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TM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
276
Simplicity Wealth
New Jersey
$430K +$3.54K +16 +0.8%
CCM
277
Coldstream Capital Management
Washington
$427K +$59.1K +267 +15%
WPC
278
Wedmont Private Capital
Pennsylvania
$424K +$45.6K +206 +11%
GCM
279
Gallacher Capital Management
Colorado
$423K +$29.2K +132 +7%
BAM
280
Byrne Asset Management
New Jersey
$422K -$22.6K -102 -5%
KPWS
281
Kestra Private Wealth Services
Texas
$416K -$34.5K -156 -7%
FHWM
282
Fox Hill Wealth Management
Massachusetts
$413K -$1.21M -5,448 -73%
TW
283
Traveka Wealth
California
$411K +$14.8K +67 +3%
CHAM
284
Clear Harbor Asset Management
Connecticut
$410K – – –
DWM
285
Drive Wealth Management
Utah
$404K -$2.65K -12 -0.6%
GI
286
Gradient Investments
Minnesota
$402K +$4.2K +19 +1%
RFC
287
Regions Financial Corp
Alabama
$399K +$57.3K +259 +15%
1WA
288
180 Wealth Advisors
Washington
$398K +$29.4K +133 +7%
PCM
289
Parsons Capital Management
Rhode Island
$390K – – –
TPCW
290
TD Private Client Wealth
New York
$384K +$30.3K +137 +8%
KTM
291
Keeler Thomas Management
Utah
$384K – – –
APWM
292
Argonautica Private Wealth Management
Massachusetts
$384K -$221 -1 -0.1%
WI
293
Wintrust Investments
Illinois
$383K – – –
CH
294
Cromwell Holdings
Wyoming
$374K +$404K +1,827 New
BFG
295
Berger Financial Group
Minnesota
$371K -$3.32K -15 -0.8%
MHR
296
Matthew Hamilton Rosenberg
$367K +$6.64K +30 +2%
ATIA
297
American Trust Investment Advisors
New Hampshire
$365K – – –
DC
298
Davenport & Co
Virginia
$365K +$50K +226 +15%
OL
299
Optas LLC
Texas
$364K -$5.97K -27 -1%
AWM
300
Aberdeen Wealth Management
Illinois
$363K – – –
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