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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
501
GSB Wealth Management
Connecticut
$1.06M +$2.55K +50 +0.2%
CFO
502
Callan Family Office
Pennsylvania
$1.06M -$70.2K -1,378 -6%
HI
503
Horizon Investments
North Carolina
$1.05M +$129K +2,533 +12%
RA
504
RiverPark Advisors
New York
$1.05M -$127K -2,500 -10%
AUB
505
Atlantic Union Bankshares
Virginia
$1.05M -$44K -864 -4%
BBHC
506
Brown Brothers Harriman & Co
New York
$1.04M +$364K +7,141 +45%
WW
507
Waterfront Wealth
Kansas
$1.03M +$53.5K +1,049 +5%
BP
508
Ballentine Partners
Massachusetts
$1.03M -$83.8K -1,644 -7%
AWA
509
Argos Wealth Advisors
California
$1.03M -$41.8K -820 -3%
AAF
510
Andra AP-fonden
Sweden
$1.02M -$2.31M -45,399 -67%
KFS
511
Kurt F. Somerville
$1.02M +$765K +15,000 +200%
TC
512
Truvestments Capital
Florida
$1M -$318K -6,235 -22%
QIM
513
Quantitative Investment Management
Virginia
$993K -$14.5K -285 -1%
WWM
514
Western Wealth Management
Colorado
$993K +$1.12M +21,912 New
LSA
515
Leonteq Securities AG
Switzerland
$984K +$552K +10,834 +99%
HNB
516
Huntington National Bank
Ohio
$984K -$286K -5,620 -21%
MSE
517
MUFG Securities EMEA
United Kingdom
$981K – – –
WCA
518
Westover Capital Advisors
Delaware
$978K -$125K -2,450 -10%
CWM
519
Cooke Wealth Management
California
$968K – – –
BFS
520
Bradley Foster & Sargent
Connecticut
$965K – – –
MAM
521
MWA Asset Management
Massachusetts
$949K +$33.2K +651 +3%
UB
522
UMB Bank
Missouri
$946K -$53.4K -1,048 -5%
CAC
523
Core Alternative Capital
Georgia
$942K +$561 +11 +0.1%
SW
524
SteelPeak Wealth
California
$941K +$539K +10,580 +104%
DBRC
525
D.B. Root & Company
Pennsylvania
$937K -$21.2K -416 -2%
19 20
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