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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
Mindset Wealth Management
Indiana
$597K +$552K +10,265 New
TW
677
TritonPoint Wealth
Maryland
$590K -$218K -4,060 -28%
LAS
678
Legacy Advisory Services
Pennsylvania
$589K – – –
TWC
679
TD Waterhouse Canada
Ontario, Canada
$586K +$3.49K +65 +0.7%
QCM
680
Qsemble Capital Management
New York
$581K -$3.01M -55,960 -85%
LNWWM
681
Laird Norton Wetherby Wealth Management
California
$579K +$29.3K +545 +6%
DWM
682
Diversify Wealth Management
Utah
$577K +$66.1K +1,230 +14%
SCM
683
Sterling Capital Management
North Carolina
$571K +$528K +9,815 New
TNB
684
Thomasville National Bank
Georgia
$567K – – –
IB
685
Intrust Bank
Kansas
$567K -$5.64K -105 -1%
HW
686
Hancock Whitney
Mississippi
$566K +$5.64K +105 +1%
LBC
687
Lowe Brockenbrough & Co
Virginia
$565K -$15.3K -285 -3%
MAS
688
Meeder Advisory Services
Ohio
$562K -$74.2K -1,380 -13%
MWM
689
Meridian Wealth Management
Kentucky
$558K +$515K +9,590 New
FA
690
Fiduciary Alliance
South Carolina
$555K +$513K +9,540 New
SWP
691
Significant Wealth Partners
Illinois
$554K +$40.3K +750 +9%
GCM
692
Gables Capital Management
Florida
$553K – – –
JCIA
693
Jackson Creek Investment Advisors
Colorado
$551K -$8.87K -165 -2%
TPCW
694
TD Private Client Wealth
New York
$548K +$138K +2,565 +37%
MPCG
695
Matrix Private Capital Group
New York
$547K – – –
PWG
696
Portside Wealth Group
Utah
$545K +$74.4K +1,385 +17%
TTWM
697
TCV Trust & Wealth Management
Virginia
$545K – – –
SAM
698
Smartleaf Asset Management
Massachusetts
$544K +$62.4K +1,160 +14%
SVWAG
699
Sound View Wealth Advisors Group
Georgia
$543K -$12.4K -230 -2%
GWM
700
GDS Wealth Management
Texas
$534K +$493K +9,170 New
26 27
28
29 30