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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
501
Parallel Advisors
California
$12M +$36.6K +183 +0.4%
AA
502
Apriem Advisors
California
$11.9M -$1.43M -7,153 -14%
WWM
503
Western Wealth Management
Colorado
$11.9M -$528K -2,640 -5%
FTDI
504
First Trust Direct Indexing
Massachusetts
$11.9M -$121K -604 -1%
OAM
505
Oppenheimer Asset Management
New York
$11.9M -$668K -3,339 -7%
HFM
506
Harvest Fund Management
China
$11.8M +$808K +4,042 +10%
EWA
507
EP Wealth Advisors
California
$11.8M +$20.3M +101,550 +10,373%
ZCM
508
Ziegler Capital Management
Illinois
$11.7M -$392K -1,958 -4%
VFA
509
Valeo Financial Advisors
Indiana
$11.7M -$2.75M -13,758 -24%
MSFS
510
Main Street Financial Solutions
Pennsylvania
$11.7M +$333K +1,666 +4%
BPWM
511
Badgley Phelps Wealth Managers
Washington
$11.6M -$139K -694 -2%
V
512
Veritable
Delaware
$11.6M -$5.14M -25,720 -37%
GCM
513
Graham Capital Management
Connecticut
$11.6M -$4.4M -21,994 -33%
OCBCO
514
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.6M +$6.65M +33,258 +281%
MCM
515
MAI Capital Management
Ohio
$11.6M +$1.37M +6,833 +18%
FNT
516
First National Trust
Pennsylvania
$11.5M +$387K +1,937 +5%
CCA
517
Checchi Capital Advisers
California
$11.5M +$195K +974 +2%
TI
518
TTP Investments
California
$11.4M +$2.45M +12,243 +39%
JWCA
519
J.W. Cole Advisors
Florida
$11.3M -$229K -1,143 -3%
CFG
520
Cooper Financial Group
California
$11.2M +$52.2K +261 +0.6%
AWM
521
Avitas Wealth Management
California
$11.2M -$137K -683 -2%
PAG
522
Private Advisory Group
Washington
$11.1M +$1.83M +9,173 +28%
AIM
523
Aurora Investment Managers
Florida
$11M +$60.8K +304 +0.7%
BTWM
524
Baker Tilly Wealth Management
Wisconsin
$11M +$1.01M +5,034 +14%
KOCAA
525
Knights of Columbus Asset Advisors
Connecticut
$11M -$1.12M -5,622 -12%
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