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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Cache Advisors
California
$15.1M -$4.83M -10,892 -25%
WHG
752
Westwood Holdings Group
Texas
$15M +$2.08M +4,699 +16%
ZBNA
753
Zions Bancorporation, National Association
Utah
$15M +$150K +339 +1%
AWA
754
Arkadios Wealth Advisors
Georgia
$15M +$2.64M +5,956 +22%
FA
755
Fiduciary Alliance
South Carolina
$14.9M +$2.01M +4,541 +16%
RFA
756
Rollins Financial Advisors
New York
$14.9M -$1.87M -4,229 -11%
GWANC
757
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.9M +$212K +479 +1%
CRC
758
Curi RMB Capital
Illinois
$14.9M +$6.87M +15,487 +88%
VR
759
Vision Retirement
New Jersey
$14.8M +$14.6M +32,836 New
QFMHK
760
Q Fund Management (Hong Kong)
$14.7M -$6.6M -14,900 -31%
FLPIM
761
F.L. Putnam Investment Management
Massachusetts
$14.7M +$11.7M +26,501 +436%
PFA
762
Pure Financial Advisors
California
$14.6M +$699K +1,577 +5%
RFC
763
Regions Financial Corp
Alabama
$14.6M +$856K +1,930 +6%
TCM
764
Twin Capital Management
Pennsylvania
$14.5M +$582K +1,312 +4%
SAM
765
Synergy Asset Management
Washington
$14.5M -$76M -171,469 -84%
1WA
766
180 Wealth Advisors
Washington
$14.4M +$216K +488 +2%
ZI
767
ZEGA Investments
Florida
$14.3M +$3.73M +8,420 +36%
TCM
768
Traynor Capital Management
Pennsylvania
$14.2M -$190K -428 -1%
HVCM
769
Hel Ved Capital Management
Hong Kong
$14.2M +$12.7M +28,627 +1,006%
ACM
770
Advisors Capital Management
New Jersey
$14.1M +$876K +1,976 +7%
AA
771
Auxano Advisors
Washington
$14.1M -$12.4K -28 -0.1%
EP
772
Edgestream Partners
New Jersey
$14.1M +$6.73M +15,190 +94%
BHWM
773
Beaird Harris Wealth Management
Texas
$14M +$143K +322 +1%
BFA
774
Bragg Financial Advisors
North Carolina
$14M -$313K -707 -2%
TAM
775
Trust Asset Management
Texas
$13.9M -$464K -1,046 -3%
29 30
31
32 33