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Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
801
Verdence Capital Advisors
Maryland
$10.7M +$2.57M +7,410 +46%
NFSG
802
Newbridge Financial Services Group
Florida
$10.7M -$2.55M -7,354 -23%
SW
803
SVB Wealth
Massachusetts
$10.7M -$1.39M -4,016 -14%
DWP
804
Daymark Wealth Partners
Ohio
$10.6M -$761K -2,193 -8%
GKIM
805
GW&K Investment Management
Massachusetts
$10.6M +$7.47M +21,536 +907%
PVI
806
Pine Valley Investments
New Jersey
$10.6M +$391K +1,127 +5%
SLWA
807
San Luis Wealth Advisors
California
$10.6M +$172K +497 +2%
HFS
808
Hantz Financial Services
Michigan
$10.6M +$2.24M +6,446 +37%
MG
809
Mather Group
Illinois
$10.6M +$1.04K +3 +0%
FWM
810
Focused Wealth Management
New York
$10.5M +$33.6K +97 +0.4%
SC
811
Syon Capital
California
$10.5M +$1.4M +4,050 +21%
FGAM
812
Financial Gravity Asset Management
Texas
$10.5M +$8.18M +23,588 New
GLA
813
Great Lakes Advisors
Illinois
$10.5M -$1.22M -3,524 -13%
ZI
814
ZEGA Investments
Florida
$10.4M -$1.09M -3,157 -12%
NCM
815
Noesis Capital Mangement
Florida
$10.4M +$6.94K +20 +0.1%
PWP
816
Principle Wealth Partners
Connecticut
$10.4M +$152K +439 +2%
DWM
817
Destination Wealth Management
California
$10.3M +$12.5K +36 +0.2%
MCG
818
McCollum Christoferson Group
New York
$10.3M +$17K +49 +0.2%
CWP
819
Cyndeo Wealth Partners
Florida
$10.3M +$605K +1,744 +8%
NSLI
820
Nan Shan Life Insurance
Taiwan
$10.3M +$4.25M +12,249 +112%
NIM
821
Northeast Investment Management
Massachusetts
$10.3M +$117K +337 +1%
LW
822
Lauer Wealth
Indiana
$10.3M -$331K -954 -4%
MIM
823
Morningstar Investment Management
Illinois
$10.3M +$7.99M +23,049 New
NG
824
Norden Group
Utah
$10.2M +$1.51M +4,361 +23%
SS
825
Sunbelt Securities
Texas
$10.2M -$4.28M -12,348 -35%
31 32
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34 35