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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
851
Thoroughbred Financial Services
Tennessee
$3.94M +$732K +2,850 +22%
CWM
852
Circle Wealth Management
New Jersey
$3.93M +$217K +844 +6%
WKSWA
853
White Knight Strategic Wealth Advisors
New Jersey
$3.93M -$110K -430 -3%
WIS
854
Wright Investors Service
Connecticut
$3.92M +$1.07M +4,183 +36%
AC
855
Avestar Capital
New York
$3.92M +$447K +1,741 +13%
FT
856
Fiduciary Trust
Massachusetts
$3.92M +$20.3K +79 +0.5%
AP
857
Adero Partners
California
$3.92M +$9.76K +38 +0.2%
AA
858
Altman Advisors
Illinois
$3.91M +$4.01M +15,628 New
YC
859
Yarbrough Capital
Tennessee
$3.91M – – –
VCA
860
Verdence Capital Advisors
Maryland
$3.9M +$1.07M +4,164 +36%
BL
861
Balentine LLC
Georgia
$3.9M +$502K +1,956 +14%
HHAM
862
HITE Hedge Asset Management
Massachusetts
$3.89M -$702K -2,734 -15%
CPCM
863
Cardinal Point Capital Management
Ontario, Canada
$3.88M – – –
CCM
864
Carlson Capital Management
Minnesota
$3.88M +$3.66M +14,266 +1,151%
SWP
865
Semus Wealth Partners
Florida
$3.87M -$58.8K -229 -1%
WPW
866
Waldron Private Wealth
Pennsylvania
$3.86M +$188K +732 +5%
ICG
867
InterOcean Capital Group
Tennessee
$3.86M +$613K +2,385 +18%
CPWM
868
Cypress Point Wealth Management
Texas
$3.85M +$169K +659 +4%
RSWM
869
Robertson Stephens Wealth Management
California
$3.84M +$25.2K +98 +0.6%
IB
870
Intrust Bank
Kansas
$3.84M +$337K +1,312 +9%
CF
871
Centaurus Financial
California
$3.84M +$254K +989 +7%
AAM
872
Advisors Asset Management
Colorado
$3.83M -$552K -2,147 -12%
SGA
873
Strategic Global Advisors
California
$3.83M -$199K -773 -5%
WAM
874
Weatherly Asset Management
California
$3.82M +$23.1K +90 +0.6%
CW
875
CreativeOne Wealth
Kansas
$3.82M -$2.42M -9,421 -38%
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