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Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1001
Westwood Holdings Group
Texas
$2.42M -$621K -3,556 -23%
ACM
1002
Advisors Capital Management
New Jersey
$2.41M -$140K -800 -6%
QFA
1003
Quattro Financial Advisors
Texas
$2.41M +$1.92M +11,000 +942%
MWM
1004
Modera Wealth Management
New Jersey
$2.41M +$17.8K +102 +0.8%
MCM
1005
Manchester Capital Management
Vermont
$2.4M -$27.4K -157 -1%
NHT
1006
New Hampshire Trust
New Hampshire
$2.4M +$26.6K +152 +1%
PAMP
1007
Polar Asset Management Partners
Ontario, Canada
$2.39M +$2.11M +12,100 New
GIM
1008
Goelzer Investment Management
Indiana
$2.39M +$65.5K +375 +3%
AWM
1009
Aviso Wealth Management
Washington
$2.39M +$12.6K +72 +0.6%
SLFPAM
1010
St. Louis Financial Planners Asset Management
Missouri
$2.39M +$1.99M +11,394 New
LWM
1011
Laidlaw Wealth Management
New York
$2.38M -$27.4K -157 -1%
CWA
1012
Clarity Wealth Advisors
California
$2.38M -$90.2K -516 -4%
CRI
1013
Colonial River Investments
Virginia
$2.38M +$15.2K +87 +0.7%
BFG
1014
Berger Financial Group
Minnesota
$2.37M -$30.8K -176 -1%
FNBT
1015
FineMark National Bank & Trust
Florida
$2.37M +$28.3K +162 +1%
SWA
1016
SFMG Wealth Advisors
Texas
$2.36M +$18.5K +106 +0.9%
SIA
1017
Soltis Investment Advisors
Utah
$2.36M +$224K +1,282 +12%
PPWP
1018
Premier Path Wealth Partners
New Jersey
$2.35M -$563K -3,223 -21%
FMN
1019
Financial Management Network
California
$2.35M -$40.9K -234 -2%
FHA
1020
First Horizon Advisors
Tennessee
$2.35M +$21K +120 +1%
PP
1021
PDS Planning
Ohio
$2.34M -$65.5K -375 -3%
SC
1022
Sapient Capital
Indiana
$2.33M +$81.8K +468 +4%
GAM
1023
Griffin Asset Management
New York
$2.32M -$704K -4,031 -26%
NRG
1024
Nemes Rush Group
Michigan
$2.32M +$53.7K +307 +3%
SAM
1025
Smartleaf Asset Management
Massachusetts
$2.32M +$381K +2,182 +23%
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