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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1126
SFMG Wealth Advisors
Texas
$1.89M +$807K +2,889 +50%
CP
1127
Cumberland Partners
Ontario, Canada
$1.89M – – –
ACM
1128
Avalon Capital Management
California
$1.89M – – –
AA
1129
Alta Advisers
United Kingdom
$1.88M +$1.98M +7,100 New
RMDI
1130
R.M. Davis Inc
Maine
$1.88M -$105K -375 -5%
MW
1131
Marcum Wealth
Ohio
$1.87M +$32.4K +116 +2%
SFG
1132
Synergy Financial Group
California
$1.87M +$71.2K +255 +4%
FAM
1133
Formidable Asset Management
Ohio
$1.86M +$36K +129 +2%
FT
1134
Fiduciary Trust
Massachusetts
$1.85M +$477K +1,708 +32%
ESBC
1135
E.S. Barr & Co
Kentucky
$1.85M -$16.8K -60 -0.9%
CFS
1136
CRA Financial Services
New Jersey
$1.85M -$380K -1,362 -16%
CRC
1137
Curi RMB Capital
Illinois
$1.85M +$263K +941 +16%
MA
1138
Montag & Associates
Georgia
$1.84M +$740K +2,651 +62%
WSTAM
1139
Wilbanks Smith & Thomas Asset Management
Virginia
$1.84M -$107K -383 -5%
PFGIA
1140
Patriot Financial Group Insurance Agency
Massachusetts
$1.84M +$34.4K +123 +2%
SFS
1141
Strategic Financial Services
New York
$1.83M -$83.8K -300 -4%
HWP
1142
Highline Wealth Partners
California
$1.83M +$1.93M +6,904 New
OAC
1143
OMERS Administration Corp
Ontario, Canada
$1.83M – – –
BZWA
1144
Blue Zone Wealth Advisors
California
$1.83M +$27.6K +99 +1%
HA
1145
Harfst & Associates
Wyoming
$1.83M -$126K -452 -6%
AS
1146
Altshuler Shaham
Israel
$1.83M – – –
ATC
1147
Argent Trust Co
Tennessee
$1.83M +$107K +383 +6%
RPWA
1148
Regent Peak Wealth Advisors
Georgia
$1.82M +$9.22K +33 +0.5%
IPAM
1149
ICICI Prudential Asset Management
India
$1.82M +$361K +1,293 +23%
RAM
1150
Riggs Asset Management
Pennsylvania
$1.82M +$446K +1,596 +30%
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