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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1151
Conning Inc
Connecticut
$4.76M -$851K -2,066 -14%
DWM
1152
Drive Wealth Management
Utah
$4.74M -$110K -268 -2%
SB
1153
Simmons Bank
Arkansas
$4.73M -$65.9K -160 -1%
RCG
1154
Regatta Capital Group
California
$4.72M -$124K -300 -2%
IUHSA
1155
Itau Unibanco Holding S.A.
Brazil
$4.72M -$36.7M -89,167 -88%
CPA
1156
Capital Performance Advisors
California
$4.72M +$687K +1,667 +15%
MW
1157
MBL Wealth
North Carolina
$4.72M -$91.5K -222 -2%
KPM
1158
Kinetic Partners Management
Florida
$4.7M – – –
AWM
1159
Aprio Wealth Management
Georgia
$4.7M +$95.6K +232 +2%
BCM
1160
BluePath Capital Management
Georgia
$4.7M -$107K -260 -2%
GC
1161
Grimes & Company
Massachusetts
$4.7M +$284K +690 +6%
DBG
1162
De Burlo Group
Massachusetts
$4.69M +$5.2M +12,626 New
CCA
1163
Childress Capital Advisors
Texas
$4.69M -$2.62M -6,363 -34%
CCA
1164
Cadent Capital Advisors
Oklahoma
$4.69M -$29.2K -71 -0.6%
APWM
1165
Argonautica Private Wealth Management
Massachusetts
$4.68M -$292K -708 -5%
CIA
1166
Choate Investment Advisors
Massachusetts
$4.68M -$342K -831 -6%
ST
1167
Sageworth Trust
Pennsylvania
$4.68M +$123K +298 +2%
SIC
1168
Salem Investment Counselors
North Carolina
$4.67M +$31.7K +77 +0.6%
MMPW
1169
Mitchell McLeod Pugh & Williams
Alabama
$4.66M – – –
RMC
1170
Ring Mountain Capital
California
$4.66M +$7.83K +19 +0.2%
CWM
1171
CCG Wealth Management
California
$4.66M +$3.31M +8,033 +179%
TFGT
1172
TS Financial Group (TSFG)
Illinois
$4.65M -$7.42K -18 -0.1%
CWG
1173
Cornerstone Wealth Group
North Carolina
$4.64M +$100K +243 +2%
SI
1174
Stonekeep Investments
New Mexico
$4.64M +$121K +294 +2%
MA
1175
MONECO Advisors
Connecticut
$4.64M -$59.3K -144 -1%
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