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Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1176
Fiduciary Trust
Massachusetts
$3.5M +$252K +838 +8%
XWM
1177
Xcel Wealth Management
Florida
$3.49M -$41K -136 -1%
WA
1178
Whipplewood Advisors
Colorado
$3.48M +$2.71K +9 +0.1%
SWM
1179
Segment Wealth Management
Texas
$3.47M +$707K +2,347 +27%
NSLI
1180
Nan Shan Life Insurance
Taiwan
$3.47M -$18.1M -59,919 -85%
MGP
1181
M&G plc
United Kingdom
$3.46M -$7.47M -24,809 -69%
LS
1182
Leelyn Smith
Illinois
$3.46M -$44.9K -149 -1%
CFP
1183
Catalyst Financial Partners
Massachusetts
$3.46M +$376K +1,249 +13%
ACM
1184
Accent Capital Management
Ohio
$3.45M +$3.27M +10,842 +49,282%
ZIG
1185
Zullo Investment Group
Pennsylvania
$3.45M +$105K +349 +3%
BCMLT
1186
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.44M +$251K +833 +8%
IIC
1187
Ironwood Investment Counsel
Arizona
$3.44M +$305K +1,012 +10%
CRI
1188
Colonial River Investments
Virginia
$3.43M +$375K +1,246 +13%
RWM
1189
RKL Wealth Management
Pennsylvania
$3.42M +$6.63K +22 +0.2%
CCA
1190
Childress Capital Advisors
Texas
$3.42M +$906K +3,006 +39%
CCB
1191
Country Club Bank
Missouri
$3.41M +$20.8K +69 +0.7%
RCM
1192
RNC Capital Management
California
$3.4M +$218K +723 +7%
SFS
1193
Summit Financial Strategies
Ohio
$3.4M +$130K +432 +4%
UWM
1194
Udine Wealth Management
Florida
$3.4M +$53K +176 +2%
KFA
1195
Krane Funds Advisors
New York
$3.39M -$210K -698 -6%
FFA
1196
Florida Financial Advisors
Florida
$3.38M +$1.59M +5,268 +98%
NFG
1197
Nadler Financial Group
Illinois
$3.38M +$70.2K +233 +2%
CSIC
1198
Clifford Swan Investment Counsel
California
$3.36M +$1.26M +4,172 +65%
WP
1199
WealthPLAN Partners
Nebraska
$3.36M -$448K -1,486 -12%
SAA
1200
Southeast Asset Advisors
Georgia
$3.34M +$758K +2,517 +31%
46 47
48
49 50