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Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
1201
Bradley & Co Private Wealth Management
Florida
$2.62M -$290K -870 -8%
AWM
1202
Activest Wealth Management
Florida
$2.62M +$85.3K +256 +3%
CFD
1203
Creative Financial Designs
Indiana
$2.62M +$838K +2,516 +33%
KIM
1204
Kestra Investment Management
Texas
$2.61M +$1.47M +4,398 +77%
RP
1205
Rice Partnership
Hawaii
$2.6M -$3.01M -9,033 -47%
SIA
1206
Schechter Investment Advisors
Michigan
$2.6M -$876K -2,630 -21%
VIP
1207
Vista Investment Partners
Oklahoma
$2.6M +$130K +390 +4%
BCMLT
1208
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.59M +$57K +171 +2%
VPW
1209
Variant Private Wealth
Virginia
$2.59M +$1.1M +3,304 +49%
RCM
1210
RNC Capital Management
California
$2.59M +$2.32M +6,976 +232%
LTAS
1211
Linden Thomas Advisory Services
North Carolina
$2.58M +$113K +339 +4%
MMCM
1212
Murphy & Mullick Capital Management
New York
$2.58M +$52K +156 +2%
PPW
1213
Pasadena Private Wealth
California
$2.58M +$1.54M +4,617 +85%
BIG
1214
Brookwood Investment Group
Arizona
$2.58M +$3.31M +9,946 New
MAM
1215
Milestone Asset Management
Pennsylvania
$2.58M +$1.14M +3,409 +52%
HA
1216
Herold Advisors
New York
$2.58M -$689K -2,066 -17%
AA
1217
Altman Advisors
Illinois
$2.57M -$425K -1,275 -12%
PL
1218
Plancorp LLC
Missouri
$2.57M +$39K +117 +1%
VW
1219
Vance Wealth
California
$2.57M +$165K +496 +5%
SCM
1220
Silvant Capital Management
Georgia
$2.56M – – –
MRG
1221
Milestone Resources Group
British Virgin Islands
$2.55M -$489K -1,468 -13%
B
1222
Bensler
Washington
$2.55M -$342K -1,027 -9%
CAS
1223
Coppell Advisory Solutions
Texas
$2.55M -$13.9M -41,729 -83%
CRI
1224
Colonial River Investments
Virginia
$2.55M +$1.23M +3,695 +60%
IIC
1225
Ironwood Investment Counsel
Arizona
$2.54M +$130K +389 +4%
47 48
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