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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1226
Donaldson Capital Management
Indiana
$4.07M +$2.96M +9,194 +1,031%
UAM
1227
UAS Asset Management
New York
$4.05M +$3.22M +10,021 New
RCA
1228
Roberts Capital Advisors
Colorado
$4.04M – – –
IWA
1229
IBEX Wealth Advisors
New Jersey
$4.04M -$590K -1,835 -16%
WM
1230
WS Management
Florida
$4.04M -$16.5M -51,400 -84%
ACM
1231
Alight Capital Management
New York
$4.04M -$8.04M -25,000 -71%
AWA
1232
Artemis Wealth Advisors
New York
$4.04M +$3.22M +10,000 New
FA
1233
Fagan Associates
New York
$4.02M +$35.7K +111 +1%
CAG
1234
Crestwood Advisors Group
Massachusetts
$4.02M +$81.4K +253 +3%
RWM
1235
RKL Wealth Management
Pennsylvania
$4.02M +$57.9K +180 +2%
NWM
1236
Northwest Wealth Management
Iowa
$4M +$123K +382 +4%
SIMG
1237
Sonora Investment Management Group
Arizona
$3.99M -$2.25K -7 -0.1%
LWP
1238
LMG Wealth Partners
Louisiana
$3.99M +$3.18M +9,875 New
SCM
1239
Silvant Capital Management
Georgia
$3.99M – – –
RFP
1240
Root Financial Partners
California
$3.99M +$792K +2,462 +33%
EP
1241
Edgestream Partners
New Jersey
$3.98M -$2.45M -7,627 -44%
SPW
1242
Surience Private Wealth
Washington
$3.98M +$3.17M +9,861 New
AWM
1243
Activest Wealth Management
Florida
$3.98M +$334K +1,038 +12%
SG
1244
Sienna Gestion
France
$3.97M -$24.7M -76,867 -89%
BCMLT
1245
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.97M -$283K -880 -8%
UWM
1246
Udine Wealth Management
Florida
$3.97M +$109K +338 +4%
PL
1247
Plancorp LLC
Missouri
$3.96M +$127K +394 +4%
MMCM
1248
Murphy & Mullick Capital Management
New York
$3.96M +$3.15M +9,800 New
SP
1249
Stablepoint Partners
Massachusetts
$3.95M +$37.6K +117 +1%
CI
1250
CacheTech Inc
Utah
$3.94M +$2.08M +6,480 +197%
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