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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
976
Dynasty Wealth Management
Florida
$1.98M +$749K +10,395 +62%
CCP
977
Carmel Capital Partners
California
$1.97M -$117K -1,626 -6%
WA
978
Waverly Advisors
Alabama
$1.96M +$292K +4,053 +18%
GC
979
Garde Capital
Washington
$1.96M +$232K +3,221 +14%
CCM
980
Coldstream Capital Management
Washington
$1.95M +$411K +5,710 +27%
DA
981
Dover Advisors
Virginia
$1.94M +$341K +4,737 +22%
HVP
982
Hudson Value Partners
Florida
$1.94M +$390K +5,410 +26%
WAM
983
Wolverine Asset Management
Illinois
$1.92M +$1.01M +13,958 +113%
JRP
984
Jasper Ridge Partners
California
$1.92M – – –
OBAM
985
ODDO BHF Asset Management
France
$1.9M +$1.42M +19,688 +310%
AWP
986
Ascent Wealth Partners
New York
$1.9M +$1.88M +26,039 New
GFG
987
Greystone Financial Group
Michigan
$1.9M +$147K +2,039 +9%
AWP
988
Accretive Wealth Partners
New Jersey
$1.89M +$117K +1,624 +8%
MPWT
989
MassMutual Private Wealth & Trust
Connecticut
$1.89M +$272K +3,781 +17%
CT
990
Clearstead Trust
Maine
$1.88M +$6.41K +89 +0.3%
IAS
991
Insigneo Advisory Services
Florida
$1.88M +$243K +3,377 +15%
MWM
992
Mission Wealth Management
California
$1.88M +$1.28M +17,826 +224%
FAIM
993
Financial Advocates Investment Management
Washington
$1.87M +$773K +10,731 +72%
CFO
994
Callan Family Office
Pennsylvania
$1.86M +$579K +8,034 +46%
SI
995
Shaker Investments
Ohio
$1.86M +$1.08M +14,957 +142%
NL
996
Navalign LLC
California
$1.85M -$2.95K -41 -0.2%
KWM
997
Kingsview Wealth Management
Oregon
$1.85M +$82K +1,138 +5%
PWM
998
Prosperity Wealth Management
California
$1.85M +$118K +1,641 +7%
LTAS
999
Linden Thomas Advisory Services
North Carolina
$1.85M +$45.8K +636 +3%
BWP
1000
Baldwin Wealth Partners
Massachusetts
$1.84M +$12.7K +176 +0.7%
38 39
40
41 42