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Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
1101
Perkins Coie Trust Company
Washington
$7.63M +$359K +1,613 +5%
EWA
1102
EP Wealth Advisors
California
$7.59M -$39.4M -177,238 -63%
IWA
1103
IBEX Wealth Advisors
New Jersey
$7.59M +$56.5K +254 +0.8%
BCM
1104
Buckhead Capital Management
Georgia
$7.58M +$104K +469 +1%
NCM
1105
Narwhal Capital Management
Georgia
$7.57M -$1.27M -5,699 -15%
NG
1106
NWK Group
California
$7.53M -$45.6K -205 -0.6%
FFAM
1107
Forge First Asset Management
Canada
$7.51M -$3.36M -15,100 -31%
AWM
1108
Apollon Wealth Management
South Carolina
$7.46M -$57.4K -258 -0.8%
CA
1109
Clearstead Advisors
Ohio
$7.45M +$804K +3,611 +12%
TSS
1110
Two Sigma Securities
New York
$7.44M +$7.01M +31,488 +2,083%
RPC
1111
Rossmore Private Capital
Connecticut
$7.44M -$59K -265 -0.8%
NP
1112
Nilsine Partners
Colorado
$7.42M +$7.33M +32,912 New
CI
1113
Conning Inc
Connecticut
$7.41M -$927K -4,166 -11%
CWG
1114
Cornerstone Wealth Group
North Carolina
$7.4M -$174K -783 -2%
FFA
1115
First Foundation Advisors
California
$7.39M -$874K -3,926 -11%
WWM
1116
Western Wealth Management
Colorado
$7.38M +$86.8K +390 +1%
WCM
1117
Wisconsin Capital Management
Wisconsin
$7.38M -$200K -900 -3%
DCM
1118
Donaldson Capital Management
Indiana
$7.34M -$1.59M -7,148 -18%
SCM
1119
Sitrin Capital Management
California
$7.26M -$53K -238 -0.7%
PFS
1120
Prospera Financial Services
Texas
$7.25M +$1.12M +5,040 +19%
CT
1121
Caldwell Trust
Florida
$7.22M -$194K -871 -3%
AWM
1122
Axxcess Wealth Management
California
$7.22M -$143K -644 -2%
TCOO
1123
Trust Company of Oklahoma
Oklahoma
$7.19M -$78.8K -354 -1%
CS
1124
Comerica Securities
Michigan
$7.18M -$148K -663 -2%
SS
1125
Sunbelt Securities
Texas
$7.17M -$332K -1,490 -4%
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