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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1626
Doliver Advisors
Texas
$2.88M +$195K +853 +7%
EHWM
1627
Eads & Heald Wealth Management
Georgia
$2.87M -$67.2K -294 -2%
FIM
1628
Freedom Investment Management
Connecticut
$2.87M +$30.4K +133 +1%
NFG
1629
Next Financial Group
Texas
$2.87M +$97.6K +427 +4%
ECM
1630
Evergreen Capital Management
Washington
$2.86M +$192K +840 +7%
CFMC
1631
Curbstone Financial Management Corp
New Hampshire
$2.85M +$68.6K +300 +3%
JFGLC
1632
Johnson Financial Group LLC (Colorado)
Colorado
$2.85M +$40.2K +176 +1%
AOWM
1633
Alpha Omega Wealth Management
Virginia
$2.85M -$197K -860 -7%
AWM
1634
Avior Wealth Management
Nebraska
$2.84M -$380K -1,661 -12%
KMWM
1635
Keudell/Morrison Wealth Management
Oregon
$2.83M +$29.5K +129 +1%
SFO
1636
Stokes Family Office
Louisiana
$2.83M +$206K +902 +8%
GCM
1637
Gables Capital Management
Florida
$2.83M -$806K -3,524 -23%
EBT
1638
Enterprise Bank & Trust
Massachusetts
$2.83M -$13.7K -60 -0.5%
QI
1639
Qtron Investments
Massachusetts
$2.83M +$642K +2,808 +30%
TC
1640
Tsai Capital
New York
$2.83M -$11.4K -50 -0.4%
SWIG
1641
Strategic Wealth Investment Group
Kentucky
$2.83M +$792K +3,465 +40%
TCM
1642
Teza Capital Management
Illinois
$2.83M +$1.21M +5,297 +78%
MBT
1643
Montecito Bank & Trust
California
$2.79M +$56.7K +248 +2%
EWM
1644
Evermay Wealth Management
Virginia
$2.79M -$43.9K -192 -2%
MCIA
1645
Mountain Capital Investment Advisors
Colorado
$2.79M -$204K -893 -7%
SW
1646
SkyOak Wealth
Michigan
$2.78M -$17.1K -75 -0.6%
PBT
1647
Pictet Bank & Trust
Bahamas
$2.78M +$789K +3,450 +41%
FANJ
1648
Financial Architects (New Jersey)
New Jersey
$2.77M +$174K +763 +7%
FDS
1649
Freedom Day Solutions
Texas
$2.77M -$70.6K -309 -3%
BFS
1650
Bard Financial Services
Connecticut
$2.76M +$28.6K +125 +1%
64 65
66
67 68