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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1726
TCI Wealth Advisors
Arizona
$528K -$3.41K -24 -0.7%
BOS
1727
Bingham Osborn & Scarborough
California
$527K -$23K -162 -4%
GCP
1728
GSA Capital Partners
United Kingdom
$527K +$499K +3,511 New
CFGS
1729
Concourse Financial Group Securities
Alabama
$526K +$498K +3,504 New
VCA
1730
Verdence Capital Advisors
Maryland
$524K -$42.8K -301 -8%
PHAM
1731
Palisades Hudson Asset Management
Florida
$524K – – –
BFA
1732
Bragg Financial Advisors
North Carolina
$521K +$10.1K +71 +2%
VWM
1733
Venturi Wealth Management
Texas
$520K – – –
SP
1734
SWS Partners
Ohio
$520K +$711 +5 +0.1%
ECM
1735
Elgethun Capital Management
South Dakota
$516K – – –
TIA
1736
Tiemann Investment Advisors
California
$510K -$14.2K -100 -3%
LFA
1737
Legacy Financial Advisors
Kentucky
$508K +$10.8K +76 +2%
RGIA
1738
Rainier Group Investment Advisory
Washington
$507K – – –
MOS
1739
MGO One Seven
Ohio
$507K +$481K +3,384 New
DWM
1740
Darwin Wealth Management
Florida
$506K -$995 -7 -0.2%
FNBOO
1741
First National Bank of Omaha
Nebraska
$506K +$21.9K +154 +5%
PCIA
1742
Prime Capital Investment Advisors
Kansas
$503K -$2.77M -19,448 -85%
AIM
1743
Advantage Investment Management
Iowa
$503K +$184K +1,296 +63%
SAM
1744
Silphium Asset Management
United Kingdom
$499K +$473K +3,327 New
AWM
1745
Aevitas Wealth Management
Massachusetts
$496K +$142 +1 +0%
SIM
1746
SSI Investment Management
California
$493K -$1.71K -12 -0.4%
HCM
1747
HMS Capital Management
Tennessee
$491K -$42.5K -299 -8%
LWS
1748
Lucia Wealth Services
California
$488K -$40.5K -285 -8%
CCMG
1749
Clark Capital Management Group
Pennsylvania
$486K +$107K +749 +30%
NSIM
1750
North Star Investment Management
Illinois
$485K -$15.1K -106 -3%
68 69
70
71 72