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Vulcan Materials
VMC

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
576
Monetary Management Group
Missouri
$634K – – –
AWM
577
Axxcess Wealth Management
California
$632K +$614K +2,141 New
CG
578
Caprock Group
Idaho
$630K +$86K +300 +16%
ST
579
Smithfield Trust
Pennsylvania
$628K – – –
IAA
580
Independent Advisor Alliance
North Carolina
$624K -$25.5K -89 -4%
FA
581
Fiduciary Alliance
South Carolina
$622K -$212K -739 -26%
TG
582
TCW Group
California
$622K -$317K -1,105 -34%
PWS
583
Physician Wealth Solutions
Nevada
$621K – – –
MOS
584
MGO One Seven
Ohio
$621K -$91.7K -320 -13%
VSQM
585
V-Square Quantitative Management
Illinois
$619K +$126K +439 +26%
SFG
586
SevenBridge Financial Group
Pennsylvania
$618K -$10.6K -37 -2%
CFM
587
Catalyst Funds Management
Australia
$614K +$596K +2,080 New
SWP
588
Sagespring Wealth Partners
Tennessee
$604K +$40.1K +140 +7%
WB
589
Webster Bank
Connecticut
$604K – – –
OCA
590
OpenArc Corporate Advisory
Georgia
$602K -$52.5K -183 -8%
BP
591
Ballentine Partners
Massachusetts
$601K -$23.8K -83 -4%
SW
592
SteelPeak Wealth
California
$601K +$2.29K +8 +0.4%
SGAM
593
Smith Group Asset Management
Texas
$590K – – –
SWP
594
Strategic Wealth Partners
Ohio
$590K -$126K -438 -18%
SCA
595
Snowden Capital Advisors
New York
$589K -$40.7K -142 -7%
PA
596
Parallel Advisors
California
$588K -$22.9K -80 -4%
MFIM
597
Mesirow Financial Investment Management
Illinois
$580K – – –
S
598
Storgate
Texas
$580K +$294K +1,027 +109%
TE
599
Tema ETFs
New York
$577K +$41.6K +145 +8%
PWM
600
Perigon Wealth Management
California
$564K -$5.45K -19 -1%
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