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Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
301
Fidelis Capital Partners
Florida
$96.7K +$8.63K +945 +9%
SC
302
Savant Capital
Illinois
$96.3K +$101K +11,072 New
CM
303
Cercano Management
Washington
$95.7K – – –
WA
304
Wealth Alliance
New York
$95K +$99.7K +10,915 New
BF
305
BOK Financial
Oklahoma
$94.8K -$11.4K -1,247 -10%
SF
306
Slagle Financial
Illinois
$94.6K +$86.2K +9,430 +76%
BP
307
Ballentine Partners
Massachusetts
$93.3K +$2.42K +265 +3%
ATIA
308
American Trust Investment Advisors
New Hampshire
$92.5K – – –
SRL
309
Scientech Research LLC
New Jersey
$92.5K +$97.2K +10,637 New
JWM
310
Janiczek Wealth Management
Colorado
$92.3K +$68.7K +7,519 +246%
SW
311
SVB Wealth
Massachusetts
$91.9K -$12.3K -1,342 -11%
WN
312
Williams & Novak
California
$91.3K +$95.9K +10,500 New
KFGK
313
Keystone Financial Group (Kentucky)
Kentucky
$90.8K -$9.08K -994 -9%
CIA
314
Concurrent Investment Advisors
Florida
$89.6K +$94.1K +10,302 New
CTC
315
Cetera Trust Company
Minnesota
$88.3K +$92.7K +10,150 New
FIA
316
Foundations Investment Advisors
Arizona
$87.6K +$91.7K +10,038 New
AWM
317
Aprio Wealth Management
Georgia
$87.2K -$46.5K -5,089 -34%
WTC
318
WhitTier Trust Company
Nevada
$81.5K – – –
WAM
319
Westport Asset Management
Connecticut
$78.2K – – –
UID
320
Union Investments & Development
Israel
$69.6K – – –
PCFFS
321
Pacific Center for Financial Services
California
$68.2K -$12.6K -1,384 -15%
NCM
322
Northwest Capital Management
Oregon
$65.3K – – –
TRCT
323
Tower Research Capital (TRC)
New York
$64.7K +$13.6K +1,487 +25%
GRP
324
Global Retirement Partners
California
$64.4K +$22K +2,411 +48%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$63.2K +$10.6K +1,161 +20%
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13
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