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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1251
Texas Capital Bank Wealth Management Services
Texas
$1.68M +$223K +5,340 +17%
WIS
1252
Wright Investors Service
Connecticut
$1.68M -$642K -15,385 -29%
TPA
1253
Trivium Point Advisory
Connecticut
$1.68M +$336K +8,050 +25%
SNBOSD
1254
Security National Bank of So Dak
Iowa
$1.68M -$1.25K -30 -0.1%
GCM
1255
Gables Capital Management
Florida
$1.68M -$1.84K -44 -0.1%
HVIA
1256
Hudson Valley Investment Advisors
New York
$1.68M -$741K -17,760 -32%
CFM
1257
Catalyst Funds Management
Australia
$1.68M +$1.45M +34,700 +1,335%
AWM
1258
Accurate Wealth Management
Florida
$1.67M -$11.4K -273 -0.7%
CA
1259
Corrado Advisors
New Jersey
$1.67M -$44.9K -1,076 -3%
AWM
1260
Avior Wealth Management
Nebraska
$1.67M +$267K +6,388 +21%
DA
1261
Denali Advisors
California
$1.66M +$628K +15,053 +69%
RAM
1262
Redmond Asset Management
Virginia
$1.65M +$33.2K +795 +2%
CHJWM
1263
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.65M -$23.8K -570 -1%
JSSH
1264
J. Safra Sarasin Holding
$1.65M -$47.9K -1,148 -3%
PFS
1265
Physicians Financial Services
North Carolina
$1.64M -$98.3K -2,355 -6%
TGAM
1266
TBH Global Asset Management
Tennessee
$1.64M -$163K -3,916 -10%
SIC
1267
Salem Investment Counselors
North Carolina
$1.64M +$37.4K +897 +3%
RWMG
1268
Redwood Wealth Management Group
New Jersey
$1.63M -$20.9K -500 -1%
AFG
1269
Allegheny Financial Group
Pennsylvania
$1.63M +$218K +5,214 +17%
SOAMC
1270
Spirit of America Management Corp
New York
$1.62M – – –
IPAM
1271
Investment Partners Asset Management
New Jersey
$1.62M +$4.59K +110 +0.3%
FIC
1272
FCG Investment Company
Tennessee
$1.62M +$762K +18,262 +103%
TA
1273
TrueWealth Advisors
Alabama
$1.62M +$26K +623 +2%
NIM
1274
Nexus Investment Management
Ontario, Canada
$1.61M -$334K -8,000 -18%
EFS
1275
Econ Financial Services
Pennsylvania
$1.61M +$18K +431 +1%
49 50
51
52 53