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Name Holding Trade Value Shares
Change 		Change in
Stake
XWL
1601
XXI Wealth LLC
Illinois
$905K -$111K -2,376 -10%
ATC
1602
Adirondack Trust Company
New York
$903K -$32.7K -697 -3%
HIC
1603
Hamrick Investment Counsel
Washington
$903K -$684K -14,590 -41%
TWP
1604
Triad Wealth Partners
Kansas
$903K +$238K +5,063 +36%
WPW
1605
Waldron Private Wealth
Pennsylvania
$902K +$130K +2,781 +15%
SWM
1606
Spire Wealth Management
Virginia
$901K -$71.4K -1,523 -7%
AIM
1607
Athena Investment Management
California
$900K -$255K -5,430 -20%
TWIM
1608
TIAA Wealth Investment Management
New York
$899K +$9.62K +205 +1%
FAM
1609
Fulcrum Asset Management
United Kingdom
$895K -$148K -3,157 -13%
EFG
1610
Everest Financial Group
Minnesota
$895K +$7.93K +169 +0.8%
RPCONE
1611
Retirement Planning Company of New England
Rhode Island
$895K +$64.2K +1,368 +7%
SAM
1612
Seelaus Asset Management
New Jersey
$890K -$65.6K -1,399 -6%
OA
1613
Operose Advisors
Wisconsin
$888K +$14.3K +304 +1%
VA
1614
Verdad Advisers
Massachusetts
$887K +$982K +20,938 New
CIA
1615
Cape Investment Advisory
Georgia
$886K -$9.71K -207 -1%
OCM
1616
Orleans Capital Management
Louisiana
$885K +$69.3K +1,478 +8%
CFGW
1617
Chancellor Financial Group WB
Pennsylvania
$884K +$13.5K +287 +1%
CIA
1618
Choate Investment Advisors
Massachusetts
$884K -$25.4K -542 -3%
CCM
1619
Chiron Capital Management
Florida
$881K -$485K -10,341 -33%
MW
1620
MBL Wealth
North Carolina
$880K +$32.7K +697 +3%
VCM
1621
Voleon Capital Management
California
$877K +$476K +10,141 +96%
RFA
1622
Resurgent Financial Advisors
Georgia
$876K +$51K +1,088 +6%
MWM
1623
Modera Wealth Management
New Jersey
$875K +$39K +832 +4%
CC
1624
Centiva Capital
New York
$874K +$234K +4,983 +32%
TWP
1625
Tyche Wealth Partners
Texas
$872K -$456K -9,718 -32%
63 64
65
66 67