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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
2076
Signature Wealth Management Partners
New Jersey
$563K +$20.2K +436 +4%
CCMG
2077
Clark Capital Management Group
Pennsylvania
$562K -$53.7M -1,158,317 -99%
KIA
2078
Kraematon Investment Advisors
Massachusetts
$560K +$3.99K +86 +0.8%
CAM
2079
Campion Asset Management
Virginia
$560K -$7.09K -153 -1%
CW
2080
Code Waechter
Florida
$560K -$352K -7,594 -41%
MAG
2081
MRA Advisory Group
New Jersey
$560K +$1.39K +30 +0.3%
QWM
2082
QP Wealth Management
New Jersey
$559K -$229K -4,941 -31%
UBG
2083
United Bank (Georgia)
Georgia
$559K +$2.97K +64 +0.6%
BFS
2084
BridgePort Financial Solutions
Iowa
$559K -$22.8K -493 -4%
CSPIA
2085
Cary Street Partners Investment Advisory
Virginia
$557K -$50.7K -1,095 -9%
LA
2086
Legacy Advisors
Pennsylvania
$556K +$36.3K +784 +8%
AA
2087
Armis Advisers
Georgia
$556K -$12.2K -263 -2%
SAM
2088
Summit Asset Management
Tennessee
$554K -$76.1K -1,643 -13%
RFA
2089
Rollins Financial Advisors
New York
$554K -$58.1K -1,253 -10%
IHL
2090
Investment House LLC
California
$553K -$20.8K -449 -4%
TWM
2091
TCFG Wealth Management
California
$553K -$252K -5,438 -33%
TIA
2092
TCFG Investment Advisors
California
$553K +$510K +11,014 New
SCM
2093
Stonehearth Capital Management
Massachusetts
$552K -$17.4K -375 -3%
VEA
2094
Virtus ETF Advisers
New York
$550K – – –
RPC
2095
Rossmore Private Capital
Connecticut
$550K -$15.3K -331 -3%
CFS
2096
Commonwealth Financial Services
West Virginia
$549K -$32.9K -710 -6%
HAIM
2097
Hunter Associates Investment Management
Pennsylvania
$549K -$4.08K -88 -0.8%
VHAM
2098
Van Hulzen Asset Management
California
$549K -$72.1K -1,555 -12%
PFM
2099
Peak Financial Management
Massachusetts
$548K +$49.6K +1,070 +11%
HWA
2100
HCR Wealth Advisors
California
$547K -$17.1K -369 -3%
82 83
84
85 86