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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
701
Aptus Capital Advisors
Alabama
$587K +$368K +1,509 +161%
SCM
702
Stevens Capital Management
Pennsylvania
$587K -$1.01M -4,147 -63%
BW
703
BIP Wealth
Georgia
$586K -$11K -45 -2%
LB
704
Legacy Bridge
Iowa
$584K -$139K -569 -19%
MCM
705
MAI Capital Management
Ohio
$583K -$5.6K -23 -0.9%
GSEP
706
Golden State Equity Partners
California
$582K +$35.6K +146 +6%
SWM
707
Spire Wealth Management
Virginia
$570K +$77.2K +317 +15%
BP
708
Ballentine Partners
Massachusetts
$563K +$5.85K +24 +1%
KHCM
709
Kirtland Hills Capital Management
Ohio
$562K -$6.58K -27 -1%
UWS
710
Unique Wealth Strategies
Illinois
$562K +$30.4K +125 +6%
ECM
711
Evergreen Capital Management
Washington
$558K +$2.92K +12 +0.5%
BFG
712
Birch Financial Group
New Hampshire
$557K -$20.7K -85 -4%
KPWS
713
Kestra Private Wealth Services
Texas
$556K -$8.28K -34 -1%
FTWA
714
Fifth Third Wealth Advisors
Ohio
$552K -$24.4K -100 -4%
ZP
715
Zimmer Partners
New York
$552K +$195K +800 +53%
TA
716
Tectonic Advisors
Texas
$551K -$3.17K -13 -0.6%
SAM
717
Shell Asset Management
Netherlands
$550K +$11.4K +47 +2%
VFA
718
Values First Advisors
Tennessee
$545K -$4.14K -17 -0.7%
TCBWMS
719
Texas Capital Bank Wealth Management Services
Texas
$545K -$177K -726 -24%
HIP
720
Harrell Investment Partners
Texas
$545K +$553K +2,270 New
TAP
721
Tounjian Advisory Partners
Florida
$537K -$7.79K -32 -1%
SWP
722
Sagespring Wealth Partners
Tennessee
$536K +$77K +316 +16%
GC
723
Garde Capital
Washington
$531K -$7.55K -31 -1%
BFM
724
Boothbay Fund Management
New York
$531K +$28.5K +117 +6%
QI
725
Qtron Investments
Massachusetts
$531K – – –
27 28
29
30 31