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Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
726
Acorn Financial Advisory Services
Virginia
$446K +$952 +4 +0.2%
VIM
727
VELA Investment Management
Ohio
$446K +$384K +1,614 New
BW
728
BIP Wealth
Georgia
$442K -$51.9K -218 -12%
BCM
729
BluePath Capital Management
Georgia
$435K +$5.48K +23 +1%
CGL
730
Clarius Group LLC
Washington
$435K -$3.33K -14 -0.9%
CGIM
731
Capital Group Investment Management
Singapore
$434K – – –
JSC
732
Jackson Square Capital
California
$429K -$425K -1,786 -53%
MS
733
Maven Securities
Jersey
$428K -$282K -1,186 -43%
AWA
734
Arete Wealth Advisors
Illinois
$417K +$952 +4 +0.3%
WWC
735
Waypoint Wealth Counsel
Georgia
$415K +$82.9K +348 +30%
UM
736
UniSuper Management
Australia
$414K – – –
LCS
737
Levin Capital Strategies
New York
$414K +$357K +1,500 New
VC
738
Veracity Capital
Georgia
$414K +$357K +1,499 New
TCBWMS
739
Texas Capital Bank Wealth Management Services
Texas
$412K -$244K -1,023 -41%
SSWM
740
Sheets Smith Wealth Management
North Carolina
$411K -$22.9K -96 -6%
TA
741
Tectonic Advisors
Texas
$409K -$952 -4 -0.3%
TI
742
TTP Investments
California
$409K -$248K -1,040 -41%
MCM
743
MAI Capital Management
Ohio
$407K +$58.1K +244 +20%
IAS
744
Insigneo Advisory Services
Florida
$403K +$348K +1,461 New
PF
745
Phoenix Financial
Israel
$403K +$348K +1,460 New
VWM
746
Venturi Wealth Management
Texas
$403K +$21.7K +91 +7%
FNT
747
First National Trust
Pennsylvania
$401K +$17.9K +75 +5%
WAG
748
Wallace Advisory Group
California
$400K -$19.5K -82 -4%
FAFN
749
First Affirmative Financial Network
Colorado
$399K -$1.43K -6 -0.4%
MFIM
750
Mesirow Financial Investment Management
Illinois
$392K +$338K +1,421 New
28 29
30
31 32