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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
726
Cigna Investments
Connecticut
$556K -$11.5K -45 -2%
GM
727
GeoWealth Management
Illinois
$556K +$60K +235 +12%
SAM
728
Strive Asset Management
Ohio
$550K +$545K +2,133 New
UWS
729
Unique Wealth Strategies
Illinois
$546K +$68.7K +269 +15%
FTWA
730
Fifth Third Wealth Advisors
Ohio
$545K +$540K +2,112 New
SRL
731
Scientech Research LLC
New Jersey
$532K -$338K -1,324 -39%
SFFS
732
Stonehage Fleming Financial Services
Jersey
$530K -$9.2K -36 -2%
BC
733
Burney Company
Virginia
$528K -$450K -1,763 -46%
BP
734
Ballentine Partners
Massachusetts
$528K +$39.3K +154 +8%
SP
735
Stablepoint Partners
Massachusetts
$525K – – –
IWC
736
Integrated Wealth Concepts
Massachusetts
$525K +$99.1K +388 +24%
CA
737
Clearstead Advisors
Ohio
$516K -$1.53K -6 -0.3%
CAMG
738
CWA Asset Management Group
Florida
$510K +$505K +1,975 New
SWM
739
Spire Wealth Management
Virginia
$506K +$8.69K +34 +2%
PIA
740
Pollock Investment Advisors
Michigan
$502K +$497K +1,945 New
DWT
741
Dorsey & Whitney Trust
South Dakota
$499K +$101K +397 +26%
ECM
742
Evergreen Capital Management
Washington
$499K +$2.3K +9 +0.5%
AP
743
Adero Partners
California
$497K +$8.43K +33 +2%
WIA
744
World Investment Advisors
California
$495K +$490K +1,917 New
OR
745
Olympiad Research
Connecticut
$492K +$487K +1,907 New
MSAM
746
Moloney Securities Asset Management
Missouri
$492K +$166K +648 +52%
VI
747
Versor Investments
New York
$491K +$230K +902 +90%
CWM
748
Congress Wealth Management
Massachusetts
$490K +$24.5K +96 +5%
NP
749
Nilsine Partners
Colorado
$489K -$204K -797 -30%
RA
750
RFG Advisory
Alabama
$488K +$49.3K +193 +11%
28 29
30
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