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XPO
XPO

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
601
IFP Advisors
Florida
$117K +$42.5K +201 +54%
SAM
602
Smartleaf Asset Management
Massachusetts
$107K – – –
SOW
603
State of Wyoming
Wyoming
$105K -$163K -768 -60%
CAC
604
Core Alternative Capital
Georgia
$104K – – –
VCM
605
Versant Capital Management
Arizona
$103K +$59.9K +283 +129%
ACA
606
Atlas Capital Advisors
Wyoming
$102K +$105K +495 New
WBC
607
Westpac Banking Corp
Australia
$101K -$5.92K -28 -5%
PTC
608
Private Trust Company
Ohio
$101K -$4.23K -20 -4%
PA
609
Parallel Advisors
California
$93K +$6.77K +32 +8%
IFWM
610
Institute for Wealth Management
Colorado
$88.4K +$91.2K +431 New
WAG
611
Wiser Advisor Group
Arizona
$79.4K – – –
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$70.8K -$5.71K -27 -7%
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$70.4K +$423 +2 +0.6%
BTI
614
Blue Trust Inc
Georgia
$69.4K -$846 -4 -1%
BBHC
615
Brown Brothers Harriman & Co
New York
$64.7K -$78.5K -371 -54%
CAM
616
Chesapeake Asset Management
New York
$61.6K – – –
IAIM
617
International Assets Investment Management
Florida
$61.1K – – –
SA
618
SRH Advisors
Kansas
$59.5K – – –
EWA
619
EverSource Wealth Advisors
Alabama
$58.3K -$63.5K -300 -51%
JWA
620
JFS Wealth Advisors
Pennsylvania
$55.4K +$423 +2 +0.7%
QL
621
Quarry LP
New York
$49.3K -$164K -773 -76%
RFS
622
Richardson Financial Services
Massachusetts
$48.2K -$154K -730 -76%
TFIPS
623
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.2K +$47.6K +225 New
AUB
624
Atlantic Union Bankshares
Virginia
$43.9K – – –
WIM
625
Westside Investment Management
California
$42.7K – – –
23 24
25
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