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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
601
Plato Investment Management
Australia
$841K – – –
SWP
602
Sagespring Wealth Partners
Tennessee
$839K +$41.5K +262 +5%
CWS
603
Confluence Wealth Services
Pennsylvania
$837K +$950 +6 +0.1%
PCM
604
Parsons Capital Management
Rhode Island
$834K -$49.1K -310 -5%
CWM
605
Circle Wealth Management
New Jersey
$834K +$950 +6 +0.1%
CAL
606
Capital Analysts LLC
Pennsylvania
$824K +$40.4K +255 +5%
KCM
607
Kathmere Capital Management
Pennsylvania
$820K +$155K +977 +23%
BIG
608
Brooklyn Investment Group
New York
$814K +$396K +2,502 +91%
PL
609
Plancorp LLC
Missouri
$814K +$6.02K +38 +0.8%
LWAM
610
Legacy Wealth Asset Management
Minnesota
$811K +$4.28K +27 +0.5%
PA
611
Parallel Advisors
California
$807K +$13.1K +83 +2%
PCIA
612
Prime Capital Investment Advisors
Kansas
$805K +$32.5K +205 +4%
ATS
613
Ashton Thomas Securities
New York
$803K +$13.6K +86 +2%
CAG
614
Crestwood Advisors Group
Massachusetts
$801K +$119K +752 +17%
CAM
615
CenterStar Asset Management
Illinois
$798K +$812K +5,127 New
GWM
616
Gibbs Wealth Management
Georgia
$798K +$812K +5,130 New
ILI
617
Invesco LLC (Illinois)
Illinois
$795K – – –
FRA
618
Frank Rimerman Advisors
California
$795K +$240K +1,517 +42%
GIA
619
Gateway Investment Advisers
Ohio
$794K +$233K +1,474 +41%
APG
620
Abacus Planning Group
South Carolina
$791K -$3.64K -23 -0.4%
TTIC
621
Tower Trust & Investment Company
Iowa
$789K +$724K +4,572 +907%
ATC
622
Argent Trust Co
Tennessee
$788K -$195K -1,230 -20%
EWM
623
Empirical Wealth Management
Washington
$781K +$149K +943 +23%
BFA
624
Bragg Financial Advisors
North Carolina
$781K – – –
WANY
625
Wealthspire Advisors (New York)
New York
$780K -$113K -714 -12%
23 24
25
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