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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
776
Gladstone Institutional Advisory
Florida
$462K +$6.66K +43 +2%
OCA
777
OpenArc Corporate Advisory
Georgia
$462K +$5.27K +34 +1%
ECM
778
Evergreen Capital Management
Washington
$462K -$137K -883 -23%
JWM
779
JGP Wealth Management
Oregon
$460K – – –
ERWM
780
Elk River Wealth Management
Colorado
$457K – – –
DJSG
781
D.J. St. Germain
Massachusetts
$456K – – –
WAP
782
Wealthcare Advisory Partners
Pennsylvania
$455K -$27.1K -175 -6%
RRA
783
Round Rock Advisors
Connecticut
$454K – – –
WIC
784
Woodmont Investment Counsel
Tennessee
$454K -$4.96K -32 -1%
AWM
785
Aprio Wealth Management
Georgia
$453K -$6.66K -43 -1%
AIP
786
Ameritas Investment Partners
Nebraska
$450K -$16.1K -104 -4%
RFG
787
Range Financial Group
Oregon
$446K +$64.9K +419 +18%
BAAM
788
Baker Avenue Asset Management
California
$445K +$98.2K +634 +29%
GLA
789
Great Lakes Advisors
Illinois
$444K +$87.2K +563 +25%
ECM
790
Ethos Capital Management
Pennsylvania
$439K -$1.26M -8,147 -75%
WAM
791
Wolverine Asset Management
Illinois
$437K – – –
CWM
792
Cornerstone Wealth Management
Missouri
$437K +$95.4K +616 +29%
AAM
793
Aureus Asset Management
Massachusetts
$435K -$18K -116 -4%
VWM
794
Venturi Wealth Management
Texas
$435K +$44K +284 +12%
FHC
795
First Horizon Corporation
Tennessee
$433K +$7.43K +48 +2%
DWA
796
Douglass Winthrop Advisors
New York
$433K – – –
DTC
797
Davidson Trust Company
Washington
$432K – – –
PFT
798
Providence First Trust
Arizona
$424K -$33.8K -218 -8%
CCIA
799
Cherry Creek Investment Advisors
Colorado
$424K +$1.08K +7 +0.3%
TSW
800
Thompson Siegel & Walmsley
Virginia
$422K – – –
30 31
32
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