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Name Holding Trade Value Shares
Change 		Change in
Stake
S
526
SignatureFD
Georgia
$331K -$8.79K -105 -2%
JTWM
527
Jackson Thornton Wealth Management
Alabama
$330K -$513K -6,125 -60%
HCA
528
Harbour Capital Advisors
Virginia
$329K +$300K +3,580 New
ACA
529
Aptus Capital Advisors
Alabama
$329K -$51.4K -614 -13%
TG
530
TCW Group
California
$319K +$16.1K +192 +5%
SGI
531
Summit Global Investments
Utah
$312K -$1.18M -14,058 -78%
PA
532
Pinnacle Associates
New York
$309K -$233K -2,776 -42%
PWMAG
533
Pinnacle Wealth Management Advisory Group
New Jersey
$306K -$233K -2,776 -42%
MCM
534
Marathon Capital Management
Maryland
$306K +$319K +3,803 New
AWM
535
Avondale Wealth Management
Texas
$305K +$318K +3,800 New
NWM
536
Northwest Wealth Management
Iowa
$298K -$106K -1,271 -26%
CAG
537
Crestwood Advisors Group
Massachusetts
$297K +$68.7K +820 +28%
SC
538
Scotia Capital
Ontario, Canada
$296K +$309K +3,687 New
SAI
539
Savvy Advisors Inc
New York
$294K -$204K -2,438 -40%
CCA
540
Childress Capital Advisors
Texas
$290K +$40.5K +484 +16%
CWM
541
Concentrum Wealth Management
California
$289K -$88.8K -1,060 -23%
WPC
542
Wedmont Private Capital
Pennsylvania
$288K -$1.93K -23 -0.7%
NPT
543
National Philanthropic Trust
Pennsylvania
$285K – – –
AP
544
Americana Partners
Texas
$284K +$12.7K +152 +4%
AI
545
Atria Investments
North Carolina
$282K +$48.9K +584 +20%
KCM
546
Kathmere Capital Management
Pennsylvania
$271K +$282K +3,365 New
MGP
547
Metis Global Partners
California
$269K -$14.6K -174 -5%
GW
548
Graetz Wealth
Michigan
$268K +$35.8K +427 +15%
LTAS
549
Linden Thomas Advisory Services
North Carolina
$268K +$279K +3,331 New
MFG
550
Menard Financial Group
Texas
$267K – – –
20 21
22
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