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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
551
Dakota Wealth Management
Florida
$179M +$1M +3,499 +0.6%
OIA
552
OneDigital Investment Advisors
Kansas
$179M +$2.12M +7,421 +1%
EP
553
Evelyn Partners
$178M +$176M +616,120 New
MWM
554
Modern Wealth Management
Kansas
$178M +$28M +97,771 +19%
LPPI
555
Local Pensions Partnership Investment
United Kingdom
$178M -$33.6M -117,387 -16%
CFO
556
Callan Family Office
Pennsylvania
$178M +$6.39M +22,355 +4%
PAS
557
Park Avenue Securities
New York
$177M +$2.98M +10,403 +2%
PP
558
Patten & Patten
Tennessee
$177M -$2.43M -8,478 -1%
HFM
559
Harvest Fund Management
China
$177M -$8.42M -29,442 -5%
MOS
560
MGO One Seven
Ohio
$177M +$9.3M +32,521 +6%
BCM
561
Brookstone Capital Management
Illinois
$176M +$15.4M +53,816 +10%
CIC
562
Carnegie Investment Counsel
Ohio
$176M -$16.3M -56,897 -9%
CIA
563
Choate Investment Advisors
Massachusetts
$175M -$5.27M -18,419 -3%
ATC
564
Argent Trust Co
Tennessee
$174M +$15.4M +53,781 +10%
GUB
565
Golden Unicorn BVI
$174M -$28.6M -100,000 -14%
ONB
566
Old National Bancorp
Indiana
$173M -$9.52M -33,274 -5%
VAS
567
Vestmark Advisory Solutions
Massachusetts
$172M -$5.41M -18,911 -3%
S
568
SignatureFD
Georgia
$172M +$2.25M +7,864 +1%
KWM
569
Kingsview Wealth Management
Oregon
$171M -$48.9M -170,821 -22%
DCM
570
Donaldson Capital Management
Indiana
$171M +$7.54M +26,374 +5%
MJRIC
571
Mogy Joel R Investment Counsel
California
$171M -$574K -2,005 -0.3%
ATPW
572
Ashton Thomas Private Wealth
Arizona
$171M +$2.69M +9,401 +2%
DIA
573
Dana Investment Advisors
Wisconsin
$170M +$3.98M +13,930 +2%
WC
574
Whitney & Co
New York
$170M +$4.68M +16,357 +3%
MYIA
575
Mount Yale Investment Advisors
Colorado
$170M -$822K -2,874 -0.5%
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