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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1126
River Wealth Advisors
Pennsylvania
$34.5M +$1.1M +6,931 +4%
RP
1127
Rice Partnership
Hawaii
$34.5M +$497K +3,142 +2%
WA
1128
WP Advisors
California
$34.5M -$153K -968 -0.5%
RIA
1129
Realta Investment Advisors
Delaware
$34.5M +$372K +2,352 +1%
TGAM
1130
TBH Global Asset Management
Tennessee
$34.4M -$317K -2,005 -1%
AWE
1131
Avidian Wealth Enterprises
Texas
$34.4M -$25.2M -159,164 -45%
MF
1132
Montis Financial
Massachusetts
$34.3M -$853K -5,400 -3%
FFBTD
1133
First Financial Bank - Trust Division
Ohio
$34.3M -$550K -3,481 -2%
WWM
1134
Westwood Wealth Management
California
$34.3M +$30.5M +193,004 New
FMBTD
1135
First Midwest Bank Trust Division
Illinois
$34.2M -$652K -4,123 -2%
PIA
1136
Perennial Investment Advisors
California
$34.2M +$253K +1,599 +0.8%
SW
1137
SlateStone Wealth
Florida
$34.2M +$2.41M +15,238 +9%
LC
1138
Lindbrook Capital
California
$34.1M +$10.2M +64,426 +50%
PIP
1139
Peachtree Investment Partners
Florida
$34.1M +$290K +1,838 +1%
BOH
1140
Bank of Hawaii
Hawaii
$34M -$3.83M -24,217 -11%
CFS
1141
CRA Financial Services
New Jersey
$34M +$169K +1,068 +0.6%
WIC
1142
Woodmont Investment Counsel
Tennessee
$33.9M +$172K +1,091 +0.6%
LW
1143
Linscomb Wealth
Texas
$33.8M -$354K -2,238 -1%
JWM
1144
JGP Wealth Management
Oregon
$33.8M +$730K +4,622 +2%
TW
1145
TrinityPoint Wealth
Connecticut
$33.8M +$793K +5,015 +3%
JFA
1146
Johanson Financial Advisors
California
$33.7M -$253K -1,599 -0.8%
MAM
1147
Mark Asset Management
New York
$33.7M +$601K +3,801 +2%
LSAG
1148
Lake Street Advisors Group
New Hampshire
$33.7M +$1.03M +6,529 +4%
GLLW
1149
Graves Light Lenhart Wealth
Virginia
$33.6M +$864K +5,465 +3%
NCM
1150
Novare Capital Management
North Carolina
$33.5M +$474 +3 +0%
44 45
46
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