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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1501
Inscription Capital
Texas
$24.2M -$4.69M -23,214 -16%
OCAM
1502
Onex Canada Asset Management
Ontario, Canada
$24.2M +$204K +1,012 +0.9%
SFM
1503
Signet Financial Management
New Jersey
$24.1M +$59K +292 +0.2%
MA
1504
MONECO Advisors
Connecticut
$24.1M +$639K +3,165 +3%
CWM
1505
Concentrum Wealth Management
California
$24M -$765K -3,788 -3%
GJWM
1506
Gilliland Jeter Wealth Management
Arkansas
$24M -$743K -3,677 -3%
ACM
1507
AlphaStar Capital Management
North Carolina
$24M +$23.6M +117,011 New
JPWM
1508
Jamison Private Wealth Management
Georgia
$24M -$3.7M -18,346 -14%
WWM
1509
Westwood Wealth Management
California
$24M -$1.49M -7,360 -6%
BWP
1510
Burling Wealth Partners
Illinois
$23.9M +$297K +1,469 +1%
CAM
1511
Claret Asset Management
Quebec, Canada
$23.9M -$550K -2,724 -2%
MIG
1512
McGuire Investment Group
Rhode Island
$23.9M +$345K +1,707 +1%
JJBC
1513
James J. Burns & Company
New York
$23.8M -$61.2K -303 -0.3%
FWTB
1514
First Western Trust Bank
Colorado
$23.7M +$724K +3,587 +3%
JRP
1515
Jasper Ridge Partners
California
$23.7M – – –
TCBWMS
1516
Texas Capital Bank Wealth Management Services
Texas
$23.7M -$355K -1,756 -1%
AC
1517
Arjuna Capital
North Carolina
$23.7M -$971K -4,808 -4%
WRPWM
1518
Werba Rubin Papier Wealth Management
California
$23.6M +$4.84M +23,968 +26%
BCB
1519
Brian C. Broderick
$23.6M -$631K -3,124 -3%
JWA
1520
JFS Wealth Advisors
Pennsylvania
$23.6M -$1.33M -6,598 -5%
CFSG
1521
Community Financial Services Group
Vermont
$23.6M -$282K -1,394 -1%
RZH
1522
Relyea Zuckerberg Hanson
Connecticut
$23.5M +$5.98M +29,630 +35%
TFA
1523
Teamwork Financial Advisors
Texas
$23.5M -$18.3M -90,400 -44%
APW
1524
Aventura Private Wealth
Florida
$23.5M +$11M +54,636 +91%
EFG
1525
Everhart Financial Group
Ohio
$23.5M -$1.7M -8,421 -7%
59 60
61
62 63