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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1526
9258 Wealth Management
Ohio
$18.7M +$52.2K +354 +0.3%
FIB
1527
First Interstate Bank
Montana
$18.7M -$579K -3,925 -3%
RWM
1528
RKL Wealth Management
Pennsylvania
$18.6M +$147K +995 +0.9%
HIP
1529
Harrell Investment Partners
Texas
$18.6M +$687K +4,658 +4%
CWM
1530
CMH Wealth Management
New Hampshire
$18.6M -$1.43M -9,685 -8%
SAM
1531
Security Asset Management
New York
$18.6M -$193K -1,307 -1%
RZH
1532
Relyea Zuckerberg Hanson
Connecticut
$18.6M +$4.48M +30,379 +37%
SM
1533
STF Management
Texas
$18.5M +$6.84M +46,342 +70%
BCM
1534
Buckhead Capital Management
Georgia
$18.4M +$14.9K +101 +0.1%
BMCM
1535
Bryn Mawr Capital Management
Pennsylvania
$18.4M +$588K +3,982 +4%
CFD
1536
Creative Financial Designs
Indiana
$18.4M +$514K +3,483 +3%
HIC
1537
Harbor Island Capital
Massachusetts
$18.4M – – –
S
1538
SimplyRich
California
$18.4M -$67.7K -459 -0.4%
ST
1539
Sentinel Trust
Texas
$18.4M +$8.23M +55,766 +100%
PWMG
1540
Prestige Wealth Management Group
New Jersey
$18.3M -$2.76M -18,709 -14%
SLWA
1541
San Luis Wealth Advisors
California
$18.3M +$16.4M +111,040 New
WSC
1542
Wellington Shields & Co
New York
$18.3M +$454K +3,076 +3%
OHIS
1543
Oak Harvest Investment Services
Texas
$18.3M +$116K +786 +0.7%
CWP
1544
Cyndeo Wealth Partners
Florida
$18.3M -$2.03M -13,769 -11%
HPIA
1545
Hamilton Point Investment Advisors
North Carolina
$18.2M +$505K +3,422 +3%
BBNA
1546
Bremer Bank National Association
Minnesota
$18.2M -$758K -5,139 -4%
MFG
1547
Magnus Financial Group
New York
$18.2M -$214K -1,452 -1%
CD
1548
Chapin Davis
Maryland
$18.1M -$313K -2,121 -2%
CCT
1549
Capital City Trust
Florida
$18.1M +$278K +1,887 +2%
PIMJS
1550
PKO Investment Management Joint-Stock
Poland
$18.1M -$5.16M -35,000 -24%
60 61
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63 64