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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1676
Aries Wealth Management
Maine
$12.8M +$331K +2,579 +3%
TWA
1677
TCI Wealth Advisors
Arizona
$12.8M -$4.6M -35,801 -25%
BONST
1678
Bank of Nova Scotia Trust
Ontario, Canada
$12.8M -$724K -5,640 -5%
CIG
1679
Consolidated Investment Group
Colorado
$12.8M – – –
RWM
1680
RKL Wealth Management
Pennsylvania
$12.8M -$504K -3,929 -4%
CWM
1681
Cordatus Wealth Management
Pennsylvania
$12.8M +$41.2K +321 +0.3%
MSFS
1682
Main Street Financial Solutions
Pennsylvania
$12.7M -$175K -1,362 -1%
FPGK
1683
Financial Partners Group (Kansas)
Kansas
$12.7M +$255K +1,986 +2%
CL
1684
Choreo LLC
Illinois
$12.7M -$582K -4,535 -4%
VWM
1685
Venturi Wealth Management
Texas
$12.7M -$1.75M -13,658 -12%
EH
1686
Employers Holdings
Nevada
$12.7M – – –
IWP
1687
Icon Wealth Partners
Texas
$12.7M +$5.1M +39,717 +62%
AIA
1688
AIMZ Investment Advisors
California
$12.6M -$35.6K -277 -0.3%
PP
1689
Pegasus Partners
Wisconsin
$12.6M -$1.83M -14,290 -12%
IP
1690
Isthmus Partners
Wisconsin
$12.6M -$944K -7,352 -7%
BW
1691
Bison Wealth
Georgia
$12.6M +$596K +4,646 +5%
HW
1692
Hedeker Wealth
Illinois
$12.6M +$309K +2,408 +2%
JWM
1693
Jeppson Wealth Management
California
$12.6M -$109K -846 -0.8%
SFS
1694
Strategic Financial Services
New York
$12.6M -$1.18M -9,211 -8%
PF
1695
Phoenix Financial
Israel
$12.6M +$9.37K +73 +0.1%
CA
1696
Commerzbank Aktiengesellschaft
Germany
$12.6M +$1.48M +11,548 +13%
KTM
1697
Keeler Thomas Management
Utah
$12.6M +$82.8K +645 +0.6%
AMC
1698
Asset Management Corp
Illinois
$12.6M -$11.9M -92,839 -90%
CA
1699
Calton & Associates
Florida
$12.5M -$2.18M -17,017 -14%
WF
1700
WoodTrust Financial
Wisconsin
$12.4M -$665K -5,184 -5%
66 67
68
69 70