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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
901
SlateStone Wealth
Florida
$338K -$21.6K -251 -6%
MF
902
Manchester Financial
California
$338K +$6.72K +78 +2%
AWM
903
Avondale Wealth Management
Texas
$338K +$362K +4,200 +4,200%
T
904
TOBAM
France
$334K – – –
RG
905
Rathbones Group
United Kingdom
$332K -$35.3K -410 -9%
PAM
906
Private Asset Management
California
$330K -$77.5K -900 -18%
PMFA
907
Plante Moran Financial Advisors
Michigan
$330K +$344K +4,000 +2,000%
CCT
908
Country Club Trust
Missouri
$323K +$2.33K +27 +0.6%
AWM
909
Atticus Wealth Management
Florida
$323K +$27.7K +322 +8%
SOAMC
910
Spirit of America Management Corp
New York
$322K +$38.7K +450 +12%
ACM
911
Adalta Capital Management
New York
$321K – – –
AWM
912
Adams Wealth Management
Utah
$321K +$24.5K +285 +7%
HIP
913
HUB Investment Partners
Texas
$318K +$25K +290 +8%
CWM
914
Calamos Wealth Management
Illinois
$317K +$69.7K +809 +25%
FA
915
FDx Advisors
Illinois
$316K -$72.2K -838 -17%
OL
916
Optas LLC
Texas
$316K +$3.7K +43 +1%
BP
917
Ballentine Partners
Massachusetts
$316K +$18K +209 +5%
KF
918
Krilogy Financial
Missouri
$315K -$50.5K -586 -13%
BPA
919
Beacon Pointe Advisors
California
$315K -$24.6K -286 -7%
SC
920
Savant Capital
Illinois
$314K -$2.15K -25 -0.6%
CBT
921
Central Bank & Trust
Kentucky
$314K +$28.8K +334 +9%
CA
922
Continuum Advisory
Idaho
$313K +$25.8K +300 +9%
KA
923
Kercheville Advisors
Texas
$312K +$22K +255 +7%
HH
924
Hilltop Holdings
Texas
$311K -$560K -6,501 -62%
ISWM
925
Independent Solutions Wealth Management
New York
$308K -$125K -1,448 -27%
35 36
37
38 39