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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1251
Core Wealth Partners
California
$229K +$246K +275 New
NB
1252
Nicolet Bankshares
Wisconsin
$227K -$107K -120 -31%
MCWS
1253
McKinley Carter Wealth Services
West Virginia
$227K – – –
AWA
1254
Amplius Wealth Advisors
Pennsylvania
$227K -$894 -1 -0.4%
WFO
1255
Wealthgate Family Office
Colorado
$227K – – –
PWM
1256
Paulson Wealth Management
Illinois
$226K – – –
FPB
1257
First PREMIER Bank
South Dakota
$225K – – –
CM
1258
Capula Management
Cayman Islands
$225K -$498K -557 -67%
CT
1259
Chicago Trust
Illinois
$225K -$26.8K -30 -10%
FC
1260
Forte Capital
New York
$224K +$10.7K +12 +5%
HBS
1261
Howard Bailey Securities
Indiana
$224K +$240K +269 New
MHR
1262
Matthew Hamilton Rosenberg
$224K +$10.7K +12 +5%
NCM
1263
Novare Capital Management
North Carolina
$224K +$38.4K +43 +19%
AG
1264
AlTi Global
New York
$223K +$240K +268 New
SFFS
1265
Stonehage Fleming Financial Services
Jersey
$223K – – –
DWAM
1266
Duncan Williams Asset Management
Tennessee
$222K +$238K +266 New
BGIM
1267
Boussard & Gavaudan Investment Management
United Kingdom
$220K +$237K +265 New
EAM
1268
Empirical Asset Management
Massachusetts
$220K +$16.1K +18 +0.6%
WAM
1269
WNY Asset Management
New York
$220K -$894 -1 -0.4%
ANBT
1270
American National Bank & Trust
Texas
$218K -$136K -152 -37%
TFF
1271
The Family Firm
Maryland
$218K +$39.3K +44 +20%
CFG
1272
Citizens Financial Group
Rhode Island
$218K +$58.1K +65 +33%
DekaBank Deutsche Girozentrale
1273
DekaBank Deutsche Girozentrale
Germany
$216K -$2.68K -3 -1%
TC
1274
Trilogy Capital
California
$215K +$231K +258 New
GTAM
1275
Global Trust Asset Management
Florida
$215K +$92.1K +103 +66%