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Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
801
First Western Trust Bank
Colorado
$276K +$19.3K +8 +8%
CI
802
Conning Inc
Connecticut
$274K -$2.42K -1 -0.9%
PCA
803
Personal Capital Advisors
California
$274K – – –
FLPIM
804
F.L. Putnam Investment Management
Massachusetts
$274K +$9.67K +4 +4%
FFG
805
Fortem Financial Group
California
$271K – – –
GIP
806
Greatmark Investment Partners
Georgia
$271K – – –
SCA
807
Southern Capital Advisors
Tennessee
$271K – – –
LPT
808
Legacy Private Trust
Wisconsin
$271K – – –
LWAC
809
Laurel Wealth Advisors (California)
California
$271K -$19.3K -8 -7%
ECM
810
Evergreen Capital Management
Washington
$269K -$72.5K -30 -22%
WAP
811
Wealthcare Advisory Partners
Pennsylvania
$269K +$263K +109 New
S
812
SimplyRich
California
$268K – – –
CCP
813
Carmel Capital Partners
California
$266K – – –
LAM
814
L2 Asset Management
Massachusetts
$266K +$9.67K +4 +4%
CPW
815
Crestmont Private Wealth
Texas
$266K +$261K +108 New
ACM
816
Advisors Capital Management
New Jersey
$261K -$62.8K -26 -20%
MSFS
817
Main Street Financial Solutions
Pennsylvania
$259K -$4.83K -2 -2%
LC
818
Legacy CG
Texas
$259K -$2.5M -1,036 -91%
CFO
819
CVA Family Office
Colorado
$254K +$2.42K +1 +1%
GWM
820
Gitterman Wealth Management
New Jersey
$254K +$249K +103 New
OFS
821
OneAscent Financial Services
Alabama
$252K +$16.9K +7 +7%
HT
822
Headlands Technologies
Illinois
$252K +$247K +102 New
ZCA
823
Zeke Capital Advisors
Pennsylvania
$252K -$70.1K -29 -22%
MC
824
Maverick Capital
Texas
$252K -$24.2K -10 -9%
CA
825
Crewe Advisors
Utah
$249K -$31.4K -13 -11%
31 32
33
34 35