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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1826
44 Wealth Management
Oregon
$323K -$18.3K -89 -6%
DE
1827
DV Equities
Illinois
$322K +$305K +1,481 New
GPW
1828
Genesis Private Wealth
Virginia
$321K +$7.61K +37 +3%
PAM
1829
Palisade Asset Management
Minnesota
$321K – – –
MO
1830
McMillan Office
Michigan
$320K +$304K +1,476 New
MAM
1831
Milestone Asset Management
Pennsylvania
$320K +$93.2K +453 +44%
MFG
1832
Mainsail Financial Group
Washington
$319K -$13K -63 -4%
FI
1833
Financial Insights
Washington
$319K +$38K +185 +14%
WOSD
1834
WFA of San Diego
California
$319K -$46.3K -225 -13%
WF
1835
Welch & Forbes
Massachusetts
$319K – – –
CNWM
1836
Clay Northam Wealth Management
California
$317K – – –
SIAP
1837
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$317K -$411 -2 -0.1%
ST
1838
Spinnaker Trust
Maine
$317K – – –
MWAM
1839
Manhattan West Asset Management
California
$317K -$206 -1 -0.1%
IP
1840
Isthmus Partners
Wisconsin
$317K +$300K +1,458 New
SIM
1841
SSI Investment Management
California
$317K – – –
IIM
1842
IFC & Insurance Marketing
California
$316K +$299K +1,454 New
PD
1843
Planning Directions
Pennsylvania
$316K – – –
WTA
1844
Washington Trust Advisors
Massachusetts
$315K – – –
HB
1845
Horizon Bancorp
Indiana
$315K +$82.5K +401 +38%
WW
1846
Waterfront Wealth
Kansas
$315K -$16.9K -82 -6%
OWA
1847
Opal Wealth Advisors
New York
$315K +$24.9K +121 +9%
KA
1848
Klingman & Associates
New York
$314K -$92.1K -448 -24%
AG
1849
AlTi Global
New York
$314K -$53.9K -262 -15%
RFW
1850
Rainier Family Wealth
Washington
$313K -$52.2K -254 -15%
72 73
74
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