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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
926
KB Financial Partners
New Jersey
$558K -$420 -2 -0.1%
IAM
927
Innovis Asset Management
Illinois
$557K +$30.9K +147 +5%
HJIM
928
Henry James International Management
New York
$557K +$2.1K +10 +0.3%
FIM
929
Freedom Investment Management
Connecticut
$556K -$1.17M -5,581 -66%
WPW
930
Waldron Private Wealth
Pennsylvania
$550K +$57.4K +273 +11%
FCAG
931
First Capital Advisors Group
New Jersey
$548K -$87.4K -416 -13%
FAB
932
First American Bank
Illinois
$547K – – –
BAM
933
Belpointe Asset Management
Nevada
$544K -$199K -945 -25%
CWP
934
Cyndeo Wealth Partners
Florida
$544K +$5.67K +27 +1%
WP
935
WMS Partners
Maryland
$544K -$46.4K -221 -7%
MBT
936
Montecito Bank & Trust
California
$540K -$225K -1,073 -28%
MIM
937
Merrion Investment Management
New Jersey
$538K – – –
ARG
938
Advisory Resource Group
Oklahoma
$533K +$66.2K +315 +13%
BFM
939
Boston Financial Management
Massachusetts
$532K +$87.8K +418 +18%
WPC
940
Wedmont Private Capital
Pennsylvania
$523K -$51.7K -246 -8%
C
941
Certuity
Florida
$522K +$22.9K +109 +4%
PWPS
942
Pinnacle Wealth Planning Services
Ohio
$519K +$1.05K +5 +0.2%
OIA
943
Optimum Investment Advisors
Illinois
$519K -$31.5K -150 -5%
FWA
944
FSM Wealth Advisors
Ohio
$519K +$77.5K +369 +16%
HH
945
Hilltop Holdings
Texas
$519K -$1.05K -5 -0.2%
FMWA
946
Forvis Mazars Wealth Advisors
Missouri
$518K +$23.7K +113 +4%
CSB
947
City State Bank
Iowa
$518K – – –
CSI
948
Cross Staff Investments
New York
$514K – – –
IAIM
949
International Assets Investment Management
Florida
$512K +$6.3K +30 +1%
1W
950
1776 Wealth
Georgia
$511K +$12.2K +58 +2%
36 37
38
39 40