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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAMI
1076
Fideuram Asset Management (Ireland)
$943K +$980K +3,353 New
OHWP
1077
Oak Harbor Wealth Partners
North Carolina
$943K -$39.5K -135 -4%
KSB
1078
Kennebec Savings Bank
Maine
$937K +$15.8K +54 +2%
FI
1079
Finivi Inc
Massachusetts
$936K – – –
DA
1080
Denali Advisors
California
$936K +$497K +1,700 +131%
AAS
1081
Ameritas Advisory Services
Nebraska
$934K +$652K +2,229 +292%
BHA
1082
Beech Hill Advisors
New York
$930K – – –
SAW
1083
Signal Advisors Wealth
Michigan
$928K -$281K -962 -24%
CPA
1084
Capital Performance Advisors
California
$927K +$284K +971 +49%
CP
1085
Canopy Partners
Ohio
$921K +$51.2K +175 +6%
PPWP
1086
Premier Path Wealth Partners
New Jersey
$916K -$28.1K -96 -3%
CFP
1087
Catalyst Financial Partners
Massachusetts
$916K +$119K +408 +16%
1SB
1088
1ST Source Bank
Indiana
$912K -$29.2K -100 -3%
RA
1089
RiverPark Advisors
New York
$908K +$851K +2,909 New
SL
1090
Sentinus LLC
Illinois
$905K +$612K +2,092 +259%
V
1091
ViaWealth
Kansas
$901K -$78.9K -270 -9%
RA
1092
Ransom Advisory
Rhode Island
$901K +$844K +2,886 New
GIP
1093
Granite Investment Partners
California
$900K -$89.2K -305 -10%
SRS
1094
Strong Retirement Solutions
Washington
$896K +$840K +2,872 New
QI
1095
Qtron Investments
Massachusetts
$896K +$356K +1,218 +74%
SIA
1096
Soltis Investment Advisors
Utah
$894K +$356K +1,216 +74%
SWM
1097
Segment Wealth Management
Texas
$884K – – –
FAB
1098
First American Bank
Illinois
$878K -$18.7K -64 -2%
RPC
1099
Rossmore Private Capital
Connecticut
$875K -$2.92K -10 -0.4%
MWM
1100
Modern Wealth Management
Kansas
$871K -$1.46M -4,990 -64%
42 43
44
45 46