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Name Holding Trade Value Shares
Change 		Change in
Stake
VV
851
Verity & Verity
South Carolina
$3.4M +$155K +2,966 +5%
CG
852
Cutler Group
California
$3.39M +$3.51M +67,360 New
CB
853
Community Bank
New York
$3.37M -$227K -4,365 -6%
MWM
854
Modera Wealth Management
New Jersey
$3.37M +$2.05M +39,429 +143%
MIAN
855
Mariner Independent Advisor Network
Kansas
$3.37M -$124K -2,387 -3%
SWP
856
Stratos Wealth Partners
Ohio
$3.35M +$89.3K +1,714 +3%
EGM
857
Engineers Gate Manager
New York
$3.34M +$2.09M +40,058 +152%
CCG
858
Ceeto Capital Group
Florida
$3.33M -$5.21K -100 -0.2%
PDN
859
Pensionfund DSM Netherlands
Netherlands
$3.32M – – –
BCM
860
Brookmont Capital Management
Texas
$3.29M -$88.5K -1,699 -3%
EA
861
Ellsworth Advisors
Ohio
$3.28M +$3.4M +65,254 New
IWC
862
Integrated Wealth Concepts
Massachusetts
$3.27M +$797K +15,284 +31%
FMBTD
863
First Midwest Bank Trust Division
Illinois
$3.27M +$80.9K +1,552 +2%
LSPW
864
Lake Street Private Wealth
Illinois
$3.27M +$385K +7,387 +13%
ECG
865
Edge Capital Group
Georgia
$3.26M +$702K +13,460 +26%
AIIMS
866
Analyst IMS Investment Management Services
Israel
$3.26M +$257K +4,930 +8%
DCM
867
Donaldson Capital Management
Indiana
$3.26M -$3.76M -72,103 -53%
HG
868
Herbst Group
Connecticut
$3.22M +$3.33M +63,906 New
ATIA
869
American Trust Investment Advisors
New Hampshire
$3.2M -$1.82K -35 -0.1%
CF
870
Concorde Financial
Texas
$3.2M +$3.32M +63,762 New
IAA
871
Independent Advisor Alliance
North Carolina
$3.17M -$125K -2,406 -4%
IWP
872
Icon Wealth Partners
Texas
$3.16M -$31.1K -596 -0.9%
TPA
873
Trivium Point Advisory
Connecticut
$3.16M +$74.8K +1,436 +2%
SIMM
874
Stillwater Investment Management (Minnesota)
Minnesota
$3.16M -$146K -2,793 -4%
AC
875
Arjuna Capital
North Carolina
$3.16M -$119K -2,281 -4%
33 34
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