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Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1351
Pekin Hardy Strauss
Illinois
$808K -$177K -4,117 -17%
FFA
1352
First Foundation Advisors
California
$804K -$345K -8,036 -28%
PAMG
1353
Patton Albertson Miller Group
Tennessee
$804K -$25K -583 -3%
SIA
1354
SkyView Investment Advisors
New Jersey
$800K -$353K -8,226 -29%
MP
1355
McDonald Partners
Ohio
$799K +$40.3K +940 +5%
WMA
1356
West Michigan Advisors
Michigan
$797K +$36.9K +861 +4%
LK
1357
Lumbard & Kellner
New Hampshire
$796K – – –
HH
1358
Hilltop Holdings
Texas
$796K +$20.8K +485 +2%
DBT
1359
Dubuque Bank & Trust
Iowa
$791K +$4.72K +110 +0.5%
HPWM
1360
High Pines Wealth Management
Massachusetts
$788K -$148K -3,447 -15%
BFO
1361
Biltmore Family Office
North Carolina
$788K +$18.5K +431 +2%
BHBT
1362
Burke & Herbert Bank & Trust
Virginia
$787K -$64.4K -1,503 -7%
ET
1363
Equitable Trust
Tennessee
$786K -$172K -4,000 -17%
BC
1364
Brio Consultants
California
$785K +$129 +3 +0%
CWM
1365
Calamos Wealth Management
Illinois
$784K -$21.4K -498 -2%
BC
1366
Bowman & Company
Wisconsin
$784K +$143K +3,327 +20%
FSA
1367
Fort Sheridan Advisors
Illinois
$782K +$142K +3,300 +20%
MC
1368
Machina Capital
France
$782K +$854K +19,923 New
STA
1369
Summit Trail Advisors
New York
$780K +$589K +13,732 +223%
KFA
1370
Krane Funds Advisors
New York
$778K +$850K +19,827 New
CWM
1371
Cordatus Wealth Management
Pennsylvania
$775K +$40K +934 +5%
CNBT
1372
Cornerstone National Bank & Trust
Illinois
$773K -$117K -2,733 -12%
EWA
1373
Exencial Wealth Advisors
Oklahoma
$772K +$193K +4,499 +30%
MCM
1374
Manchester Capital Management
Vermont
$772K +$207K +4,830 +33%
AWG
1375
Altus Wealth Group
Colorado
$771K +$25.8K +602 +5%