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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1351
First Foundation Advisors
California
$804K -$345K -8,036 -28%
PAMG
1352
Patton Albertson Miller Group
Tennessee
$804K -$25K -583 -3%
SIA
1353
SkyView Investment Advisors
New Jersey
$800K -$353K -8,226 -29%
MP
1354
McDonald Partners
Ohio
$799K +$40.3K +940 +5%
WMA
1355
West Michigan Advisors
Michigan
$797K +$36.9K +861 +4%
LK
1356
Lumbard & Kellner
New Hampshire
$796K
HH
1357
Hilltop Holdings
Texas
$796K +$20.8K +485 +2%
DBT
1358
Dubuque Bank & Trust
Iowa
$791K +$4.72K +110 +0.5%
HPWM
1359
High Pines Wealth Management
Massachusetts
$788K -$148K -3,447 -15%
BFO
1360
Biltmore Family Office
North Carolina
$788K +$18.5K +431 +2%
BHBT
1361
Burke & Herbert Bank & Trust
Virginia
$787K -$64.4K -1,503 -7%
ET
1362
Equitable Trust
Tennessee
$786K -$172K -4,000 -17%
BC
1363
Brio Consultants
California
$785K +$129 +3 +0%
CWM
1364
Calamos Wealth Management
Illinois
$784K -$21.4K -498 -2%
BC
1365
Bowman & Company
Wisconsin
$784K +$143K +3,327 +20%
FSA
1366
Fort Sheridan Advisors
Illinois
$782K +$142K +3,300 +20%
MC
1367
Machina Capital
France
$782K +$854K +19,923 New
STA
1368
Summit Trail Advisors
New York
$780K +$589K +13,732 +223%
KFA
1369
Krane Funds Advisors
New York
$778K +$850K +19,827 New
CWM
1370
Cordatus Wealth Management
Pennsylvania
$775K +$40K +934 +5%
CNBT
1371
Cornerstone National Bank & Trust
Illinois
$773K -$117K -2,733 -12%
EWA
1372
Exencial Wealth Advisors
Oklahoma
$772K +$193K +4,499 +30%
MCM
1373
Manchester Capital Management
Vermont
$772K +$207K +4,830 +33%
AWG
1374
Altus Wealth Group
Colorado
$771K +$25.8K +602 +5%
TL
1375
Tradewinds LLC
North Carolina
$771K +$842K +19,645 New