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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
501
Gradient Investments
Minnesota
$311K +$148 +2 +0%
MFS
502
Mattson Financial Services
Michigan
$310K – – –
CIA
503
Capital Investment Advisors
Georgia
$308K +$594 +8 +0.2%
KCP
504
Kera Capital Partners
California
$305K +$15.3K +206 +6%
NG
505
Norden Group
Utah
$303K -$94.9K -1,278 -25%
CAM
506
Cresset Asset Management
Illinois
$293K +$280K +3,771 New
APW
507
Aventura Private Wealth
Florida
$292K – – –
AF
508
Allworth Financial
California
$286K +$111K +1,499 +69%
QL
509
Quarry LP
New York
$286K -$104K -1,400 -28%
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$281K -$16.2K -218 -6%
TCOT
511
Trust Company of Toledo
Ohio
$274K +$371 +5 +0.1%
JIC
512
Johnson Investment Counsel
Ohio
$274K +$4.97K +67 +2%
FSG
513
Financial Strategies Group
Michigan
$273K +$1.63K +22 +0.6%
PCM
514
Pointe Capital Management
Michigan
$273K – – –
AWM
515
Aprio Wealth Management
Georgia
$271K +$259K +3,487 New
WA
516
Waverly Advisors
Alabama
$270K +$259K +3,487 New
BC
517
Bridgefront Capital
Texas
$269K -$1.63M -21,895 -86%
CA
518
Commerzbank Aktiengesellschaft
Germany
$268K -$8.61K -116 -3%
DWP
519
Daymark Wealth Partners
Ohio
$268K +$36.7K +495 +17%
V
520
VeraBank
Texas
$264K – – –
SFS
521
Stiles Financial Services
Minnesota
$263K – – –
CA
522
Corecam AG
$259K +$249K +3,361 New
HNWA
523
Henrickson Nauta Wealth Advisors
Michigan
$258K -$128K -1,719 -34%
CIA
524
Concurrent Investment Advisors
Florida
$256K +$15.1K +204 +7%
ESB
525
Essex Savings Bank
Connecticut
$254K -$371 -5 -0.2%
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