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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1076
Curated Wealth Partners
California
$1.29M -$373K -3,372 -26%
MCM
1077
McKinney Capital Management
Texas
$1.29M +$1.08M +9,769 New
WIS
1078
Wright Investors Service
Connecticut
$1.29M -$4.76K -43 -0.4%
SWM
1079
Shelton Wealth Management
Texas
$1.28M +$1.07M +9,686 New
TPI
1080
Trust Point Inc
Wisconsin
$1.28M +$73.5K +664 +7%
SFG
1081
SevenBridge Financial Group
Pennsylvania
$1.28M -$9.41K -85 -0.8%
BAM
1082
Belpointe Asset Management
Nevada
$1.28M -$597K -5,387 -36%
KIM
1083
Kestra Investment Management
Texas
$1.27M +$154K +1,392 +17%
SWM
1084
Segment Wealth Management
Texas
$1.27M -$114K -1,027 -10%
BFO
1085
Boston Family Office
Massachusetts
$1.27M +$50.8K +459 +5%
ILI
1086
Invesco LLC (Illinois)
Illinois
$1.27M +$18.9K +171 +2%
FNBTCON
1087
First National Bank & Trust Co of Newtown
Pennsylvania
$1.26M -$246K -2,219 -19%
SWM
1088
SeaCrest Wealth Management
New York
$1.26M +$36.4K +329 +4%
BMWS
1089
Brady Martz Wealth Solutions
North Dakota
$1.25M +$3.21K +29 +0.3%
RC
1090
Rexford Capital
Texas
$1.25M +$36.8K +332 +4%
CAG
1091
Crestwood Advisors Group
Massachusetts
$1.25M +$146K +1,314 +16%
GI
1092
GS Investments
Minnesota
$1.24M +$4.98K +45 +0.5%
IFG
1093
Independent Financial Group
California
$1.24M +$39.4K +356 +4%
MW
1094
Marble Wealth
Alabama
$1.24M -$2.67M -24,149 -72%
HVIA
1095
Hudson Valley Investment Advisors
New York
$1.24M -$250K -2,255 -19%
GSB
1096
Greenfield Savings Bank
Massachusetts
$1.23M +$2.77K +25 +0.3%
CBT
1097
CoreFirst Bank & Trust
Kansas
$1.23M -$86.3K -779 -8%
MA
1098
MCF Advisors
Kentucky
$1.23M +$683K +6,166 +197%
ANTB
1099
AMG National Trust Bank
Colorado
$1.22M +$120K +1,081 +13%
EFG
1100
Everhart Financial Group
Ohio
$1.22M +$181K +1,634 +21%
42 43
44
45 46