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Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
1151
AMG National Trust Bank
Colorado
$767K -$202K -2,231 -21%
BCM
1152
Barden Capital Management
Texas
$767K +$36.3K +401 +5%
AG
1153
AlTi Global
New York
$765K -$9.22K -102 -1%
CAG
1154
Crestwood Advisors Group
Massachusetts
$760K +$57.6K +637 +9%
GSCM
1155
Greenfield Seitz Capital Management
Texas
$758K -$6.78K -75 -0.9%
AI
1156
Arvest Investments
Arkansas
$754K -$4.52K -50 -0.6%
BHBT
1157
Burke & Herbert Bank & Trust
Virginia
$754K -$79K -873 -10%
SB
1158
Strategic Blueprint
Georgia
$751K +$9.13K +101 +1%
MSWM
1159
McGlone Suttner Wealth Management
Wisconsin
$749K -$421K -4,655 -37%
UWS
1160
Unique Wealth Strategies
Illinois
$747K -$10K -111 -1%
GIM
1161
Generali Investments Management
Slovenia
$745K -$168K -1,862 -19%
PCG
1162
Prosperity Consulting Group
Maryland
$745K +$77.2K +854 +12%
A
1163
Argentarii
Ohio
$744K +$140K +1,546 +24%
TWM
1164
Trueblood Wealth Management
Ohio
$742K -$32.1K -355 -4%
CIC
1165
Crawford Investment Counsel
Georgia
$741K -$8.23K -91 -1%
TWP
1166
Tyche Wealth Partners
Texas
$739K +$1.18K +13 +0.2%
VHAM
1167
Van Hulzen Asset Management
California
$739K -$24.1K -267 -3%
B
1168
Birchbrook
Maine
$737K – – –
AM
1169
AGF Management
Ontario, Canada
$737K -$2.58M -28,476 -78%
EHC
1170
Everett Harris & Co
California
$732K – – –
SIC
1171
Schwartz Investment Counsel
Michigan
$730K -$2.71M -30,000 -79%
IP
1172
Indivisible Partners
Florida
$730K +$705K +7,799 New
RWM
1173
Revisor Wealth Management
Ohio
$729K +$250K +2,766 +57%
VIM
1174
Vista Investment Management
Pennsylvania
$726K -$89.4K -988 -11%
PFBT
1175
Parkside Financial Bank & Trust
Missouri
$725K -$15.4K -170 -2%
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48 49