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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
1176
Legacy Wealth Management (Mississippi)
Mississippi
$628K +$13.9K +139 +2%
FNBOMD
1177
First National Bank of Mount Dora
Florida
$628K -$41.1K -412 -6%
WIC
1178
Wilkins Investment Counsel
Massachusetts
$626K – – –
BMO
1179
Beck Mack & Oliver
New York
$625K -$28.6K -287 -4%
MIP
1180
Marietta Investment Partners
Wisconsin
$625K – – –
GSB
1181
Greenfield Savings Bank
Massachusetts
$624K -$4.69K -47 -0.8%
SCP
1182
Syntal Capital Partners
Texas
$623K -$9.18K -92 -2%
HIP
1183
HUB Investment Partners
Texas
$622K -$683K -6,844 -53%
SW
1184
SteelPeak Wealth
California
$622K -$188K -1,889 -24%
CC
1185
Cadinha & Co
Hawaii
$618K – – –
MWM
1186
Mattern Wealth Management
Kansas
$618K – – –
BFPW
1187
BOK Financial Private Wealth
Colorado
$616K – – –
ZCA
1188
Zeke Capital Advisors
Pennsylvania
$615K +$399 +4 +0.1%
MCCP
1189
Mission Creek Capital Partners
California
$613K -$2.59K -26 -0.4%
AIA
1190
Armor Investment Advisors
North Carolina
$611K -$16.2K -162 -3%
NAM
1191
NTV Asset Management
West Virginia
$610K – – –
CIM
1192
Cambria Investment Management
California
$609K +$269K +2,697 +83%
PFGIA
1193
Patriot Financial Group Insurance Agency
Massachusetts
$605K +$9.58K +96 +2%
APC
1194
Aspire Private Capital
North Carolina
$604K -$68.7K -689 -10%
ACA
1195
Anchor Capital Advisors
Massachusetts
$603K – – –
RSWM
1196
Robertson Stephens Wealth Management
California
$601K -$5.99K -60 -1%
ST
1197
Sageworth Trust
Pennsylvania
$599K -$247K -2,473 -30%
CCA
1198
Conservest Capital Advisors
Pennsylvania
$591K -$587K -5,886 Closed
GWM
1199
Geneos Wealth Management
Colorado
$588K -$5.49M -55,064 -91%
WTB
1200
Washington Trust Bank
Washington
$588K – – –
46 47
48
49 50