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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1176
Potomac Fund Management
Florida
$913K +$978K +9,209 New
GI
1177
GS Investments
Minnesota
$913K -$133K -1,255 -12%
PHS
1178
Pekin Hardy Strauss
Illinois
$909K -$310K -2,920 -24%
PWP
1179
Private Wealth Partners
California
$907K -$90.7K -854 -9%
BFO
1180
Boston Family Office
Massachusetts
$906K – – –
CRC
1181
Curi RMB Capital
Illinois
$904K -$19.3K -182 -2%
NAS
1182
Nicolet Advisory Services
Wisconsin
$902K +$51.8K +488 +6%
MWP
1183
Meriwether Wealth & Planning
Louisiana
$900K +$963K +9,071 New
WW
1184
Winnow Wealth
Texas
$899K +$985K +9,282 New
CST
1185
Charles Schwab Trust
Nevada
$898K +$26.3K +248 +3%
RBC
1186
Romano Brothers & Co
Illinois
$897K -$11.1K -105 -1%
SB
1187
Strategic Blueprint
Georgia
$897K +$322K +3,035 +50%
HIC
1188
Holderness Investments Company
North Carolina
$894K -$32.2K -303 -3%
AWM
1189
Angeles Wealth Management
California
$892K +$110K +1,040 +13%
BMWS
1190
Brady Martz Wealth Solutions
North Dakota
$888K +$899K +8,463 New
STCOSD
1191
Sageworth Trust Company of South Dakota
South Dakota
$886K – – –
BHBT
1192
Burke & Herbert Bank & Trust
Virginia
$885K – – –
PTC
1193
Private Trust Company
Ohio
$880K +$92.2K +868 +11%
BCM
1194
Brookstone Capital Management
Illinois
$878K +$40.7K +383 +5%
LAM
1195
Lifestyle Asset Management
Texas
$877K +$73.4K +691 +8%
SA
1196
Sovran Advisors
California
$876K +$887K +8,354 New
PCS
1197
Personal CFO Solutions
New Jersey
$867K +$145K +1,362 +18%
GSB
1198
Greenfield Savings Bank
Massachusetts
$866K +$33.9K +319 +4%
OPWM
1199
Oakwell Private Wealth Management
Texas
$866K +$53.9K +508 +6%
PWM
1200
Perigon Wealth Management
California
$865K +$109K +1,028 +14%
46 47
48
49 50