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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1201
Gries Financial
Ohio
$791K +$115K +1,043 +16%
CP
1202
Canopy Partners
Ohio
$790K +$94.3K +859 +13%
MMPW
1203
Mitchell McLeod Pugh & Williams
Alabama
$788K -$5.49K -50 -0.7%
TBA
1204
Tower Bridge Advisors
Pennsylvania
$787K +$163K +1,481 +25%
EI
1205
Ethic Inc
New York
$786K -$126K -1,144 -16%
RMC
1206
Resources Management Corp
Connecticut
$785K +$53.3K +485 +7%
RCM
1207
Raleigh Capital Management
North Carolina
$782K -$10.9K -99 -1%
KIC
1208
Keating Investment Counselors
Florida
$781K -$11K -100 -1%
CAG
1209
Csenge Advisory Group
Florida
$780K -$81.9K -746 -10%
PCS
1210
Personal CFO Solutions
New Jersey
$777K +$5.49K +50 +0.7%
SFP
1211
Shepherd Financial Partners
Massachusetts
$777K -$7.03K -64 -0.9%
SIC
1212
Salem Investment Counselors
North Carolina
$774K -$30.2K -275 -4%
TCPW
1213
Twin City Private Wealth
North Carolina
$773K +$44.6K +406 +6%
CWM
1214
Chesapeake Wealth Management
Virginia
$771K -$8.02K -73 -1%
SFG
1215
Seamount Financial Group
Colorado
$771K +$24.3K +221 +3%
IWA
1216
IVC Wealth Advisors
Pennsylvania
$770K -$102K -933 -11%
RWP
1217
RWA Wealth Partners
Massachusetts
$765K +$29.4K +268 +4%
PCA
1218
Pallas Capital Advisors
Massachusetts
$765K +$175K +1,594 +28%
BA
1219
Bristlecone Advisors
Washington
$764K +$222K +2,018 +39%
YAL
1220
Your Advocates Ltd
Texas
$762K -$11K -100 -1%
HB
1221
HTLF Bank
Colorado
$762K -$72.5K -660 -8%
CL
1222
CSS LLC
Illinois
$760K – – –
AG
1223
AlTi Global
New York
$759K +$8.57K +78 +1%
GM
1224
GeoWealth Management
Illinois
$758K -$23.3K -212 -3%
CF
1225
Copperwynd Financial
Arizona
$755K +$15.6K +142 +2%
47 48
49
50 51