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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1251
Robertson Stephens Wealth Management
California
$699K -$12.8K -109 -2%
RB
1252
Rodgers Brothers
Pennsylvania
$699K -$11.7K -100 -2%
TW
1253
TritonPoint Wealth
Maryland
$695K +$701K +5,992 New
RCAG
1254
Rehmann Capital Advisory Group
Michigan
$694K -$5.62K -48 -0.8%
LIM
1255
Longfellow Investment Management
Massachusetts
$694K +$699K +5,977 New
PAMG
1256
Patton Albertson Miller Group
Tennessee
$691K -$5.97K -51 -0.8%
RIA
1257
Realta Investment Advisors
Delaware
$690K +$79.1K +676 +13%
EWP
1258
Engrave Wealth Partners
Texas
$690K -$12.5K -107 -2%
E3F
1259
Eight 31 Financial
Texas
$687K +$692K +5,919 New
FNFDCM
1260
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$687K -$4.09K -35 -0.6%
PPA
1261
Painted Porch Advisors
California
$687K +$692K +5,917 New
APW
1262
Austin Private Wealth
Texas
$686K +$10.8K +92 +2%
WT
1263
Washington Trust
Rhode Island
$684K +$13.2K +113 +2%
BIG
1264
Brooklyn Investment Group
New York
$683K +$688K +5,883 New
MWM
1265
Modern Wealth Management
Kansas
$682K +$688K +5,879 New
WCM
1266
Winthrop Capital Management
Indiana
$680K +$686K +5,860 New
CCT
1267
Capital City Trust
Florida
$679K -$433K -3,703 -39%
NAS
1268
Nicolet Advisory Services
Wisconsin
$679K -$186K -1,594 -21%
ACA
1269
Anchor Capital Advisors
Massachusetts
$672K – – –
LDB
1270
Lee, Danner & Bass
Tennessee
$671K -$44.7K -382 -6%
CC
1271
Cadinha & Co
Hawaii
$671K -$52.6K -450 -7%
MG
1272
Marex Group
$668K +$673K +5,755 New
ZIC
1273
ZWJ Investment Counsel
Georgia
$666K -$3.28K -28 -0.5%
FTC
1274
Farmers Trust Company
Ohio
$664K +$40K +342 +6%
FMLI
1275
Fukoku Mutual Life Insurance
Japan
$663K -$31K -265 -4%
49 50
51
52 53