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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1301
MONECO Advisors
Connecticut
$723K +$217K +2,041 +39%
KIC
1302
Keating Investment Counselors
Florida
$721K -$15.9K -150 -2%
CWM
1303
Chesapeake Wealth Management
Virginia
$721K -$6.26K -59 -0.8%
BBHC
1304
Brown Brothers Harriman & Co
New York
$719K +$174K +1,637 +29%
RA
1305
RFG Advisory
Alabama
$719K +$322K +3,035 +72%
LWAM
1306
Legacy Wealth Asset Management
Minnesota
$718K +$56.3K +530 +8%
WANY
1307
Wealthspire Advisors (New York)
New York
$716K -$172K -1,616 -18%
LW
1308
Linscomb Wealth
Texas
$710K +$360K +3,390 +90%
JSSH
1309
J. Safra Sarasin Holding
$709K +$153K +1,439 +25%
GCM
1310
GKV Capital Management
California
$708K +$758K +7,135 New
WP
1311
Westmount Partners
California
$706K +$8.07K +76 +1%
MYLI
1312
Meiji Yasuda Life Insurance
Japan
$703K +$11.7K +110 +2%
ANBT
1313
American National Bank & Trust
Texas
$697K +$64K +603 +9%
DWA
1314
Delos Wealth Advisors
Texas
$697K +$616K +5,800 +472%
WC
1315
Westhampton Capital
North Carolina
$696K – – –
AFG
1316
American Financial Group
Ohio
$694K – – –
CPIG
1317
Chicago Partners Investment Group
Illinois
$694K +$78.3K +737 +12%
RCAG
1318
Rehmann Capital Advisory Group
Michigan
$692K +$6.79K +64 +0.9%
PCA
1319
Prosperity Capital Advisors
Ohio
$691K -$3.39M -31,970 -82%
SVWAG
1320
Sound View Wealth Advisors Group
Georgia
$690K +$85.7K +807 +13%
KWA
1321
Kingswood Wealth Advisors
California
$690K -$1.15M -10,824 -61%
GWSG
1322
GPS Wealth Strategies Group
Colorado
$690K -$534K -5,026 -42%
MWM
1323
Moran Wealth Management
Florida
$688K +$24.4K +230 +3%
PSFG
1324
Prairie Sky Financial Group
Illinois
$686K – – –
REMPR
1325
Roof Eidam Maycock Peralta (REMP)
California
$685K – – –
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