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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
SteelPeak Wealth
California
$7.73M +$7.5M +161,266 New
RWP
702
RWA Wealth Partners
Massachusetts
$7.71M +$113K +2,425 +2%
VWM
703
Venturi Wealth Management
Texas
$7.7M -$1.28M -27,566 -15%
WP
704
Woodline Partners
California
$7.7M +$7.46M +160,561 New
IPW
705
Inlet Private Wealth
Florida
$7.68M +$1.24M +26,673 +20%
CB
706
Community Bank
New York
$7.59M +$75K +1,614 +1%
ASN
707
Advisory Services Network
Georgia
$7.52M -$744K -16,011 -9%
NCM
708
Narwhal Capital Management
Georgia
$7.49M +$695K +14,952 +11%
MAM
709
Meeder Asset Management
Ohio
$7.48M -$7.23M -155,458 -50%
JWM
710
Jackson Wealth Management
Florida
$7.46M -$313K -6,725 -4%
EWM
711
Endurance Wealth Management
Rhode Island
$7.45M -$8.74K -188 -0.1%
CTA
712
Colonial Trust Advisors
South Carolina
$7.45M -$164K -3,535 -2%
GP
713
Girard Partners
Pennsylvania
$7.42M +$421K +9,060 +6%
LDB
714
Lee, Danner & Bass
Tennessee
$7.42M +$989K +21,273 +16%
TI
715
tru Independence
Oregon
$7.42M +$7.95M +171,049 New
CTC
716
Central Trust Company
Missouri
$7.4M +$830K +17,867 +13%
TNBTD
717
Trustmark National Bank Trust Department
Mississippi
$7.38M -$341K -7,331 -5%
CK
718
Cohen Klingenstein
New York
$7.37M +$502K +10,800 +8%
PTC
719
Petrus Trust Company
Texas
$7.36M +$576K +12,385 +9%
CI
720
Cigna Investments
Connecticut
$7.34M -$584K -12,565 -7%
KA
721
Kintegral Advisory
New York
$7.34M – – –
BCM
722
BTC Capital Management
Iowa
$7.26M +$739K +15,893 +12%
MKC
723
M. Kraus & Co
Vermont
$7.23M +$45.5K +980 +0.7%
RIM
724
Rampart Investment Management
Connecticut
$7.23M -$166K -3,571 -2%
IAA
725
Independent Advisor Alliance
North Carolina
$7.21M +$3.19M +68,556 +84%
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