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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1676
Montis Financial
Massachusetts
$967K -$1.18M -12,331 -53%
NP
1677
NorthRock Partners
Minnesota
$966K -$485K -5,068 -31%
MSAM
1678
Moloney Securities Asset Management
Missouri
$965K -$126K -1,313 -11%
MCM
1679
McDonough Capital Management
Florida
$964K -$203K -2,125 -16%
SF
1680
Summit Financial
New Jersey
$958K -$4.21K -44 -0.4%
BBNA
1681
Bremer Bank National Association
Minnesota
$957K +$92.4K +966 +10%
NAS
1682
Nicolet Advisory Services
Wisconsin
$956K +$54.9K +574 +6%
TFP
1683
Tilia Fiduciary Partners
North Carolina
$956K +$10.1K +106 +1%
BWP
1684
Balboa Wealth Partners
Arizona
$956K -$106K -1,113 -9%
MPW
1685
MGO Private Wealth
California
$955K -$61.6K -644 -6%
CAC
1686
Certified Advisory Corp
Florida
$953K +$29.7K +310 +3%
FUBT
1687
First United Bank & Trust
Maryland
$952K -$67.1K -702 -6%
PCM
1688
Prelude Capital Management
New York
$950K +$718K +7,511 +219%
SFG
1689
Synergy Financial Group
California
$950K -$171K -1,786 -14%
MPCG
1690
Matrix Private Capital Group
New York
$949K -$22.1K -231 -2%
BHBT
1691
Burke & Herbert Bank & Trust
Virginia
$947K -$12.8K -134 -1%
AWM
1692
Aries Wealth Management
Maine
$947K +$20.1K +210 +2%
FIM
1693
Freedom Investment Management
Connecticut
$939K -$68.8K -719 -6%
IB
1694
Intrust Bank
Kansas
$938K -$497K -5,197 -32%
FC
1695
Forte Capital
New York
$935K -$7.94K -83 -0.8%
VIM
1696
Vista Investment Management
Pennsylvania
$934K +$20.1K +210 +2%
SP
1697
Successful Portfolios
Florida
$932K +$15.8K +165 +2%
BWP
1698
Baldwin Wealth Partners
Massachusetts
$929K -$123K -1,287 -11%
OC
1699
Oakworth Capital
Alabama
$925K -$2.1K -22 -0.2%
MWM
1700
Modera Wealth Management
New Jersey
$925K -$28.8K -301 -3%
66 67
68
69 70