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Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
726
Manning & Napier Advisors
New York
$329K -$71.4K -334 -17%
WT
727
Whittier Trust
California
$329K – – –
PWS
728
Proactive Wealth Strategies
Georgia
$328K +$336K +1,572 New
PCS
729
Personal CFO Solutions
New Jersey
$326K +$8.55K +40 +3%
JTWM
730
Jackson Thornton Wealth Management
Alabama
$323K -$10.7K -50 -3%
FB
731
Fulton Bank
Pennsylvania
$319K -$214 -1 -0.1%
AG
732
AlTi Global
New York
$316K +$324K +1,516 New
PMSA
733
Patrick M. Sweeney & Associates
Illinois
$315K – – –
TCOTS
734
Trust Company of the South
North Carolina
$314K – – –
CFB
735
Cullen/Frost Bankers
Texas
$313K -$42.5K -199 -12%
NB
736
NBT Bank
New York
$313K -$48.5K -227 -13%
BFPW
737
BOK Financial Private Wealth
Colorado
$313K -$82.1K -384 -20%
HCM
738
Hengehold Capital Management
Ohio
$311K – – –
OFG
739
Oxford Financial Group
Indiana
$310K -$29.1K -136 -8%
CPA
740
Capital Performance Advisors
California
$308K +$19K +89 +6%
BA
741
Bridgewater Associates
Connecticut
$307K -$3.3M -15,421 -91%
G
742
GenTrust
Florida
$307K – – –
BIM
743
Baldwin Investment Management
Pennsylvania
$302K – – –
ONB
744
Old National Bancorp
Indiana
$301K +$15.6K +73 +5%
CFM
745
Catalyst Funds Management
Australia
$301K +$308K +1,442 New
SF
746
Sun Financial
Utah
$301K -$11.5K -54 -4%
WWC
747
Waypoint Wealth Counsel
Georgia
$300K -$31.6K -148 -9%
B
748
Bailard
California
$297K – – –
PPWP
749
Premier Path Wealth Partners
New Jersey
$294K +$4.92K +23 +2%
SPC
750
Spirepoint Private Client
Florida
$293K -$25.2K -118 -8%
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