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Name Holding Trade Value Shares
Change 		Change in
Stake
TWG
651
The Wealth Group
Minnesota
$721K – – –
MWM
652
Modera Wealth Management
New Jersey
$717K -$138K -1,290 -17%
C
653
Certuity
Florida
$716K +$133K +1,242 +24%
MIP
654
Marietta Investment Partners
Wisconsin
$713K -$9.28K -87 -1%
FRA
655
Frank Rimerman Advisors
California
$711K +$12.4K +116 +2%
SBFM
656
S-Bank Fund Management
Finland
$707K +$675K +6,328 New
BAAM
657
Baker Avenue Asset Management
California
$704K +$240K +2,253 +56%
UWS
658
Unique Wealth Strategies
Illinois
$702K -$56.8K -532 -8%
RHJA
659
Rice Hall James & Associates
California
$691K -$318K -2,979 -33%
GHI
660
Gross & Hartman Investments
Pennsylvania
$688K -$63.9K -599 -9%
LAM
661
L2 Asset Management
Massachusetts
$686K -$146K -1,371 -18%
MWM
662
Modern Wealth Management
Kansas
$685K +$86.3K +809 +15%
RS
663
R Squared
Hong Kong
$683K -$155K -1,451 -19%
MA
664
MCF Advisors
Kentucky
$677K +$320 +3 +0%
AG
665
AlTi Global
New York
$677K +$646K +6,054 New
UB
666
UMB Bank
Missouri
$676K -$12.8K -120 -2%
KCP
667
Kera Capital Partners
California
$674K +$209K +1,958 +48%
SC
668
Sapient Capital
Indiana
$671K -$2.35K -22 -0.4%
VWM
669
Venturi Wealth Management
Texas
$664K +$160K +1,499 +34%
MCA
670
Martin Capital Advisors
Texas
$661K – – –
SI
671
Stephens Inc
Arkansas
$660K -$377K -3,534 -37%
GCP
672
GSA Capital Partners
United Kingdom
$658K -$313K -2,934 -33%
IPW
673
Impact Partnership Wealth
Georgia
$654K +$1.81K +17 +0.3%
BCM
674
Birmingham Capital Management
Alabama
$648K – – –
CCA
675
Childress Capital Advisors
Texas
$648K +$24.3K +228 +4%
25 26
27
28 29