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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
876
TrinityPoint Wealth
Connecticut
$564K -$19.2K -1,042 -4%
CL
877
Choreo LLC
Illinois
$563K +$31.4K +1,704 +7%
MFW
878
Meristem Family Wealth
Minnesota
$562K +$20.8K +1,132 +4%
IFG
879
Investors Financial Group
Minnesota
$556K -$384K -20,889 -44%
CWM
880
Calamos Wealth Management
Illinois
$556K +$493K +26,786 New
ZF
881
Zhang Financial
Michigan
$555K -$141K -7,638 -22%
OPWM
882
Oxinas Partners Wealth Management
Indiana
$549K +$182K +9,905 +60%
HA
883
Herold Advisors
New York
$545K -$89K -4,834 -16%
CGL
884
Clarius Group LLC
Washington
$545K +$17.4K +944 +4%
BHCM
885
Boulder Hill Capital Management
New York
$542K +$480K +26,100 New
SFFS
886
Stonehage Fleming Financial Services
Jersey
$541K -$470K -25,565 -50%
1W
887
1776 Wealth
Georgia
$541K +$92.8K +5,042 +24%
RC
888
Reik & Co
New York
$540K – – –
BMC
889
Beaton Management Company
Massachusetts
$537K +$18.8K +1,022 +4%
MBT
890
Montecito Bank & Trust
California
$536K – – –
PIM
891
Profit Investment Management
Maryland
$535K +$475K +25,793 New
LSAG
892
Lake Street Advisors Group
New Hampshire
$534K +$28.8K +1,564 +6%
BIP
893
Blueprint Investment Partners
North Carolina
$532K +$99.8K +5,424 +27%
KIA
894
KCM Investment Advisors
California
$529K -$31.3K -1,700 -6%
AG
895
Appleton Group
Wisconsin
$529K -$4.58K -249 -1%
CWP
896
Curated Wealth Partners
California
$525K – – –
SWM
897
Stockman Wealth Management
Montana
$524K +$55 +3 +0%
BFIM
898
Beese Fulmer Investment Management
Ohio
$522K +$51.8K +2,812 +13%
GCM
899
G2 Capital Management
Ohio
$520K +$461K +25,050 New
MCWA
900
Meadow Creek Wealth Advisors
Georgia
$520K +$461K +25,057 New
34 35
36
37 38