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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1126
Graybill Wealth Management
Illinois
$193K -$1.49K -115 -0.7%
PCIG
1127
Partners Capital Investment Group
Massachusetts
$192K +$201K +15,498 New
AAIS
1128
ABN AMRO Investment Solutions
$192K – – –
LIA
1129
LBMC Investment Advisors
Tennessee
$190K +$701 +54 +0.3%
PTP
1130
Platform Technology Partners
New York
$190K +$71K +5,469 +53%
PWMG
1131
Pinnacle Wealth Management Group
Michigan
$190K -$32.5K -2,500 -14%
WWC
1132
Waypoint Wealth Counsel
Georgia
$190K +$3.48K +268 +2%
AG
1133
Algert Global
California
$190K +$198K +15,284 New
MCCA
1134
Mill Creek Capital Advisors
Pennsylvania
$190K -$1.97K -152 -1%
HWA
1135
HHM Wealth Advisors
Tennessee
$189K – – –
WI
1136
WBI Investments
New Jersey
$188K -$5.31M -409,088 -96%
GC
1137
Guidance Capital
Kentucky
$188K -$3.04K -234 -1%
BFG
1138
Berger Financial Group
Minnesota
$188K -$1.7K -131 -0.9%
MS
1139
Maven Securities
Jersey
$187K +$196K +15,057 New
LC
1140
Lindbrook Capital
California
$186K +$792 +61 +0.4%
EFG
1141
Ethos Financial Group
Pennsylvania
$186K -$77.5K -5,967 -29%
SFWA
1142
Summit Financial Wealth Advisors
Louisiana
$184K -$28.6K -2,202 -11%
CA
1143
Claro Advisors
Massachusetts
$184K +$21K +1,615 +12%
PCA
1144
Pallas Capital Advisors
Massachusetts
$184K +$245K +18,856 New
TWA
1145
TCI Wealth Advisors
Arizona
$184K +$29.4K +2,266 +18%
BHBT
1146
Burke & Herbert Bank & Trust
Virginia
$183K -$51.2K -3,946 -21%
LFA
1147
Legacy Financial Advisors
Kentucky
$183K +$16K +1,233 +9%
FCB
1148
First County Bank
Connecticut
$183K +$58.9K +4,536 +45%
PFPT
1149
Pinnacle Financial Partners (Tennessee)
Tennessee
$183K – – –
RCI
1150
RS Crum Inc
California
$183K +$10K +772 +6%
44 45
46
47 48