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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
826
Perigon Wealth Management
California
$809K +$15.8K +72 +2%
CRC
827
Curi RMB Capital
Illinois
$808K -$68.1K -311 -8%
FT
828
Fiduciary Trust
Massachusetts
$804K +$21.9K +100 +3%
MCM
829
McRae Capital Management
New Jersey
$801K – – –
XT
830
XTX Topco
Cayman Islands
$799K +$543K +2,481 +240%
BCM
831
Brookstone Capital Management
Illinois
$794K -$68.8K -314 -8%
SFG
832
SNS Financial Group
Minnesota
$788K +$755K +3,446 New
WA1
833
Wimmer Associates 1
California
$787K – – –
TH
834
TCTC Holdings
Texas
$783K -$254K -1,161 -25%
USCWA
835
U.S. Capital Wealth Advisors
Texas
$782K +$20.6K +94 +3%
IA
836
Integrity Alliance
Iowa
$775K -$430K -1,963 -37%
FCFC
837
First Commonwealth Financial Corp
Pennsylvania
$770K +$15.5K +71 +2%
BG
838
Bollard Group
Massachusetts
$769K +$4.16K +19 +0.6%
RA
839
Ransom Advisory
Rhode Island
$767K -$82.1K -375 -10%
BPW
840
Bingham Private Wealth
California
$766K -$41.4K -189 -5%
FW
841
FullCircle Wealth
Texas
$765K +$19.7K +90 +3%
PTC
842
Petrus Trust Company
Texas
$765K +$277K +1,266 +60%
PDL
843
Portfolio Design Labs
California
$764K +$15.8K +72 +2%
ANTB
844
AMG National Trust Bank
Colorado
$763K -$3.04M -13,866 -81%
CIA
845
Concurrent Investment Advisors
Florida
$760K -$84.1K -384 -10%
CC
846
Centiva Capital
New York
$758K -$267K -1,220 -27%
SPC
847
Sigma Planning Corp
Michigan
$755K -$189K -861 -21%
JIC
848
Johnson Investment Counsel
Ohio
$754K +$28.9K +132 +4%
NB
849
Nicolet Bankshares
Wisconsin
$753K -$14.5K -66 -2%
AF
850
Aviso Financial
Ontario, Canada
$750K -$30.7K -140 -4%
32 33
34
35 36