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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1101
Chicago Capital
Illinois
$470K -$3.07K -11 -0.7%
MFA
1102
Mayflower Financial Advisors
Massachusetts
$469K -$14.8K -53 -3%
TWM
1103
Tradition Wealth Management
Minnesota
$464K +$8.93K +32 +2%
HPC
1104
HM Payson & Co
Maine
$463K +$252K +904 +122%
HNB
1105
Hilltop National Bank
Wyoming
$462K – – –
FMWA
1106
Forvis Mazars Wealth Advisors
Missouri
$462K +$558 +2 +0.1%
LWM
1107
Lodestone Wealth Management
Washington
$461K +$457K +1,638 New
ECM
1108
Estabrook Capital Management
New York
$459K -$143K -511 -24%
ICP
1109
Impact Capital Partners
Colorado
$459K +$456K +1,632 New
GWS
1110
Greykasell Wealth Strategies
California
$459K +$456K +1,632 New
SIA
1111
Schechter Investment Advisors
Michigan
$459K +$46.9K +168 +11%
WWM
1112
Westwood Wealth Management
California
$459K -$27.9K -100 -6%
DS
1113
DRW Securities
Illinois
$458K -$64.5K -231 -12%
UBP
1114
Union Bancaire Privee
Switzerland
$458K +$482K +1,728 New
STA
1115
Smith Thornton Advisors
Alabama
$457K – – –
WG
1116
Wealth Group
North Carolina
$456K -$15.1K -54 -3%
RPC
1117
Rossmore Private Capital
Connecticut
$455K – – –
SAG
1118
SageView Advisory Group
California
$453K +$137K +491 +44%
NAS
1119
Nicolet Advisory Services
Wisconsin
$451K -$279 -1 -0.1%
RIA
1120
Regal Investment Advisors
Michigan
$451K +$10.6K +38 +2%
CAM
1121
Costello Asset Management
Pennsylvania
$450K – – –
LIA
1122
LBMC Investment Advisors
Tennessee
$448K – – –
AWCI
1123
Alpine Woods Capital Investors
New York
$445K – – –
BIG
1124
Brooklyn Investment Group
New York
$445K +$16.5K +59 +4%
RCM
1125
RB Capital Management
Nevada
$443K -$5.3K -19 -1%
43 44
45
46 47