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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
676
Chicago Partners Investment Group
Illinois
$979K -$35.8K -570 -3%
AWM
677
Altium Wealth Management
New York
$973K +$104K +1,655 +11%
MFW
678
Meristem Family Wealth
Minnesota
$971K -$17.4K -277 -2%
HCMT
679
Highland Capital Management (Tennessee)
Tennessee
$968K -$395K -6,291 -28%
CGL
680
Clarius Group LLC
Washington
$967K +$13K +207 +1%
BIM
681
Bridges Investment Management
Nebraska
$966K -$50.3K -801 -5%
IFWM
682
Institute for Wealth Management
Colorado
$964K – – –
MG
683
Mather Group
Illinois
$964K +$180K +2,870 +21%
IIA
684
IPG Investment Advisors
California
$962K +$1.03M +16,324 New
CWS
685
Confluence Wealth Services
Pennsylvania
$961K +$1.03M +16,337 New
MSS
686
Mitchell Sinkler & Starr
Pennsylvania
$957K +$1.02M +16,268 New
SIM
687
Sentry Investment Management
Wisconsin
$954K – – –
MFG
688
MidWestOne Financial Group
Iowa
$951K -$421K -6,700 -29%
ANI
689
American National Insurance
Texas
$948K -$7.81M -124,363 -89%
CCG
690
Ceeto Capital Group
Florida
$946K +$252K +4,009 +33%
ACM
691
Anfield Capital Management
California
$946K +$1.01M +16,072 New
PI
692
Parkside Investments
Illinois
$945K +$303K +4,816 +43%
HJMC
693
Hellman Jordan Management Company
Massachusetts
$945K +$1.01M +16,051 New
KWM
694
Kingsview Wealth Management
Oregon
$942K +$28.1K +448 +3%
BTW
695
Boston Trust Walden
Massachusetts
$941K +$4.65K +74 +0.5%
GD
696
Grandfield & Dodd
New York
$940K -$21.5K -342 -2%
DMBA
697
Deseret Mutual Benefit Administrators
Utah
$939K +$1M +15,961 New
CRC
698
Curi RMB Capital
Illinois
$938K -$1.55M -24,646 -61%
BP
699
Ballentine Partners
Massachusetts
$937K +$34.4K +548 +4%
CWM
700
C2C Wealth Management
Arizona
$933K +$996K +15,858 New
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