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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
801
FineMark National Bank & Trust
Florida
$702K -$87.6K -1,362 -11%
BJL
802
Brighton Jones LLC
Washington
$698K -$28.9K -450 -4%
TCOV
803
Trust Company of Vermont
Vermont
$694K -$29.1K -453 -4%
4WM
804
44 Wealth Management
Oregon
$690K -$6.88K -107 -1%
KTC
805
Kistler-Tiffany Companies
Pennsylvania
$690K -$4.24K -66 -0.6%
AWM
806
Aries Wealth Management
Maine
$689K -$129 -2 -0%
CAG
807
Crestwood Advisors Group
Massachusetts
$679K -$643 -10 -0.1%
MYLI
808
Meiji Yasuda Life Insurance
Japan
$677K -$170K -2,645 -20%
LP
809
LMR Partners
United Kingdom
$676K +$677K +10,537 New
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$674K -$10.4K -162 -2%
LSPW
811
Lake Street Private Wealth
Illinois
$673K -$30.9K -480 -4%
PFBT
812
Parkside Financial Bank & Trust
Missouri
$670K -$6.69K -104 -1%
KIG
813
Kowal Investment Group
Wisconsin
$670K -$4.63K -72 -0.7%
MOS
814
MGO One Seven
Ohio
$670K +$57.8K +899 +10%
GSC
815
G&S Capital
Colorado
$667K -$14.2K -221 -2%
BB
816
Berkshire Bank
Massachusetts
$667K +$129 +2 +0%
SW
817
SteelPeak Wealth
California
$666K -$338K -5,257 -34%
EW
818
Evoke Wealth
California
$664K -$6.37K -99 -0.9%
FBA
819
Front Barnett Associates
Illinois
$664K -$257 -4 -0%
QCG
820
Quadrant Capital Group
Ohio
$663K +$24.2K +376 +4%
AWM
821
Avior Wealth Management
Nebraska
$661K -$6.82K -106 -1%
WCG
822
Wall Capital Group
Arizona
$660K -$64 -1 -0%
TF
823
TimeScale Financial
Massachusetts
$659K -$68.7K -1,068 -9%
SS
824
Simplicity Solutions
Minnesota
$659K +$132K +2,056 +25%
BMO
825
Beck Mack & Oliver
New York
$653K -$129 -2 -0%
31 32
33
34 35