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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
851
Symmetry Investments
Jersey
$2.88M -$20M -91,300 -89%
FWTB
852
First Western Trust Bank
Colorado
$2.88M +$353K +1,608 +17%
CA
853
CWC Advisors
Oregon
$2.88M +$67.1K +306 +3%
RPGNY
854
Retirement Planning Group (New York)
New York
$2.87M +$2.63K +12 +0.1%
NW
855
Naviter Wealth
Arkansas
$2.87M -$100K -456 -4%
WT
856
Whittier Trust
California
$2.85M +$6.36K +29 +0.3%
GAM
857
Groupama Asset Management
France
$2.84M -$266K -1,210 -10%
PTP
858
Platform Technology Partners
New York
$2.84M +$219 +1 +0%
FCH
859
Freestone Capital Holdings
Washington
$2.82M +$41.7K +190 +2%
BTI
860
Blue Trust Inc
Georgia
$2.82M -$249K -1,134 -9%
WHG
861
Westwood Holdings Group
Texas
$2.81M -$59.5K -271 -2%
SB
862
Strategic Blueprint
Georgia
$2.8M +$178K +813 +8%
CT
863
Chicago Trust
Illinois
$2.8M -$147K -672 -6%
CRC
864
Curi RMB Capital
Illinois
$2.8M +$1.36M +6,217 +134%
FWM
865
Focused Wealth Management
New York
$2.79M -$1.1K -5 -0%
IFWM
866
Institute for Wealth Management
Colorado
$2.78M -$57.3K -261 -2%
BONH
867
Bank of New Hampshire
New Hampshire
$2.77M +$399K +1,819 +20%
AFG
868
Atomi Financial Group
New York
$2.77M +$42.8K +195 +2%
1SB
869
1ST Source Bank
Indiana
$2.77M +$31.8K +145 +1%
CWM
870
Cornerstone Wealth Management
Missouri
$2.76M +$117K +533 +5%
SIA
871
Soltis Investment Advisors
Utah
$2.75M +$162K +738 +7%
SIA
872
SkyView Investment Advisors
New Jersey
$2.75M -$26.8K -122 -1%
EP
873
Essential Partners
California
$2.74M +$2.34M +10,650 New
EWM
874
Evercore Wealth Management
New York
$2.74M -$1.75K -8 -0.1%
WSC
875
Wellington Shields & Co
New York
$2.73M +$85.1K +388 +4%
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