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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1126
Curated Wealth Partners
California
$304K +$253K +5,637 New
BC
1127
Bridgefront Capital
Texas
$304K +$253K +5,650 New
LGA
1128
Lebenthal Global Advisors
New York
$304K +$253K +5,653 New
EWA
1129
EP Wealth Advisors
California
$303K -$53K -1,182 -17%
MMHP
1130
Murphy Middleton Hinkle & Parker
Georgia
$303K -$8.92K -199 -3%
BBI
1131
Baxter Bros Inc
Connecticut
$301K -$403 -9 -0.2%
NHC
1132
Nicholas Hoffman & Company
Georgia
$300K +$30.6K +682 +14%
RMDI
1133
R.M. Davis Inc
Maine
$299K -$10.9K -244 -4%
PAM
1134
Peak Asset Management
Colorado
$299K -$7.89K -176 -3%
HWA
1135
Heritage Wealth Advisors
Virginia
$299K +$56.1K +1,253 +29%
CBN
1136
Cadence Bank NA
Texas
$298K -$1.79K -40 -0.7%
BCM
1137
Boltwood Capital Management
California
$297K -$3.36K -75 -1%
CIP
1138
Convergence Investment Partners
Florida
$297K -$90 -2 -0%
JLBC
1139
J.L. Bainbridge & Co
Florida
$297K – – –
AIA
1140
Armor Investment Advisors
North Carolina
$296K – – –
TAM
1141
Taurus Asset Management
New York
$295K -$644K -14,373 -72%
WPW
1142
Waldron Private Wealth
Pennsylvania
$295K +$28.9K +645 +13%
GTAM
1143
Global Trust Asset Management
Florida
$294K -$6.59K -147 -3%
UAS
1144
United Asset Strategies
New York
$293K -$3.4K -76 -1%
ATC
1145
Adirondack Trust Company
New York
$293K -$2.29K -51 -0.9%
AWM
1146
Altavista Wealth Management
North Carolina
$292K -$60.1K -1,342 -20%
FC
1147
Forte Capital
New York
$292K -$33.7K -753 -12%
BCA
1148
Bay Colony Advisors
Massachusetts
$292K +$243K +5,426 New
RA
1149
RFG Advisory
Alabama
$291K +$64K +1,429 +38%
YWP
1150
YorkBridge Wealth Partners
New York
$290K -$24.1K -537 -9%
44 45
46
47 48