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GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$227K +$230K +2,737 New
CFO
602
Callan Family Office
Pennsylvania
$225K +$228K +2,712 New
GWMR
603
GC Wealth Management RIA
Massachusetts
$225K +$228K +2,707 New
AIM
604
Athena Investment Management
California
$224K – – –
BL
605
BFSG LLC
California
$223K -$10.1K -120 -4%
AWA
606
Adapt Wealth Advisors
Georgia
$223K +$842 +10 +0.4%
WT
607
Whittier Trust
California
$221K – – –
RDWM
608
Red Door Wealth Management
Tennessee
$217K – – –
BRWA
609
B. Riley Wealth Advisors
Florida
$215K +$218K +2,588 New
AIA
610
AIMZ Investment Advisors
California
$212K – – –
LCWP
611
Legacy Capital Wealth Partners
Arkansas
$212K +$214K +2,546 New
BJL
612
Brighton Jones LLC
Washington
$209K +$212K +2,521 New
BCM
613
Bayesian Capital Management
New York
$208K -$211K -2,501 -50%
MFS
614
Mattson Financial Services
Michigan
$205K +$208K +2,471 New
SAM
615
Silvercrest Asset Management
New York
$205K +$208K +2,471 New
CAM
616
Cozad Asset Management
Illinois
$205K +$208K +2,465 New
BB
617
Busey Bank
Illinois
$204K +$207K +2,461 New
PS
618
Principal Securities
Iowa
$204K +$4.04K +48 +2%
BFA
619
Bragg Financial Advisors
North Carolina
$204K +$207K +2,459 New
SW
620
SVB Wealth
Massachusetts
$203K +$205K +2,439 New
A
621
AlphaQuest
New York
$202K -$158K -1,875 -44%
CI
622
Cigna Investments
Connecticut
$201K +$204K +2,417 New
CT
623
Coastline Trust
Rhode Island
$199K -$21.1K -250 -9%
FCM
624
FJ Capital Management
Virginia
$195K +$198K +2,353 New
MCM
625
MAI Capital Management
Ohio
$194K +$20.4K +242 +12%
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