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ICICI Bank
IBN

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
501
Kestra Investment Management
Texas
$29K +$29.3K +970 New
ACM
502
Accent Capital Management
Ohio
$26.5K – – –
MCM
503
MAI Capital Management
Ohio
$26.4K +$26.7K +885 New
HCP
504
Hexagon Capital Partners
Arkansas
$25K – – –
PB
505
Pinnacle Bancorp
Nebraska
$23.9K – – –
HI
506
Harbour Investments
Wisconsin
$22.1K – – –
BIA
507
Bell Investment Advisors
California
$22K – – –
TPCW
508
TD Private Client Wealth
New York
$21.3K -$2.9K -96 -12%
HWP
509
Highline Wealth Partners
California
$21.1K +$1.15K +38 +6%
SIC
510
Salem Investment Counselors
North Carolina
$19.4K – – –
SWM
511
Sugarloaf Wealth Management
Georgia
$19.2K – – –
DPW
512
DiNuzzo Private Wealth
Pennsylvania
$16.4K – – –
BBHC
513
Brown Brothers Harriman & Co
New York
$16.2K +$16.4K +543 New
VWA
514
Valued Wealth Advisors
Utah
$15.8K – – –
AT
515
Arlington Trust
Alabama
$15.8K – – –
SWM
516
Spire Wealth Management
Virginia
$14.9K – – –
EBA
517
Eagle Bay Advisors
New York
$14.8K – – –
BC
518
Bayforest Capital
United Kingdom
$14.5K +$14.6K +485 New
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.2K – – –
CSPIA
520
Cary Street Partners Investment Advisory
Virginia
$13.9K -$386K -12,782 -96%
RS
521
R Squared
Hong Kong
$13.7K +$13.9K +460 New
CAC
522
Core Alternative Capital
Georgia
$11.9K +$12.1K +400 New
CFFP
523
Center for Financial Planning
Michigan
$11.1K +$11.2K +371 New
OP
524
ORG Partners
Indiana
$10.6K – – –
FFO
525
Fortitude Family Office
Arizona
$9.91K +$3.32K +110 +50%
19 20
21
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