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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1176
Perennial Investment Advisors
California
$2.98M +$220K +2,174 +11%
WT
1177
Washington Trust
Rhode Island
$2.97M -$160K -1,586 -7%
LPAM
1178
Lodestar Private Asset Management
California
$2.97M -$1.86M -18,345 -46%
ACM
1179
Advisors Capital Management
New Jersey
$2.97M +$404K +4,000 +23%
BFC
1180
Bedel Financial Consulting
Indiana
$2.97M -$221K -2,190 -9%
VWM
1181
Vertrix Wealth Management
Michigan
$2.96M +$2.14M +21,174 New
DJSG
1182
D.J. St. Germain
Massachusetts
$2.95M +$20.1K +199 +1%
PWMAG
1183
Pinnacle Wealth Management Advisory Group
New Jersey
$2.93M +$370K +3,658 +21%
BHBT
1184
Burke & Herbert Bank & Trust
Virginia
$2.93M -$178K -1,763 -8%
LSPW
1185
Lake Street Private Wealth
Illinois
$2.93M -$34.1K -337 -2%
7WCP
1186
71 West Capital Partners
Massachusetts
$2.93M +$1.01M +9,961 +91%
AA
1187
ALPS Advisors
Colorado
$2.92M +$1.2M +11,898 +132%
WWM
1188
Western Wealth Management
Colorado
$2.91M -$40.3K -399 -2%
FMWA
1189
Forvis Mazars Wealth Advisors
Missouri
$2.9M +$11.9K +118 +0.6%
GIS
1190
Graphene Investments SAS
France
$2.9M -$3.87M -38,300 -65%
MHIC
1191
Marble Harbor Investment Counsel
Massachusetts
$2.9M – – –
LFAS
1192
Level Four Advisory Services
Texas
$2.9M +$120K +1,184 +6%
PPG
1193
Peak Planning Group
Colorado
$2.9M -$159K -1,570 -7%
CNBT
1194
Canandaigua National Bank & Trust
New York
$2.89M +$2.1M +20,719 New
CAM
1195
Councilmark Asset Management
Tennessee
$2.89M -$21.2K -210 -1%
PCG
1196
Prosperity Consulting Group
Maryland
$2.89M +$422K +4,178 +25%
CI
1197
Conning Inc
Connecticut
$2.88M +$98.1K +970 +5%
FFN
1198
Focus Financial Network
Minnesota
$2.87M +$1.07M +10,618 +107%
ATPW
1199
Ashton Thomas Private Wealth
Arizona
$2.87M -$710K -7,022 -25%
CWG
1200
Cornerstone Wealth Group
North Carolina
$2.86M +$417K +4,120 +25%
46 47
48
49 50