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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1176
Personal CFO Solutions
New Jersey
$3.01M +$301K +2,973 +16%
BTW
1177
Boston Trust Walden
Massachusetts
$3.01M +$3.24K +32 +0.1%
SW
1178
SVB Wealth
Massachusetts
$3M -$243K -2,403 -10%
ST
1179
Smithfield Trust
Pennsylvania
$3M -$48K -475 -2%
KFGK
1180
Keystone Financial Group (Kentucky)
Kentucky
$3M +$871K +8,612 +67%
PIA
1181
Perennial Investment Advisors
California
$2.98M +$220K +2,174 +11%
WT
1182
Washington Trust
Rhode Island
$2.97M -$160K -1,586 -7%
LPAM
1183
Lodestar Private Asset Management
California
$2.97M -$1.86M -18,345 -46%
ACM
1184
Advisors Capital Management
New Jersey
$2.97M +$404K +4,000 +23%
BFC
1185
Bedel Financial Consulting
Indiana
$2.97M -$221K -2,190 -9%
VWM
1186
Vertrix Wealth Management
Michigan
$2.96M +$2.14M +21,174 New
DJSG
1187
D.J. St. Germain
Massachusetts
$2.95M +$20.1K +199 +1%
PWMAG
1188
Pinnacle Wealth Management Advisory Group
New Jersey
$2.93M +$370K +3,658 +21%
BHBT
1189
Burke & Herbert Bank & Trust
Virginia
$2.93M -$178K -1,763 -8%
LSPW
1190
Lake Street Private Wealth
Illinois
$2.93M -$34.1K -337 -2%
7WCP
1191
71 West Capital Partners
Massachusetts
$2.93M +$1.01M +9,961 +91%
AA
1192
ALPS Advisors
Colorado
$2.92M +$1.2M +11,898 +132%
WWM
1193
Western Wealth Management
Colorado
$2.91M -$40.3K -399 -2%
FMWA
1194
Forvis Mazars Wealth Advisors
Missouri
$2.9M +$11.9K +118 +0.6%
GIS
1195
Graphene Investments SAS
France
$2.9M -$3.87M -38,300 -65%
MHIC
1196
Marble Harbor Investment Counsel
Massachusetts
$2.9M – – –
LFAS
1197
Level Four Advisory Services
Texas
$2.9M +$120K +1,184 +6%
PPG
1198
Peak Planning Group
Colorado
$2.9M -$159K -1,570 -7%
CNBT
1199
Canandaigua National Bank & Trust
New York
$2.89M +$2.1M +20,719 New
CAM
1200
Councilmark Asset Management
Tennessee
$2.89M -$21.2K -210 -1%
46 47
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