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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
1251
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$903K +$330K +11,633 +73%
IWA
1252
Intercontinental Wealth Advisors
Texas
$899K -$250K -8,808 -24%
GPA
1253
Garrison Point Advisors
California
$898K +$5.44K +192 +0.7%
GCM
1254
Gibraltar Capital Management
Oklahoma
$896K -$2.43M -85,772 -76%
QCG
1255
Quadrant Capital Group
Ohio
$896K -$114K -4,017 -13%
SWA
1256
Stratos Wealth Advisors
Ohio
$894K -$298K -10,532 -28%
TCM
1257
Twin Capital Management
Pennsylvania
$890K -$1.96M -69,348 -72%
FFA
1258
First Foundation Advisors
California
$886K +$24.7K +873 +3%
MWM
1259
Modera Wealth Management
New Jersey
$884K +$4.99K +176 +0.7%
LF
1260
Lantz Financial
Illinois
$882K -$35.4K -1,251 -4%
MA
1261
MCF Advisors
Kentucky
$879K +$201K +7,111 +36%
IHL
1262
Investment House LLC
California
$878K -$30.3K -1,070 -4%
EF
1263
Exeter Financial
Arizona
$878K -$318K -11,241 -29%
BFA
1264
Bill Few Associates
Pennsylvania
$874K +$29.5K +1,040 +4%
BP
1265
BBR Partners
New York
$872K +$16.1K +568 +2%
QP
1266
Quilter Plc
United Kingdom
$870K +$24.8K +876 New
SJIM
1267
St. Johns Investment Management
Florida
$868K +$51.2K +1,808 +7%
DMBA
1268
Deseret Mutual Benefit Administrators
Utah
$865K +$81.5K +2,876 +12%
CD
1269
Chapin Davis
Maryland
$865K -$28.9K -1,020 -4%
AF
1270
Arrow Financial
New York
$864K -$256K -9,033 -25%
AWA
1271
Arkadios Wealth Advisors
Georgia
$863K -$105K -3,716 -12%
SFP
1272
Sweet Financial Partners
Minnesota
$856K +$85 +3 +0%
HCM
1273
Highlander Capital Management
New Jersey
$856K – – –
FHA
1274
Flagship Harbor Advisors
Massachusetts
$855K -$378K -13,344 -34%
BHBT
1275
Burke & Herbert Bank & Trust
Virginia
$853K -$28.6K -1,011 -4%
49 50
51
52 53