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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1726
Integrated Wealth Concepts
Massachusetts
$687K +$28.7K +541 +4%
KSA
1727
Ken Stern & Associates
California
$684K -$53K -999 -7%
SAMC
1728
Spectrum Asset Management (California)
California
$682K -$32.1K -605 -4%
AIA
1729
AIMZ Investment Advisors
California
$681K +$584 +11 +0.1%
SFP
1730
Shepherd Financial Partners
Massachusetts
$679K -$1.22K -23 -0.2%
HPWM
1731
Highland Private Wealth Management
Washington
$678K +$725K +13,653 New
CCM
1732
Chilton Capital Management
Texas
$677K -$2.19M -41,273 -75%
EGA
1733
E&G Advisors
Texas
$677K – – –
PP
1734
PagnatoKarp Partners
Virginia
$677K +$124K +2,334 +21%
NQWM
1735
Northwest Quadrant Wealth Management
Oregon
$676K +$3.08K +58 +0.4%
OAM
1736
Occidental Asset Management
California
$675K -$83.1K -1,564 -10%
CCT
1737
Capital City Trust
Florida
$675K -$53 -1 -0%
LCM
1738
Landscape Capital Management
New Jersey
$674K +$44.8K +843 +7%
BAM
1739
Bruderman Asset Management
New York
$666K -$52.4K -987 -7%
CBT
1740
Central Bank & Trust
Kentucky
$666K +$119K +2,232 +20%
PCM
1741
Palisade Capital Management
New Jersey
$666K +$712K +13,400 New
THWM
1742
Taylor Hoffman Wealth Management
Virginia
$664K +$53 +1 +0%
MWM
1743
Meridian Wealth Management
Kentucky
$664K +$326K +6,145 +85%
BOS
1744
Bingham Osborn & Scarborough
California
$662K -$1.49K -28 -0.2%
DAC
1745
Dividend Assets Capital
South Carolina
$659K – – –
SG
1746
StoneX Group
New York
$657K +$233K +4,383 +50%
AF
1747
AMG Funds
Connecticut
$653K -$695K -13,094 -50%
MIM
1748
Miller Investment Management
Pennsylvania
$647K -$1.06K -20 -0.2%
GBT
1749
Grove Bank & Trust
Florida
$645K -$19.4K -366 -3%
VF
1750
Virtu Financial
New York
$644K +$688K +12,953 New
68 69
70
71 72