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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1801
GraniteShares Advisors
New York
$746K -$23.4K -376 -3%
EB
1802
Eastern Bank
Massachusetts
$746K -$24.9K -400 -3%
PIMG
1803
Patriot Investment Management Group
Tennessee
$745K +$23.1K +372 +3%
GWM
1804
GDS Wealth Management
Texas
$745K -$18.6K -299 -2%
MAM
1805
Magellan Asset Management
Australia
$744K +$69.7K +1,120 +10%
MIM
1806
Morningstar Investment Management
Illinois
$743K – – –
PH
1807
Pinnacle Holdings
Oklahoma
$741K -$4.42K -71 -0.6%
AIM
1808
Alhambra Investment Management
Florida
$740K – – –
ESCM
1809
Echo Street Capital Management
New York
$739K -$336K -5,407 -31%
TW
1810
TrinityPoint Wealth
Connecticut
$738K +$20.1K +323 +3%
GWM
1811
Gray Wealth Management
Maine
$738K +$41K +659 +6%
MP
1812
McDonald Partners
Ohio
$737K -$5.97K -96 -0.8%
CG
1813
Corundum Group
Colorado
$737K -$297K -4,774 -28%
AP
1814
Atwood & Palmer
Missouri
$735K +$49.8K +800 +7%
GITFIT
1815
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$735K +$24.9K +400 +3%
FNBOSM
1816
First National Bank of South Miami
Florida
$734K -$39.7K -638 -5%
FPWM
1817
FSB Premier Wealth Management
Iowa
$733K -$7.53K -121 -1%
SCI
1818
S&CO Inc
Massachusetts
$733K – – –
OP
1819
ORG Partners
Indiana
$733K +$755K +12,142 New
GIA
1820
GHP Investment Advisors
Colorado
$732K +$41.1K +660 +6%
IGWM
1821
ICA Group Wealth Management
Colorado
$730K -$305K -4,898 -29%
AWA
1822
Aletheian Wealth Advisors
Washington
$729K +$753K +12,106 New
AFG
1823
Allegheny Financial Group
Pennsylvania
$728K -$36.3K -584 -5%
AF
1824
Aldebaran Financial
$725K -$67.8K -1,090 -8%
KMWM
1825
Keudell/Morrison Wealth Management
Oregon
$722K -$18K -290 -2%
71 72
73
74 75