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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Chicago Trust
Illinois
$660K +$14.9K +49 +2%
OPS
802
Orion Portfolio Solutions
Nebraska
$659K -$47.1K -155 -6%
WFI
803
West Family Investments
California
$657K +$177K +581 +35%
NG
804
NatWest Group
United Kingdom
$655K +$239K +786 +54%
LP
805
LMR Partners
United Kingdom
$652K -$28M -92,184 -98%
ACI
806
Alpha Cubed Investments
California
$648K – – –
SC
807
SouthState Corp
Florida
$647K – – –
RW
808
REDW Wealth
New Mexico
$644K – – –
BDS
809
Banco de Sabadell
Florida
$634K +$35.9K +118 +6%
MGWM
810
Marks Group Wealth Management
Minnesota
$634K +$398K +1,311 +152%
MCM
811
MAI Capital Management
Ohio
$630K +$1.52K +5 +0.2%
OL
812
Optas LLC
Texas
$627K -$11.2K -37 -2%
MMPW
813
Mitchell McLeod Pugh & Williams
Alabama
$627K +$63.8K +210 +11%
AWM
814
Aries Wealth Management
Maine
$624K -$5.47K -18 -0.8%
QCG
815
Quadrant Capital Group
Ohio
$623K -$21K -69 -3%
IHL
816
Investment House LLC
California
$618K – – –
SFSG
817
Sound Financial Strategies Group
Mississippi
$615K -$4.56K -15 -0.7%
CC
818
Chicago Capital
Illinois
$615K +$5.17K +17 +0.8%
DBT
819
Dubuque Bank & Trust
Iowa
$615K +$67.2K +221 +12%
PCM
820
Parsons Capital Management
Rhode Island
$613K – – –
WPW
821
Waldron Private Wealth
Pennsylvania
$609K +$417K +1,372 +195%
EWM
822
Evercore Wealth Management
New York
$604K – – –
PCM
823
Pointe Capital Management
Michigan
$604K – – –
BL
824
Balentine LLC
Georgia
$604K +$98.5K +324 +19%
FA
825
FMA Advisory
Pennsylvania
$603K +$123K +405 +25%
31 32
33
34 35