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Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
801
Rossmore Private Capital
Connecticut
$840K +$27.3K +95 +3%
S
802
swisspartners
Liechtenstein
$838K -$269K -935 -23%
SIP
803
Scott Investment Partners
United Kingdom
$836K -$4.25M -14,800 -83%
TNB
804
Thomasville National Bank
Georgia
$835K -$4.31K -15 -0.5%
BO
805
BRR OpCo
Ohio
$828K +$882K +3,071 New
AWM
806
Axxcess Wealth Management
California
$827K +$862 +3 +0.1%
CFM
807
Coronation Fund Managers
South Africa
$826K – – –
9WM
808
9258 Wealth Management
Ohio
$815K -$4.59K -16 -0.5%
PCG
809
Prosperity Consulting Group
Maryland
$809K +$862K +3,000 New
SLWA
810
San Luis Wealth Advisors
California
$806K -$519K -1,808 -38%
TF
811
TIAA FSB
Florida
$804K -$471K -1,639 -35%
MWAM
812
Manhattan West Asset Management
California
$796K +$95.1K +331 +13%
CIA
813
Choate Investment Advisors
Massachusetts
$788K +$231K +804 +38%
DU
814
Delphia (USA)
Ontario, Canada
$783K +$511K +1,780 +158%
HW
815
Hancock Whitney
Mississippi
$780K -$24.1K -84 -3%
CS
816
Comerica Securities
Michigan
$777K -$116K -404 -12%
KCM
817
KLK Capital Management
California
$777K +$828K +2,884 New
BPCA
818
Bank Pictet & Cie (Asia)
Singapore
$772K -$30.7K -107 -4%
MIP
819
Marietta Investment Partners
Wisconsin
$771K -$7.18K -25 -1%
CC
820
Corton Capital
Ontario, Canada
$769K +$523K +1,822 +177%
IWA
821
Icon Wealth Advisors
Texas
$769K +$819K +2,851 New
ANTB
822
AMG National Trust Bank
Colorado
$768K +$279K +973 +52%
GFS
823
GYL Financial Synergies
Connecticut
$767K – – –
SCI
824
Stableford Capital II
Arizona
$765K -$2.3K -8 -0.3%
CA
825
Clearstead Advisors
Ohio
$762K +$1.72K +6 +0.2%
31 32
33
34 35