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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1076
Principle Wealth Partners
Connecticut
$406K – – –
SIS
1077
Strategic Investment Solutions
Illinois
$406K – – –
IAIM
1078
International Assets Investment Management
Florida
$404K +$4.69K +14 +1%
MBTD
1079
Mechanics Bank - Trust Department
California
$404K – – –
JSW
1080
Journey Strategic Wealth
New Jersey
$404K +$90.8K +271 +31%
GA
1081
Geller Advisors
New York
$403K +$147K +438 +63%
MC
1082
Machina Capital
France
$401K +$377K +1,127 New
FTWA
1083
Fifth Third Wealth Advisors
Ohio
$400K +$377K +1,126 New
KWM
1084
Kolinsky Wealth Management
New Jersey
$395K -$57.6K -172 -13%
MLA
1085
My Legacy Advisors
Oregon
$391K +$158K +471 +76%
CSIC
1086
Clifford Swan Investment Counsel
California
$391K – – –
THWM
1087
Taylor Hoffman Wealth Management
Virginia
$390K – – –
MHR
1088
Matthew Hamilton Rosenberg
$388K – – –
IFWM
1089
Institute for Wealth Management
Colorado
$386K +$8.71K +26 +2%
LT
1090
Legacy Trust
Michigan
$385K +$362K +1,082 New
UBV
1091
United Bank (Virginia)
Virginia
$382K – – –
CHC
1092
City Holding Co
West Virginia
$381K +$296K +884 +470%
RB
1093
Renasant Bank
Mississippi
$381K -$10K -30 -3%
AGC
1094
Aspen Grove Capital
Colorado
$380K +$73.7K +220 +26%
PA
1095
Procyon Advisors
Connecticut
$379K +$4.69K +14 +1%
CA
1096
Crewe Advisors
Utah
$379K -$19.1K -57 -5%
AIIMS
1097
Analyst IMS Investment Management Services
Israel
$378K +$2.01K +6 +0.6%
EF
1098
Empirical Finance
Pennsylvania
$377K -$101K -301 -22%
MWPCG
1099
Measured Wealth Private Client Group
New Hampshire
$376K – – –
SIC
1100
Samalin Investment Counsel
New York
$375K +$1K +3 +0.3%
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