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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1226
Principle Wealth Partners
Connecticut
$836K +$6.13K +13 +0.8%
RZH
1227
Relyea Zuckerberg Hanson
Connecticut
$836K +$25.5K +54 +3%
LTI
1228
Laffer Tengler Investments
Tennessee
$834K +$103K +218 +15%
NP
1229
Nilsine Partners
Colorado
$833K +$123K +261 +19%
MG
1230
Marex Group
$830K +$790K +1,675 New
SP
1231
SmartHarvest Portfolios
Washington
$830K -$123K -261 -13%
RP
1232
Riverwater Partners
Wisconsin
$830K +$22.6K +48 +3%
WHG
1233
Westwood Holdings Group
Texas
$826K -$289K -612 -27%
MWM
1234
Modern Wealth Management
Kansas
$826K +$266K +564 +51%
SIM
1235
Stratos Investment Management
Ohio
$826K +$487K +1,032 +163%
CCIA
1236
Campbell & Co Investment Adviser
Maryland
$823K +$780K +1,653 New
CFO
1237
Cambient Family Office
Michigan
$822K +$256K +542 +49%
AIIMS
1238
Analyst IMS Investment Management Services
Israel
$818K – – –
CWM
1239
Chesapeake Wealth Management
Virginia
$815K +$2.83K +6 +0.4%
EFMH
1240
E Fund Management (HK)
Hong Kong
$813K +$41K +87 +6%
SL
1241
SFM LLC
New Hampshire
$812K +$78.8K +167 +11%
MW
1242
Maia Wealth
Colorado
$811K +$133K +282 +21%
BHWM
1243
Bar Harbor Wealth Management
New Hampshire
$810K -$60.9K -129 -7%
TNAM
1244
Terra Nova Asset Management
New York
$808K -$12.3K -26 -2%
FH
1245
FWG Holdings
Florida
$805K -$46.7K -99 -6%
MG
1246
Mather Group
Illinois
$804K +$9.44K +20 +1%
VCM
1247
Versant Capital Management
Arizona
$804K +$324K +687 +74%
FB
1248
Fulton Bank
Pennsylvania
$798K +$3.3K +7 +0.4%
IAN
1249
Integrated Advisors Network
Texas
$796K -$258K -546 -25%
RMSCM
1250
R.M. Sincerbeaux Capital Management
New York
$793K – – –
48 49
50
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