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Name Holding Trade Value Shares
Change 		Change in
Stake
COI
976
Connable Office Inc
Michigan
$6.16M -$64.7K -161 -1%
EAM
977
Eukles Asset Management
Ohio
$6.15M +$16.9K +42 +0.3%
OCM
978
One Capital Management
California
$6.15M -$430K -1,071 -7%
PCA
979
Pallas Capital Advisors
Massachusetts
$6.15M -$679K -1,689 -10%
EB
980
Eastern Bank
Massachusetts
$6.14M +$67.5K +168 +1%
GL
981
Graypoint LLC
New York
$6.12M -$8.04K -20 -0.1%
WIM
982
WealthPlan Investment Management
Nebraska
$6.12M -$14.9K -37 -0.3%
EWM
983
Executive Wealth Management
Michigan
$6.1M +$478K +1,191 +9%
PNAA
984
Pictet North America Advisors
Switzerland
$6.08M +$50.2K +125 +0.9%
WANY
985
Wealthspire Advisors (New York)
New York
$6.07M +$467K +1,163 +9%
RPC
986
Rossmore Private Capital
Connecticut
$6.05M +$12.1K +30 +0.2%
MLIC
987
Mandatum Life Insurance Company
Finland
$6.05M – – –
IWC
988
Integrated Wealth Concepts
Massachusetts
$6.04M -$270K -671 -5%
CC
989
Codex Capital
New York
$6M – – –
EWM
990
Elite Wealth Management
Washington
$5.98M -$179K -445 -3%
PTC
991
Private Trust Company
Ohio
$5.97M -$87.2K -217 -2%
UHC
992
Union Heritage Capital
Michigan
$5.97M – – –
EDRH
993
Edmond de Rothschild Holding
Switzerland
$5.97M -$832K -2,071 -13%
ACM
994
Alcosta Capital Management
California
$5.96M -$35K -87 -0.6%
CAM
995
Cubic Asset Management
Massachusetts
$5.94M – – –
HWM
996
HB Wealth Management
Georgia
$5.91M -$172K -428 -3%
DEA
997
DoubleLine ETF Adviser
Florida
$5.89M +$400K +996 +8%
CS
998
Cannell & Spears
New York
$5.85M -$73.5K -183 -1%
SWS
999
SYSTM Wealth Solutions
Illinois
$5.81M -$19.7K -49 -0.4%
BMCM
1000
Bryn Mawr Capital Management
Pennsylvania
$5.78M -$491K -1,222 -8%
38 39
40
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