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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1101
Inspirion Wealth Advisors
Illinois
$1.15M – – –
LNB
1102
Ledyard National Bank
$1.14M +$5.96K +30 +0.5%
LWS
1103
Lucia Wealth Services
California
$1.14M -$742K -3,736 -38%
PFPT
1104
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.14M -$69.7K -351 -5%
ST
1105
Spinnaker Trust
Maine
$1.13M – – –
AIC
1106
Ayalon Insurance Company
Israel
$1.13M – – –
CBN
1107
Cadence Bank NA
Texas
$1.12M +$49.6K +250 +4%
ECM
1108
ExodusPoint Capital Management
New York
$1.12M +$1.18M +5,950 New
CC
1109
Capital Counsel
New York
$1.12M -$59.6K -300 -5%
VWM
1110
Venturi Wealth Management
Texas
$1.11M -$5.25M -26,437 -81%
PWP
1111
Private Wealth Partners
California
$1.11M -$89K -448 -7%
IFAM
1112
Institutional & Family Asset Management
Colorado
$1.11M -$592K -2,979 -34%
KA
1113
Klingman & Associates
New York
$1.11M – – –
PC
1114
Permit Capital
Pennsylvania
$1.11M – – –
IB
1115
Intrust Bank
Kansas
$1.11M +$18.7K +94 +2%
WA
1116
WBH Advisory
Maryland
$1.1M – – –
VCA
1117
Verdence Capital Advisors
Maryland
$1.1M +$13.1K +66 +1%
ALAM
1118
Asahi Life Asset Management
Japan
$1.1M +$1.15M +5,810 New
CAM
1119
Cresset Asset Management
Illinois
$1.09M +$1.14M +5,755 New
SH
1120
SeaTown Holdings
Singapore
$1.08M -$16.2M -81,556 -93%
LFASL
1121
Lugano Financial Advisors SA (LFA)
Switzerland
$1.08M – – –
GPA
1122
Garrison Point Advisors
California
$1.08M +$1.14M +5,738 New
WPW
1123
Waldron Private Wealth
Pennsylvania
$1.08M +$159K +801 +16%
WJA
1124
Williams Jones & Associates
New York
$1.08M +$86.8K +437 +8%
EMB
1125
Elefante Mark B
$1.07M +$6.95K +35 +0.6%
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