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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1101
Winton Group
United Kingdom
$5.1M +$5.27M +11,566 New
MWM
1102
Meridian Wealth Management
Kentucky
$5.09M +$5.26M +11,539 New
GM
1103
GeoWealth Management
Illinois
$5.07M +$820K +1,800 +19%
CPBTD
1104
Central Pacific Bank - Trust Division
Hawaii
$5.07M -$115K -253 -2%
QI
1105
Qtron Investments
Massachusetts
$5.05M – – –
AAMA
1106
Advanced Asset Management Advisors
Ohio
$5.05M – – –
MPWT
1107
MassMutual Private Wealth & Trust
Connecticut
$5.03M +$194K +425 +4%
CCG
1108
Cloverfields Capital Group
Minnesota
$5.01M -$35.1K -77 -0.7%
BFPW
1109
BOK Financial Private Wealth
Colorado
$5.01M +$41K +90 +0.8%
NC
1110
NBW Capital
Massachusetts
$5.01M -$39.2K -86 -0.8%
DWM
1111
Dynasty Wealth Management
Florida
$4.99M +$225K +493 +5%
1SB
1112
1ST Source Bank
Indiana
$4.98M -$89.3K -196 -2%
PTC
1113
Private Trust Company
Ohio
$4.95M -$1.49M -3,280 -23%
LIP
1114
Lighthouse Investment Partners
Florida
$4.94M +$371K +815 +8%
AG
1115
AlTi Global
New York
$4.92M +$918K +2,015 +22%
BCFD
1116
Boit C.F. David
$4.91M – – –
FMWA
1117
Forvis Mazars Wealth Advisors
Missouri
$4.91M -$573K -1,257 -10%
YAM
1118
Yacktman Asset Management
Texas
$4.91M – – –
SGA
1119
Strategic Global Advisors
California
$4.91M -$264K -580 -5%
GP
1120
Geneva Partners
Wisconsin
$4.9M -$71.1K -156 -1%
FFP
1121
FourThought Financial Partners
Florida
$4.88M +$63.8K +140 +1%
FRA
1122
Frank Rimerman Advisors
California
$4.86M +$4.98M +10,923 +12,555%
FCM
1123
Fairbanks Capital Management
California
$4.85M +$84.7K +186 +2%
AF
1124
Ally Financial
Michigan
$4.85M +$2.51M +5,500 +100%
JWM
1125
Jupiter Wealth Management
Colorado
$4.85M -$504K -1,106 -10%
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