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Name Holding Trade Value Shares
Change 		Change in
Stake
JRP
1151
Jasper Ridge Partners
California
$4.87M – – –
RBA
1152
Richard Bernstein Advisors
New York
$4.87M +$2.22M +4,774 +94%
TC
1153
TwinBeech Capital
New York
$4.87M -$61.1M -131,377 -93%
WJWM
1154
Williams Jones Wealth Management
New York
$4.86M +$67.9K +146 +2%
CW
1155
CreativeOne Wealth
Kansas
$4.83M +$1.21M +2,601 +36%
PAG
1156
Private Advisory Group
Washington
$4.83M +$417K +897 +10%
LTAS
1157
Linden Thomas Advisory Services
North Carolina
$4.83M +$590K +1,269 +15%
TAM
1158
Trust Asset Management
Texas
$4.82M – – –
IFWM
1159
Institute for Wealth Management
Colorado
$4.81M -$84.6K -182 -2%
CWP
1160
Cyndeo Wealth Partners
Florida
$4.81M +$728K +1,565 +19%
PWCM
1161
Processus Wealth & Capital Management
Tennessee
$4.8M -$364K -782 -7%
FHB
1162
First Hawaiian Bank
Hawaii
$4.79M -$1.8M -3,876 -29%
BTI
1163
Blue Trust Inc
Georgia
$4.79M +$2.38M +5,128 +90%
SS
1164
Sunbelt Securities
Texas
$4.77M +$206K +443 +5%
BP
1165
BBR Partners
New York
$4.76M -$127K -274 -3%
GD
1166
Grandfield & Dodd
New York
$4.76M -$32.6K -70 -0.7%
GP
1167
Greenline Partners
New York
$4.76M – – –
GGS
1168
Galvin Gaustad & Stein
Arizona
$4.75M -$206K -444 -4%
SAM
1169
Synergy Asset Management
Washington
$4.75M +$459K +987 +11%
SPC
1170
Sigma Planning Corp
Michigan
$4.74M -$32.1K -69 -0.7%
HI
1171
Harbour Investments
Wisconsin
$4.72M -$37.2K -80 -0.8%
LS
1172
Leelyn Smith
Illinois
$4.71M +$24.6K +53 +0.6%
MCA
1173
Martin Capital Advisors
Texas
$4.7M +$16.7K +36 +0.4%
SIG
1174
Sargent Investment Group
Maryland
$4.7M +$360K +775 +9%
DWT
1175
Dorsey & Whitney Trust
South Dakota
$4.7M +$545K +1,171 +14%
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