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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1276
Cyndeo Wealth Partners
Florida
$3.76M +$1.19M +2,609 +50%
NB
1277
NBT Bank
New York
$3.76M +$104K +228 +3%
NB
1278
Nicolet Bankshares
Wisconsin
$3.76M +$10.5K +23 +0.3%
PAG
1279
Private Advisory Group
Washington
$3.75M +$3.56M +7,782 New
SBIA
1280
Sheaff Brock Investment Advisors
Indiana
$3.75M -$233K -510 -6%
RBC
1281
Roble Belko & Company
Pennsylvania
$3.74M -$251K -549 -7%
PWP
1282
Private Wealth Partners
California
$3.74M -$112K -245 -3%
GSP
1283
Grafton Street Partners
Florida
$3.73M – – –
GWM
1284
Geneos Wealth Management
Colorado
$3.73M -$155K -340 -4%
BTWM
1285
Baker Tilly Wealth Management
Wisconsin
$3.72M -$441K -964 -11%
GLA
1286
Good Life Advisors
Pennsylvania
$3.72M +$444K +972 +14%
FFA
1287
Fortune Financial Advisors
Kansas
$3.72M -$60.8K -133 -2%
WPW
1288
Waldron Private Wealth
Pennsylvania
$3.71M +$95.5K +209 +3%
AG
1289
Advocate Group
Minnesota
$3.71M +$449K +983 +15%
EFM
1290
E Fund Management
China
$3.71M +$2.83M +6,199 +413%
PCS
1291
Personal CFO Solutions
New Jersey
$3.7M +$140K +306 +4%
BWP
1292
Balboa Wealth Partners
Arizona
$3.7M +$263K +575 +8%
FBT
1293
First Bank & Trust
South Dakota
$3.69M +$41.1K +90 +1%
CST
1294
Charles Schwab Trust
Nevada
$3.69M -$68.1K -149 -2%
PHK
1295
Point72 Hong Kong
Hong Kong
$3.69M +$1.59M +3,472 +83%
VWM
1296
Vivid Wealth Management
Iowa
$3.67M -$57.6K -126 -2%
PS
1297
Pensionfund Sabic
Netherlands
$3.66M -$183K -400 -5%
WM
1298
Whitford Management
New York
$3.65M -$10M -21,973 -74%
GC
1299
Grimes & Company
Massachusetts
$3.65M -$10.1K -22 -0.3%
PHM
1300
Prospect Hill Management
New Jersey
$3.64M – – –
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