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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1526
Waverton Investment Management
United Kingdom
$2.34M +$524K +1,126 +31%
AWM
1527
Able Wealth Management
New Jersey
$2.33M +$3.25K +7 +0.1%
LNB
1528
Ledyard National Bank
$2.33M -$10.2K -22 -0.5%
SMH
1529
Sanders Morris Harris
Texas
$2.31M -$2.33K -5 -0.1%
PP
1530
Patron Partners
Texas
$2.31M -$4.18K -9 -0.2%
DC
1531
DeDora Capital
California
$2.31M -$47.4K -102 -2%
IA
1532
IFG Advisory
Georgia
$2.31M +$1.23M +2,644 +130%
CWM
1533
Chemistry Wealth Management
New York
$2.3M -$9.3K -20 -0.4%
CA
1534
Continuum Advisory
Idaho
$2.3M +$91.1K +196 +5%
UWS
1535
Unique Wealth Strategies
Illinois
$2.29M -$423K -910 -16%
RA
1536
Rockingstone Advisors
Massachusetts
$2.29M +$32.6K +70 +2%
CRWM
1537
Castle Rock Wealth Management
California
$2.29M +$29.8K +64 +1%
JFG
1538
Jefferies Financial Group
New York
$2.29M -$4.48M -9,623 -67%
AWMT
1539
AAFMAA Wealth Management & Trust
North Carolina
$2.28M +$138K +296 +7%
NBT
1540
Northwest Bank & Trust
Iowa
$2.27M -$930 -2 -0%
CT
1541
Clearstead Trust
Maine
$2.26M -$16.3K -35 -0.8%
SI
1542
Scharf Investments
California
$2.26M +$47K +101 +2%
RA
1543
RiverPark Advisors
New York
$2.26M -$445K -956 -17%
SNB
1544
Security National Bank
Nebraska
$2.25M – – –
WA
1545
Wealth Alliance
New York
$2.25M +$20.9K +45 +1%
FTIS
1546
First Trust Investment Solutions
Florida
$2.25M +$1.22M +2,617 +135%
HFA
1547
Harbert Fund Advisors
Alabama
$2.25M +$23.3K +50 +1%
PPWP
1548
Premier Path Wealth Partners
New Jersey
$2.24M -$3.25K -7 -0.2%
SWM
1549
Sendero Wealth Management
Texas
$2.22M +$51.6K +111 +3%
MC
1550
Machina Capital
France
$2.22M -$334K -719 -14%
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