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Name Holding Trade Value Shares
Change
Change in
Stake
1CP
2101
17 Capital Partners
Arizona
$811K – – –
MPM
2102
MBB Public Markets
Illinois
$811K +$770K +1,685 New
RPWA
2103
Regent Peak Wealth Advisors
Georgia
$811K -$68.1K -149 -8%
CT
2104
Cambridge Trust
Massachusetts
$810K -$24.2K -53 -3%
CFSG
2105
Clark Financial Services Group
Missouri
$810K +$3.66K +8 +0.5%
First Merchants Corp
2106
First Merchants Corp
Indiana
$810K +$768K +1,681 New
FTIS
2107
First Trust Investment Solutions
Florida
$806K +$268K +587 +54%
APWM
2108
Argonautica Private Wealth Management
Massachusetts
$806K +$765K +1,673 New
TAM
2109
Taurus Asset Management
New York
$805K – – –
MIC
2110
Means Investment Company
Maine
$803K +$23.8K +52 +3%
OWM
2111
OneAscent Wealth Management
Alabama
$802K -$66.3K -145 -8%
WAM
2112
Werlinich Asset Management
Connecticut
$802K – – –
KWM
2113
Kolinsky Wealth Management
New Jersey
$801K +$60.8K +133 +9%
GFS
2114
GYL Financial Synergies
Connecticut
$798K -$18.7K -41 -2%
Advance Capital Management
2115
Advance Capital Management
Michigan
$795K +$83.2K +182 +12%
TIM
2116
Tevis Investment Management
Texas
$795K -$2.74K -6 -0.4%
MWAM
2117
Manhattan West Asset Management
California
$795K +$1.83K +4 +0.2%
FFAM
2118
Forge First Asset Management
Canada
$794K – – –
AT
2119
Arlington Trust
Alabama
$793K -$23.8K -52 -3%
GWM
2120
GSB Wealth Management
Connecticut
$790K -$18.3K -40 -2%
BIM
2121
Baldwin Investment Management
Pennsylvania
$789K -$61.7K -135 -8%
HPM
2122
Hoxton Planning & Management
West Virginia
$788K +$10.1K +22 +1%
CWA
2123
Clarity Wealth Advisors
California
$787K -$914 -2 -0.1%
SIMG
2124
Sonora Investment Management Group
Arizona
$787K -$9.6K -21 -1%
LT
2125
Legacy Trust
Michigan
$785K +$20.1K +44 +3%