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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1276
High Pines Wealth Management
Massachusetts
$4.32M +$295K +1,179 +6%
CAM
1277
Covenant Asset Management
New Jersey
$4.32M +$750 +3 +0%
VM
1278
VPR Management
Texas
$4.32M +$1.5M +6,000 +39%
TWM
1279
TLW Wealth Management
Florida
$4.31M -$2.41M -9,644 -33%
ANTB
1280
AMG National Trust Bank
Colorado
$4.3M -$6.17M -24,680 -56%
MCM
1281
Moore Capital Management
New York
$4.3M +$4.83M +19,343 New
ANRIA
1282
American National Registered Investment Advisor
Texas
$4.3M -$151K -604 -3%
FHA
1283
Flagship Harbor Advisors
Massachusetts
$4.29M +$424K +1,696 +10%
PCM
1284
Palisade Capital Management
New Jersey
$4.29M -$2.39M -9,564 -33%
SIM
1285
Sentry Investment Management
Wisconsin
$4.29M -$1.48M -5,905 -23%
BL
1286
BWCP LP
Texas
$4.28M -$4.02M -16,102 -46%
MMG
1287
Monetary Management Group
Missouri
$4.28M -$532K -2,130 -10%
DBT
1288
Dubuque Bank & Trust
Iowa
$4.28M -$69.2K -277 -1%
XSC
1289
X-Square Capital
Puerto Rico
$4.28M +$52.2K +209 +1%
EAM
1290
EFG Asset Management
Oregon
$4.26M -$436K -1,746 -8%
NFC
1291
Northeast Financial Consultants
Connecticut
$4.25M +$1.21M +4,854 +34%
PGIM
1292
Pacific Global Investment Management
California
$4.24M -$1.2M -4,814 -20%
SC
1293
Savant Capital
Illinois
$4.24M -$213K -851 -4%
CPA
1294
Capital Planning Advisors
California
$4.23M +$66.5K +266 +1%
SB
1295
Simmons Bank
Arkansas
$4.22M -$684K -2,737 -13%
CPC
1296
Congress Park Capital
New York
$4.22M +$1.06M +4,241 +29%
PMG
1297
ProVise Management Group
Florida
$4.21M +$1.23M +4,907 +35%
MAP
1298
Managed Asset Portfolios
Michigan
$4.2M -$1.75K -7 -0%
BHB
1299
Bank Hapoalim BM
Israel
$4.18M +$985K +3,943 +27%
PWA
1300
Primoris Wealth Advisors
Florida
$4.13M +$4.66M +18,650 New
50 51
52
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