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Name Holding Trade Value Shares
Change 		Change in
Stake
UAM
1401
UAS Asset Management
New York
$7.04M +$6.47M +14,500 New
ANTB
1402
AMG National Trust Bank
Colorado
$7.03M +$191K +429 +3%
EFS
1403
Essex Financial Services
Connecticut
$7.02M +$542K +1,214 +9%
VWM
1404
Venturi Wealth Management
Texas
$7.02M -$330K -740 -5%
NFG
1405
Nations Financial Group
Iowa
$7.01M -$239K -536 -4%
CRM
1406
Cramer Rosenthal McGlynn
Connecticut
$7.01M -$194K -436 -3%
TPWA
1407
Twin Peaks Wealth Advisors
California
$7.01M +$1.42M +3,183 +28%
FWM
1408
FFT Wealth Management
Pennsylvania
$6.99M +$6.42M +14,396 New
MMG
1409
Monetary Management Group
Missouri
$6.97M +$29K +65 +0.5%
AG
1410
AlTi Global
New York
$6.97M +$1.09M +2,449 +21%
GAG
1411
GM Advisory Group
New York
$6.97M +$37.5K +84 +0.6%
GI
1412
GS Investments
Minnesota
$6.96M -$2M -4,475 -24%
ACI
1413
Alpha Cubed Investments
California
$6.96M -$2.77M -6,208 -30%
JHCP
1414
Jackson Hole Capital Partners
Oklahoma
$6.96M +$167K +374 +3%
SIA
1415
Soltis Investment Advisors
Utah
$6.94M +$784K +1,758 +14%
EWA
1416
EverSource Wealth Advisors
Alabama
$6.93M +$25K +56 +0.3%
SPG
1417
Strategic Planning Group
Utah
$6.92M +$804K +1,803 +14%
PPWP
1418
Premier Path Wealth Partners
New Jersey
$6.9M -$1.27M -2,839 -17%
FMWA
1419
Forvis Mazars Wealth Advisors
Missouri
$6.9M -$290K -650 -4%
SC
1420
SouthState Corp
Florida
$6.89M +$302K +678 +5%
ATIA
1421
American Trust Investment Advisors
New Hampshire
$6.87M -$238K -533 -4%
LA
1422
LM Advisors
California
$6.86M -$493K -1,106 -7%
UIA
1423
Ulland Investment Advisors
Minnesota
$6.86M +$20.5K +46 +0.3%
AWM
1424
Aviso Wealth Management
Washington
$6.85M +$149K +335 +2%
AF
1425
Advisornet Financial
Minnesota
$6.85M -$122K -273 -2%
55 56
57
58 59