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Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
2976
United Community Bank
South Carolina
$6.79M -$793K -1,855 -11%
CWM
2977
Centric Wealth Management
Illinois
$6.79M +$47.9K +112 +0.7%
OFS
2978
OneAscent Financial Services
Alabama
$6.79M +$6.74M +15,775 New
LCM
2979
Legato Capital Management
California
$6.78M – – –
MC
2980
Mathes Company
New York
$6.77M -$825K -1,929 -11%
WG
2981
Watchman Group
Texas
$6.77M +$20.1K +47 +0.3%
PWS
2982
Peterson Wealth Services
Utah
$6.77M -$311K -727 -4%
MSK
2983
Melissa S. Kampmann
$6.76M -$10.7K -25 -0.2%
CWP
2984
Curated Wealth Partners
California
$6.76M +$89.8K +210 +1%
MW
2985
Maia Wealth
Colorado
$6.75M +$738K +1,726 +12%
HAC
2986
Harbor Advisory Corp
New Hampshire
$6.75M +$102K +239 +2%
CPL
2987
Corecam Pte Ltd
$6.75M +$5.86M +13,715 +694%
ARMT
2988
Amica Retiree Medical Trust
Rhode Island
$6.75M +$6.7M +15,680 New
SC
2989
Sierra Capital
Florida
$6.74M +$1.66M +3,880 +33%
WW
2990
Waterfront Wealth
Kansas
$6.74M +$471K +1,102 +8%
FA
2991
Financial Avengers
California
$6.74M +$82.5K +193 +1%
CWM
2992
Concentrum Wealth Management
California
$6.74M +$260K +608 +4%
EFH
2993
Eaton Financial Holdings
Florida
$6.72M +$6.67M +15,611 New
EAM
2994
Empirical Asset Management
Massachusetts
$6.71M -$45M -105,255 -87%
CF
2995
Convergence Financial
Missouri
$6.7M -$209K -488 -3%
TC
2996
Truvestments Capital
Florida
$6.69M +$2.76M +6,459 +71%
SM
2997
Sweeney & Michel
California
$6.69M +$12.4K +29 +0.2%
SFP
2998
Sweet Financial Partners
Minnesota
$6.69M -$86.3K -202 -1%
WAL
2999
W Advisors LLC
Tennessee
$6.68M +$146K +342 +2%
AWM
3000
Aviso Wealth Management
Washington
$6.68M -$5.56K -13 -0.1%
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