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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1751
Cornerstone Wealth Group
North Carolina
$15M +$2.02M +6,720 +16%
NG
1752
NatWest Group
United Kingdom
$15M +$9.93K +33 +0.1%
OC
1753
Oakworth Capital
Alabama
$15M -$648K -2,155 -4%
CPA
1754
Capital Planning Advisors
California
$15M -$194K -646 -1%
NFG
1755
Nations Financial Group
Iowa
$15M -$2.18M -7,251 -13%
GAMH
1756
Greenwoods Asset Management (HK)
Hong Kong
$14.9M -$36M -119,800 -71%
NB
1757
Northwest Bancshares
Pennsylvania
$14.8M -$198K -658 -1%
TWM
1758
TLW Wealth Management
Florida
$14.8M +$11.1K +37 +0.1%
ACM
1759
AlphaStar Capital Management
North Carolina
$14.8M -$223K -741 -2%
9WM
1760
9258 Wealth Management
Ohio
$14.7M +$107K +356 +0.8%
APP
1761
Avantax Planning Partners
Iowa
$14.7M -$150K -499 -1%
CBT
1762
Central Bank & Trust
Kentucky
$14.7M +$224K +743 +2%
SG
1763
Swarthmore Group
Pennsylvania
$14.7M -$81.2K -270 -0.6%
SIP
1764
Stoneridge Investment Partners
Pennsylvania
$14.7M +$1.07M +3,540 +8%
CIM
1765
Chapman Investment Management
California
$14.6M -$25.3K -84 -0.2%
BRC
1766
Bishop Rock Capital
New York
$14.6M -$2.13M -7,082 -13%
SIA
1767
Soltis Investment Advisors
Utah
$14.6M +$823K +2,734 +6%
CIAS
1768
Capital Investment Advisory Services
North Carolina
$14.6M +$957K +3,180 +7%
MWA
1769
Miller Wealth Advisors
Colorado
$14.6M +$345K +1,148 +2%
RP
1770
Rowlandmiller & Partners
Georgia
$14.5M -$685K -2,276 -5%
PWP
1771
Pursue Wealth Partners
California
$14.5M -$1.44M -4,800 -9%
FSCM
1772
First Sabrepoint Capital Management
Texas
$14.5M – – –
BONH
1773
Bank of New Hampshire
New Hampshire
$14.5M -$479K -1,591 -3%
TWMP
1774
Taylor Wealth Management Partners
Massachusetts
$14.5M -$635K -2,112 -4%
TCCM
1775
Timber Creek Capital Management
Massachusetts
$14.5M +$144K +479 +1%
69 70
71
72 73