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Name Holding Trade Value Shares
Change 		Change in
Stake
BCB
1751
Brian C. Broderick
$19.2M +$419K +1,176 +2%
PAIM
1752
Punch & Associates Investment Management
Minnesota
$19.2M +$92.2K +259 +0.5%
SCM
1753
Sirios Capital Management
Massachusetts
$19.1M -$3.68M -10,347 -17%
CAM
1754
Cypress Asset Management
Texas
$19.1M +$212K +596 +1%
RP
1755
Rowlandmiller & Partners
Georgia
$19.1M -$318K -894 -2%
PPWP
1756
Premier Path Wealth Partners
New Jersey
$19.1M +$18.1M +50,890 New
MFS
1757
Mirabella Financial Services
United Kingdom
$19.1M +$11.9M +33,297 +191%
CAAS
1758
Capital Asset Advisory Services
Michigan
$19M -$71.5K -201 -0.4%
CCS
1759
Concentric Capital Strategies
Connecticut
$19M +$4.04M +11,349 +29%
CCM
1760
Condor Capital Management
New Jersey
$19M -$720K -2,022 -4%
RWM
1761
Rench Wealth Management
Texas
$19M -$667K -1,874 -4%
HFM
1762
Hartford Financial Management
Connecticut
$19M -$66.2K -186 -0.4%
BWAM
1763
Boyd Watterson Asset Management
Ohio
$19M -$117K -328 -0.6%
SFO
1764
Stokes Family Office
Louisiana
$19M -$6.94M -19,498 -28%
LA
1765
Legacy Advisors
Pennsylvania
$19M +$2M +5,616 +12%
RSS
1766
Rosenblum Silverman Sutton
California
$19M -$449K -1,261 -2%
APP
1767
Avantax Planning Partners
Iowa
$19M +$1.3M +3,646 +8%
APSI
1768
Asset Planning Services Inc
Louisiana
$18.9M -$253K -710 -1%
FIB
1769
First Interstate Bank
Montana
$18.9M -$709K -1,993 -4%
EFG
1770
Embree Financial Group
Illinois
$18.9M +$17.9M +50,357 New
AWM
1771
Avior Wealth Management
Nebraska
$18.9M +$546K +1,533 +3%
CWM
1772
Curi Wealth Management
North Carolina
$18.9M -$2.07M -5,828 -10%
GI
1773
GAMMA Investing
California
$18.9M +$16.9M +47,505 New
JFGIW
1774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.9M -$634K -1,780 -3%
BTWM
1775
Baker Tilly Wealth Management
Wisconsin
$18.8M +$84K +236 +0.5%
69 70
71
72 73