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Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1851
Trustmark National Bank Trust Department
Mississippi
$11.2M -$155K -609 -1%
LWMM
1852
Legacy Wealth Management (Mississippi)
Mississippi
$11.2M +$40.7K +160 +0.4%
TIA
1853
Tiemann Investment Advisors
California
$11.2M -$232K -913 -2%
AWM
1854
Avior Wealth Management
Nebraska
$11.2M -$667K -2,624 -6%
NL
1855
NKCFO LLC
Illinois
$11.2M – – –
CWG
1856
Cornerstone Wealth Group
North Carolina
$11.1M +$2.21M +8,680 +28%
MCM
1857
Mattern Capital Management
Colorado
$11.1M +$195K +766 +2%
MWA
1858
Moser Wealth Advisors
Washington
$11.1M +$488K +1,921 +5%
CHAM
1859
Clear Harbor Asset Management
Connecticut
$11.1M -$217K -853 -2%
MWM
1860
Modera Wealth Management
New Jersey
$11.1M -$217K -854 -2%
TA
1861
Tiedemann Advisors
New York
$11.1M -$815K -3,207 -7%
TIP
1862
Torray Investment Partners
Maryland
$11.1M -$90.5K -356 -0.9%
ADL
1863
Asset Dedication LLC
California
$11.1M +$1.87M +7,355 +22%
BHTS
1864
Bar Harbor Trust Services
Maine
$11M -$103K -405 -1%
CL
1865
Choreo LLC
Illinois
$11M +$1.2M +4,730 +13%
PTP
1866
Platform Technology Partners
New York
$11M +$10.4M +40,742 New
PCM
1867
Prelude Capital Management
New York
$11M -$2.57M -10,105 -20%
FANJ
1868
Financial Architects (New Jersey)
New Jersey
$11M +$214K +840 +2%
ED
1869
Exane Derivatives
France
$11M +$707K +2,782 +8%
SCP
1870
Steamboat Capital Partners
New York
$11M -$138K -541 -1%
IMOV
1871
Investment Management of Virginia
Virginia
$11M -$330K -1,300 -3%
CT
1872
Clearstead Trust
Maine
$10.9M -$1.64M -6,434 -16%
GDP
1873
Great Diamond Partners
Maine
$10.9M -$82.1K -323 -0.8%
OPA
1874
Old Port Advisors
Maine
$10.9M -$546K -2,148 -5%
RFM
1875
Royal Fund Management
Florida
$10.9M +$1.11M +4,377 +12%
73 74
75
76 77