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Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
2051
Udine Wealth Management
Florida
$15.2M -$1.75M -4,327 -11%
P
2052
&Partners
Tennessee
$15.1M +$5.95M +14,691 +69%
TC
2053
Tenere Capital
New York
$15.1M -$12.7M -31,492 -47%
IWA
2054
IBEX Wealth Advisors
New Jersey
$15.1M -$3.24M -8,012 -11%
QC
2055
Quent Capital
New York
$15.1M +$594K +1,467 +4%
RRA
2056
Round Rock Advisors
Connecticut
$15.1M -$1.48M -3,661 -9%
SWK
2057
Stephen W. Kidder
$15.1M -$841K -2,077 -5%
EBT
2058
Enterprise Bank & Trust
Massachusetts
$15M -$428K -1,057 -3%
MAWA
2059
Moss Adams Wealth Advisors
Washington
$15M +$4.01M +9,917 +38%
SCP
2060
Seizert Capital Partners
Michigan
$15M -$111K -273 -0.8%
LFP
2061
Leeward Financial Partners
Washington
$15M +$1.97M +4,861 +16%
SF
2062
Symphony Financial
Texas
$15M -$2.49M -6,160 -15%
AT
2063
Arden Trust
Delaware
$14.9M -$231K -571 -2%
GWM
2064
GDS Wealth Management
Texas
$14.9M +$900K +2,222 +7%
HIC
2065
Hartline Investment Corp
Illinois
$14.9M -$22.7M -56,095 -61%
BCA
2066
Bay Colony Advisors
Massachusetts
$14.9M +$1.09M +2,692 +8%
SAM
2067
Smartleaf Asset Management
Massachusetts
$14.9M +$4.43M +10,932 +45%
AWCI
2068
Alpine Woods Capital Investors
New York
$14.9M -$3M -7,409 -16%
LFM
2069
LGT Fund Management
Liechtenstein
$14.9M +$186K +459 +1%
AO
2070
Advisor OS
Illinois
$14.8M +$952K +2,351 +7%
FBT
2071
First Bank & Trust
South Dakota
$14.8M +$86.6K +214 +0.6%
QWP
2072
Quotient Wealth Partners
Texas
$14.8M -$1.29M -3,179 -8%
LWL
2073
Leo Wealth LLC
Texas
$14.8M +$572K +1,414 +4%
NP
2074
Nilsine Partners
Colorado
$14.8M +$1.33M +3,285 +10%
LI
2075
Lafayette Investments
Maryland
$14.8M +$17.8K +44 +0.1%
81 82
83
84 85