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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
851
Cynosure Group
Utah
$1.72M -$10.2K -240 -0.5%
PFM
852
Patton Fund Management
Texas
$1.72M +$1.93M +45,510 New
JGC
853
J. Goldman & Co
New York
$1.72M +$1.93M +45,440 New
AWM
854
Avior Wealth Management
Nebraska
$1.71M -$76.3K -1,800 -4%
KFP
855
KMG Fiduciary Partners
Ohio
$1.7M +$197K +4,650 +12%
GCM
856
Glynn Capital Management
California
$1.7M – – –
JWCA
857
J.W. Cole Advisors
Florida
$1.69M -$122K -2,870 -6%
WAG
858
Wallace Advisory Group
California
$1.69M +$11.9K +280 +0.7%
LWANC
859
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.68M -$215K -5,070 -10%
OTL
860
Oak Thistle LLC
New York
$1.66M +$1.86M +43,960 New
GL
861
Graypoint LLC
New York
$1.66M +$64.4K +1,520 +4%
EWM
862
Evercore Wealth Management
New York
$1.65M +$30.5K +720 +2%
CPA
863
Cardiff Park Advisors
California
$1.65M +$13.1K +310 +0.7%
CL
864
Choreo LLC
Illinois
$1.63M +$39.4K +930 +2%
AC
865
AXQ Capital
New Jersey
$1.62M +$1.57M +37,000 +617%
NAG
866
Northstar Advisory Group
New Jersey
$1.62M -$1.25M -29,370 -41%
HW
867
Hancock Whitney
Mississippi
$1.61M +$223K +5,260 +14%
CWP
868
CFM Wealth Partners
Texas
$1.61M +$51.3K +1,210 +3%
RCG
869
Regatta Capital Group
California
$1.6M -$40.7K -960 -2%
WWM
870
Western Wealth Management
Colorado
$1.6M +$96.7K +2,280 +6%
CAS
871
Coppell Advisory Solutions
Texas
$1.59M +$244K +5,750 +12%
WT
872
Whittier Trust
California
$1.59M +$25.4K +600 +1%
IFWM
873
Institute for Wealth Management
Colorado
$1.59M +$33.1K +780 +2%
GRP
874
Global Retirement Partners
California
$1.58M -$103K -2,420 -5%
AIC
875
Argus Investors Counsel
New York
$1.55M -$64K -1,510 -4%
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