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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1101
Werlinich Asset Management
Connecticut
$3.02M – – –
LAI
1102
Legal Advantage Investments
California
$3.01M -$41.2K -500 -1%
BTWM
1103
Baker Tilly Wealth Management
Wisconsin
$3.01M +$133K +1,610 +5%
NW
1104
Naviter Wealth
Arkansas
$2.98M +$469K +5,700 +21%
BSAM
1105
Blue Square Asset Management
New York
$2.98M +$59.3K +720 +2%
CC
1106
Callan Capital
California
$2.97M +$184K +2,240 +7%
EHWM
1107
Eads & Heald Wealth Management
Georgia
$2.95M -$43.6K -530 -2%
FCA
1108
Fortis Capital Advisors
Kansas
$2.94M -$65.8K -800 -2%
MHC
1109
Meyer Handelman Company
New York
$2.92M -$64.2K -780 -2%
C
1110
Certuity
Florida
$2.92M +$1.07M +12,960 +65%
LPT
1111
Legacy Private Trust
Wisconsin
$2.92M +$64.2K +780 +2%
SF
1112
Symphony Financial
Texas
$2.91M +$573K +6,960 +27%
NB
1113
NBT Bank
New York
$2.91M +$281K +3,420 +12%
FFM
1114
Forum Financial Management
Illinois
$2.91M -$150K -1,820 -5%
EFG
1115
Everhart Financial Group
Ohio
$2.91M +$109K +1,330 +4%
BFA
1116
Brendel Financial Advisors
New Hampshire
$2.9M -$163K -1,980 -6%
AWC
1117
Abundance Wealth Counselors
Pennsylvania
$2.9M +$216K +2,620 +9%
FA
1118
Fagan Associates
New York
$2.9M -$20.6K -250 -0.8%
IIA
1119
IPG Investment Advisors
California
$2.9M +$14.8K +180 +0.6%
MFS
1120
Mirabella Financial Services
United Kingdom
$2.9M +$2.68M +32,540 New
CSD
1121
Clear Street Derivatives
New York
$2.89M +$2.1M +25,490 +365%
RRCM
1122
Rappaport Reiches Capital Management
Illinois
$2.88M +$33.7K +410 +1%
FT
1123
Fiduciary Trust
Massachusetts
$2.88M +$184K +2,230 +7%
BWM
1124
BNC Wealth Management
Oregon
$2.88M +$254K +3,090 +11%
WP
1125
Westmount Partners
California
$2.88M +$97.1K +1,180 +4%
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