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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1276
Silvercrest Asset Management
New York
$498K – – –
CCA
1277
Cobblestone Capital Advisors
New York
$497K – – –
BO
1278
BRR OpCo
Ohio
$497K +$20.8K +410 +5%
OPWM
1279
Oxinas Partners Wealth Management
Indiana
$497K +$466K +9,200 New
ESB
1280
Essex Savings Bank
Connecticut
$493K -$507 -10 -0.1%
BPCA
1281
Bank Pictet & Cie (Asia)
Singapore
$492K – – –
SBL
1282
Sargent Bickham Lagudis
Colorado
$490K +$4.06K +80 +0.9%
TFGT
1283
TS Financial Group (TSFG)
Illinois
$490K +$6.59K +130 +1%
CA
1284
Commerzbank Aktiengesellschaft
Germany
$487K +$34.5K +680 +8%
CMTU
1285
Capital Markets Trading (UK)
United Kingdom
$487K +$457K +9,010 New
C
1286
Certuity
Florida
$486K +$172K +3,390 +61%
UAS
1287
United Asset Strategies
New York
$484K -$4.06K -80 -0.9%
LWP
1288
Lumature Wealth Partners
Georgia
$482K +$452K +8,920 New
VFM
1289
Vivid Financial Management
California
$479K +$449K +8,850 New
RWP
1290
RWA Wealth Partners
Massachusetts
$478K -$5.58K -110 -1%
SWP
1291
Strategic Wealth Partners
Ohio
$475K +$445K +8,780 New
GCA
1292
Gradient Capital Advisors
California
$472K – – –
IA
1293
IFG Advisors
Missouri
$470K +$1.52K +30 +0.3%
EHC
1294
Everett Harris & Co
California
$469K +$33.5K +660 +8%
PWM
1295
Palumbo Wealth Management
New York
$467K +$438K +8,640 New
JCM
1296
Jag Capital Management
Missouri
$466K +$4.56K +90 +1%
CFA
1297
Carroll Financial Associates
North Carolina
$466K +$200K +3,940 +84%
TI
1298
Truepoint Inc
Ohio
$466K +$437K +8,610 New
WCAMG
1299
Woodard & Company Asset Management Group
North Carolina
$465K +$436K +8,600 New
LWM
1300
Laidlaw Wealth Management
New York
$464K +$111K +2,180 +34%
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