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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
801
United Bank (Georgia)
Georgia
$872K +$109K +2,470 +13%
ADL
802
Asset Dedication LLC
California
$871K +$230K +5,239 +33%
IWC
803
Integrated Wealth Concepts
Massachusetts
$868K -$111K -2,519 -11%
LT
804
Lindsell Train
United Kingdom
$862K +$8.8K +200 +1%
S
805
ShariaPortfolio
Florida
$859K +$234K +5,316 +34%
FFL
806
Future Fund LLC
Illinois
$859K +$232K +5,266 +34%
CHAM
807
Clear Harbor Asset Management
Connecticut
$858K +$732K +16,645 +390%
NP
808
NorthRock Partners
Minnesota
$858K +$25.9K +589 +3%
PHIC
809
Pine Haven Investment Counsel
Massachusetts
$858K -$8.31K -189 -0.9%
RPC
810
Rossmore Private Capital
Connecticut
$856K -$1.14M -25,926 -56%
WWA
811
WCG Wealth Advisors
Nevada
$853K +$914K +20,780 New
CWA
812
Canvas Wealth Advisors
Kansas
$851K -$354K -8,039 -28%
NB
813
NBT Bank
New York
$845K -$228K -5,175 -20%
ET
814
Equitable Trust
Tennessee
$840K -$4.58K -104 -0.5%
CL
815
Choreo LLC
Illinois
$834K -$46.2K -1,050 -5%
FTWA
816
Fifth Third Wealth Advisors
Ohio
$829K -$74.6K -1,696 -8%
AFG
817
Atomi Financial Group
New York
$828K +$185K +4,201 +26%
CFS
818
CGC Financial Services
Oregon
$827K +$14.7K +334 +2%
DBRC
819
D.B. Root & Company
Pennsylvania
$824K +$127K +2,896 +17%
BI
820
Bramshill Investments
Florida
$821K +$880K +20,000 New
TC
821
Tejara Capital
United Kingdom
$821K +$880K +20,000 New
VA
822
Valmark Advisers
Ohio
$818K +$27.9K +635 +3%
IFWM
823
Institute for Wealth Management
Colorado
$816K -$57.3K -1,303 -6%
CK
824
Cohen Klingenstein
New York
$813K – – –
TG
825
TCW Group
California
$804K +$41K +932 +5%
31 32
33
34 35