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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1026
Rockline Wealth Management
New York
$1.85M +$332K +1,775 +21%
CB
1027
CNB Bank
Pennsylvania
$1.84M -$36.4K -195 -2%
GCWM
1028
Guided Capital Wealth Management
Texas
$1.84M -$1.86M -9,980 -50%
MUAMU
1029
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.84M -$560K -3,000 -23%
CK
1030
Cohen Klingenstein
New York
$1.84M – – –
1C
1031
111 Capital
France
$1.84M +$697K +3,730 +60%
MAM
1032
Morse Asset Management
Connecticut
$1.84M -$1.39M -7,455 -43%
SWMG
1033
Signature Wealth Management Group
Georgia
$1.83M +$32.7K +175 +2%
QI
1034
Qtron Investments
Massachusetts
$1.83M – – –
IIM
1035
Intact Investment Management
Quebec, Canada
$1.83M – – –
CA
1036
CSM Advisors
Pennsylvania
$1.83M +$1.66M +8,890 +835%
KTM
1037
Keeler Thomas Management
Utah
$1.83M +$119K +635 +7%
PCA
1038
Pallas Capital Advisors
Massachusetts
$1.83M -$926K -4,960 -33%
LGA
1039
Lebenthal Global Advisors
New York
$1.83M +$355K +1,900 +24%
SC
1040
Savant Capital
Illinois
$1.82M +$51.4K +275 +3%
PWP
1041
Principle Wealth Partners
Connecticut
$1.82M -$84.1K -450 -4%
LWA
1042
Lineweaver Wealth Advisors
Ohio
$1.81M +$208K +1,115 +13%
NCM
1043
Narwhal Capital Management
Georgia
$1.81M +$534K +2,860 +41%
SIC
1044
Sterling Investment Counsel
New York
$1.81M +$1.53M +8,205 +505%
KHCM
1045
Kirtland Hills Capital Management
Ohio
$1.81M +$16.8K +90 +0.9%
RWB
1046
RMR Wealth Builders
New Jersey
$1.8M +$152K +815 +9%
GWM
1047
Gibbs Wealth Management
Georgia
$1.8M -$316K -1,690 -15%
HT
1048
Heritage Trust
Oklahoma
$1.8M +$27.1K +145 +2%
GIM
1049
Generali Investments Management
Slovenia
$1.8M -$2.22M -11,910 -55%
PA
1050
PFG Advisors
Arizona
$1.8M +$298K +1,595 +20%
40 41
42
43 44