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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1601
Champlain Investment Partners
Vermont
$361K +$77.7K +785 +28%
ACM
1602
Adalta Capital Management
New York
$360K +$359K +3,630 New
AO
1603
Advisor OS
Illinois
$360K -$199K -2,011 -36%
DWM
1604
Dogwood Wealth Management
Kansas
$360K +$64.3K +649 +22%
LAM
1605
LECAP Asset Management
United Kingdom
$359K -$1.62M -16,391 -82%
AG
1606
AlTi Global
New York
$359K -$232K -2,347 -39%
IW
1607
Instrumental Wealth
Florida
$357K +$356K +3,599 New
RSWM
1608
Robertson Stephens Wealth Management
California
$357K +$162K +1,633 +83%
FNBSF
1609
First National Bank Sioux Falls
South Dakota
$357K – – –
FNBOO
1610
First National Bank of Omaha
Nebraska
$357K -$10.7K -108 -3%
RFN
1611
Redwood Financial Network
Ohio
$356K +$21.8K +220 +7%
HCM
1612
HMS Capital Management
Tennessee
$356K – – –
APW
1613
Aventura Private Wealth
Florida
$356K -$67.8K -685 -16%
CFS
1614
Commonwealth Financial Services
West Virginia
$355K +$125K +1,267 +55%
CAAS
1615
Capital Asset Advisory Services
Michigan
$355K +$354K +3,575 New
VAM
1616
Vienna Asset Management
California
$355K -$43.9K -443 -11%
PVM
1617
Palogic Value Management
Texas
$352K +$31.1K +314 +10%
RCM
1618
RB Capital Management
Nevada
$352K -$254K -2,568 -42%
MWM
1619
Meadowbrook Wealth Management
New York
$350K -$17.3K -175 -5%
ECA
1620
Elevated Capital Advisors
Utah
$350K -$202K -2,045 -37%
CA
1621
Continuum Advisory
Idaho
$348K +$38.3K +387 +12%
HPC
1622
HM Payson & Co
Maine
$348K -$48K -485 -12%
RCG
1623
Regatta Capital Group
California
$347K +$18.9K +191 +6%
EAM
1624
Empirical Asset Management
Massachusetts
$346K +$345K +3,487 New
KCM
1625
Kathmere Capital Management
Pennsylvania
$346K -$34.5K -348 -9%
63 64
65
66 67