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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
751
KMG Fiduciary Partners
Ohio
$5.17M +$1.19M +75,440 +22%
PAG
752
Private Advisory Group
Washington
$5.17M +$1.39M +87,810 +26%
SW
753
SVB Wealth
Massachusetts
$5.15M +$1.51M +95,300 +29%
AF
754
Alerus Financial
North Dakota
$5.14M +$595K +37,650 +10%
GH
755
GAM Holding
Switzerland
$5.14M -$4.59M -290,590 -41%
DC
756
Davenport & Co
Virginia
$5.14M -$714K -45,150 -10%
LSPW
757
Lake Street Private Wealth
Illinois
$5.13M -$385K -24,360 -5%
CPIG
758
Chicago Partners Investment Group
Illinois
$5.12M +$312K +19,740 +6%
CGL
759
Clarius Group LLC
Washington
$5.08M +$763K +48,250 +13%
BCM
760
Brookstone Capital Management
Illinois
$5.06M -$2.83M -178,740 -29%
AWA
761
Arkadios Wealth Advisors
Georgia
$5.06M +$125K +7,920 +2%
ECM
762
EagleClaw Capital Management
Massachusetts
$5.05M -$360K -22,750 -5%
BWM
763
Bulltick Wealth Management
Florida
$5.01M +$2.2M +139,380 +51%
VAS
764
Vestmark Advisory Solutions
Massachusetts
$4.99M +$426K +26,940 +7%
FNBOMD
765
First National Bank of Mount Dora
Florida
$4.99M +$208K +13,140 +3%
FHA
766
Flagship Harbor Advisors
Massachusetts
$4.97M +$119K +7,520 +2%
MS
767
Madden Securities
Texas
$4.96M -$65.5K -4,140 -1%
MIA
768
MMBG Investment Advisors
Florida
$4.96M +$350K +22,150 +6%
GAB
769
German American Bancorp
Indiana
$4.95M +$4.22M +266,830 +189%
BFA
770
Beaumont Financial Advisors
Massachusetts
$4.94M -$35.7K -2,260 -0.6%
CC
771
Codex Capital
New York
$4.92M -$237K -15,000 -4%
WAM
772
Werlinich Asset Management
Connecticut
$4.9M -$44.3K -2,800 -0.7%
CIAS
773
Capital Investment Advisory Services
North Carolina
$4.88M -$340K -21,500 -5%
S
774
SignatureFD
Georgia
$4.88M -$1.79M -113,200 -22%
SWM
775
SeaCrest Wealth Management
New York
$4.88M -$1.01M -64,070 -14%
29 30
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