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Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
901
Clare Market Investments
Texas
$8.33M -$236K -9,410 -3%
MMG
902
Monetary Management Group
Missouri
$8.27M +$853K +34,000 +13%
NCM
903
Neumann Capital Management
California
$8.26M -$100K -4,000 -1%
TFA
904
Teamwork Financial Advisors
Texas
$8.22M +$2.99M +119,040 +65%
SIC
905
SFE Investment Counsel
California
$8.19M -$1.19M -47,610 -14%
VAS
906
Vestmark Advisory Solutions
Massachusetts
$8.12M +$524K +20,880 +8%
AWM
907
Altium Wealth Management
New York
$8.11M +$1.7M +67,720 +30%
LWM
908
Laidlaw Wealth Management
New York
$8.06M +$239K +9,520 +3%
CBB
909
Citizens Business Bank
California
$8.03M -$1.88M -74,890 -20%
DAM
910
Deltec Asset Management
New York
$7.98M +$2.69M +107,300 +58%
MIM
911
Marco Investment Management
Georgia
$7.97M +$130K +5,200 +2%
DWM
912
Dakota Wealth Management
Florida
$7.97M +$3.6M +143,390 +96%
SIG
913
Sky Investment Group
Connecticut
$7.95M +$109K +4,350 +2%
BMWM
914
Brown Miller Wealth Management
Virginia
$7.95M +$52.4K +2,090 +0.7%
MAM
915
Morse Asset Management
Connecticut
$7.94M -$1.63M -64,800 -18%
UCMOK
916
United Capital Management of KS
Kansas
$7.92M -$5.77K -230 -0.1%
SW
917
SVB Wealth
Massachusetts
$7.87M +$636K +25,370 +10%
FC
918
Ferris Capital
Massachusetts
$7.87M +$311K +12,410 +4%
OSNBOA
919
Old Second National Bank of Aurora
Illinois
$7.87M +$5.02M +200,320 +228%
IAIM
920
International Assets Investment Management
Florida
$7.86M +$62.2K +2,480 +0.9%
SWA
921
SOA Wealth Advisors
New York
$7.85M +$97.3K +3,880 +1%
BTWM
922
Baker Tilly Wealth Management
Wisconsin
$7.85M +$1.15M +45,750 +19%
AAM
923
Azzad Asset Management
Virginia
$7.82M +$80K +3,190 +1%
GJCM
924
Grand Jean Capital Management
California
$7.82M +$337K +13,420 +5%
CBN
925
Cadence Bank NA
Texas
$7.81M +$1.09M +43,640 +18%
35 36
37
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