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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1101
Great Diamond Partners
Maine
$572K +$507K +97,400 New
BOTW
1102
Bank of the West
California
$568K -$69.3K -13,320 -12%
FWM
1103
Foresight Wealth Management
Utah
$567K +$43.1K +8,280 +9%
MGIM
1104
M&G Investment Management
United Kingdom
$565K +$500K +96,120 New
WP
1105
WealthPLAN Partners
Nebraska
$564K +$24.6K +4,720 +6%
AA
1106
Apriem Advisors
California
$560K +$61.6K +11,840 +14%
CAM
1107
Covenant Asset Management
New Jersey
$559K +$16.2K +3,120 +3%
SAM
1108
Silvercrest Asset Management
New York
$556K – – –
EPA
1109
Element Pointe Advisors
Florida
$555K +$490K +94,280 New
ACM
1110
Aljian Capital Management
Nevada
$554K -$54.1K -10,400 -10%
WPP
1111
Whalerock Point Partners
Rhode Island
$554K -$10.4K -2,000 -2%
FNBT
1112
FineMark National Bank & Trust
Florida
$554K +$198K +38,040 +68%
CA
1113
Clearstead Advisors
Ohio
$553K +$10.4K +2,000 +2%
MWA
1114
Moser Wealth Advisors
Washington
$553K +$489K +94,080 New
EP
1115
Edgestream Partners
New Jersey
$550K +$205K +39,400 +73%
CRC
1116
Curi RMB Capital
Illinois
$548K -$45.6K -8,760 -9%
MWM
1117
Meridian Wealth Management
Kentucky
$548K +$208 +40 +0%
DFA
1118
Delta Financial Advisors
Louisiana
$546K – – –
CAM
1119
Claret Asset Management
Quebec, Canada
$544K -$7.07K -1,360 -1%
EWA
1120
EP Wealth Advisors
California
$542K +$232K +44,520 +94%
LCM
1121
Logan Capital Management
Pennsylvania
$540K -$48.9K -9,400 -9%
RCA
1122
Rowland Carmichael Advisors
Arizona
$537K -$208 -40 -0%
SB
1123
Simmons Bank
Arkansas
$533K +$71.8K +13,800 +18%
CMBA
1124
C.M. Bidwell & Associates
Hawaii
$532K -$329K -63,160 -41%
I2I
1125
Insight 2811 Inc
Illinois
$532K -$38.9K -7,480 -8%
43 44
45
46 47