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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Concord Wealth Partners
Virginia
$23M -$335K -3,311 -2%
SMH
1202
Sanders Morris Harris
Texas
$23M -$2.52M -24,900 -12%
WMP
1203
Wealth Management Partners
Arizona
$23M -$528K -5,219 -3%
ADL
1204
Asset Dedication LLC
California
$22.9M +$8.59K +85 +0%
PWP
1205
Principle Wealth Partners
Connecticut
$22.8M -$1.96M -19,415 -10%
CAAS
1206
Capital Asset Advisory Services
Michigan
$22.8M +$2.69M +26,584 +18%
SVWAG
1207
Sound View Wealth Advisors Group
Georgia
$22.8M +$57.8K +572 +0.3%
CBB
1208
Citizens Business Bank
California
$22.8M -$428K -4,229 -2%
CW
1209
CreativeOne Wealth
Kansas
$22.7M -$3.23M -31,959 -15%
MC
1210
Montag & Caldwell
Georgia
$22.7M -$22.8M -225,354 -55%
AC
1211
Arjuna Capital
North Carolina
$22.7M +$2.44M +24,129 +15%
AF
1212
Arrow Financial
New York
$22.7M -$2.01M -19,862 -10%
SA
1213
Strategic Advisors
New York
$22.7M +$3.29M +32,529 +22%
PCA
1214
Pallas Capital Advisors
Massachusetts
$22.6M +$11.2M +110,304 +144%
PPW
1215
Parcion Private Wealth
Washington
$22.6M -$56.5K -559 -0.3%
BBL
1216
Beck Bode LLC
Massachusetts
$22.6M -$4.66M -46,134 -20%
BEI
1217
Benjamin Edwards Inc
Missouri
$22.6M -$1.5M -14,830 -8%
HCM
1218
Hilton Capital Management
New York
$22.6M +$715K +7,074 +4%
LSA
1219
L & S Advisors
California
$22.6M +$362K +3,579 +2%
LMKC
1220
L.M. Kohn & Company
Ohio
$22.5M +$190K +1,879 +1%
IA
1221
Insight Advisors
Pennsylvania
$22.5M -$1.16M -11,425 -6%
NG
1222
NatWest Group
United Kingdom
$22.5M +$1.23M +12,214 +7%
STAS
1223
Strong Tower Advisory Services
Minnesota
$22.4M +$429K +4,244 +2%
NW
1224
NewEdge Wealth
Pennsylvania
$22.4M -$6.96M -68,793 -27%
FC
1225
Fulcrum Capital
Washington
$22.4M -$240K -2,377 -1%
47 48
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