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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1201
Modern Wealth Management
Kansas
$39.5M +$6.73M +36,658 +19%
HBT
1202
Hills Bank & Trust
Iowa
$39.5M -$1.05M -5,718 -2%
TIS
1203
Titan Investment Solutions
$39.5M -$9.95M -54,256 -19%
CAM
1204
Cidel Asset Management
Ontario, Canada
$39.3M +$9.35M +50,946 +29%
IG
1205
Ithaka Group
Virginia
$39.3M -$8.32M -45,324 -17%
KFGK
1206
Keystone Financial Group (Kentucky)
Kentucky
$39.2M +$179K +974 +0.5%
HAG
1207
HighPoint Advisor Group
Illinois
$39.2M -$150M -820,283 -79%
PFU
1208
Parus Finance (UK)
United Kingdom
$39.2M -$1.71M -9,322 -4%
BIG
1209
Brookwood Investment Group
Arizona
$39.2M -$6.79M -36,990 -14%
CI
1210
Cigna Investments
Connecticut
$39.1M -$529K -2,885 -1%
JSW
1211
Journey Strategic Wealth
New Jersey
$39.1M +$5.26M +28,693 +15%
PFGIA
1212
Patriot Financial Group Insurance Agency
Massachusetts
$38.9M +$23.2M +126,576 +131%
NP
1213
Nilsine Partners
Colorado
$38.9M +$2.25M +12,250 +7%
MC
1214
Mirabaud & Cie
Switzerland
$38.8M -$9.34M -50,902 -19%
C
1215
Chescapmanager
Maryland
$38.8M -$7.34M -40,000 -15%
SDH
1216
Sloy Dahl & Holst
Washington
$38.8M -$850K -4,635 -2%
AC
1217
AlphaCore Capital
California
$38.7M -$2.15M -11,735 -5%
AG
1218
Algert Global
California
$38.6M +$475K +2,587 +1%
RA
1219
RFG Advisory
Alabama
$38.5M -$1.22M -6,664 -3%
LBC
1220
Lowe Brockenbrough & Co
Virginia
$38.4M +$551K +3,006 +1%
GWP
1221
Gateway Wealth Partners
Wisconsin
$38.3M +$27.3M +148,964 +210%
PPW
1222
Parcion Private Wealth
Washington
$38.2M -$3.12M -16,987 -7%
DA
1223
Denali Advisors
California
$38.1M +$233K +1,270 +0.6%
LSPW
1224
Lake Street Private Wealth
Illinois
$38.1M -$5.69M -31,009 -12%
RWA
1225
River Wealth Advisors
Pennsylvania
$38M +$183K +996 +0.5%
47 48
49
50 51