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Name Holding Trade Value Shares
Change 		Change in
Stake
PWCM
1726
Processus Wealth & Capital Management
Tennessee
$16.2M -$2.72M -21,653 -17%
CIC
1727
Chase Investment Counsel
Virginia
$16.2M +$1.52M +12,049 +13%
ANTB
1728
AMG National Trust Bank
Colorado
$16.2M +$300K +2,383 +2%
LCM
1729
Lazari Capital Management
California
$16.1M -$1.18M -9,391 -8%
SRIM
1730
Saratoga Research & Investment Management
California
$16.1M +$742K +5,896 +6%
KC
1731
Kadensa Capital
Hong Kong
$16.1M +$5.85M +46,508 +84%
DWM
1732
Destination Wealth Management
California
$16.1M -$777K -6,178 -6%
FC
1733
FORA Capital
Florida
$16.1M +$12.8M +101,834 New
MCCP
1734
Mission Creek Capital Partners
California
$16.1M -$1.19M -9,434 -8%
FBFS
1735
First Business Financial Services
Wisconsin
$16.1M +$1.35M +10,727 +12%
FAM
1736
Formidable Asset Management
Ohio
$16.1M +$59.9K +476 +0.3%
CA
1737
Claro Advisors
Massachusetts
$16.1M -$2.91M -23,104 -19%
APA
1738
Astoria Portfolio Advisors
New York
$16M -$151K -1,200 -1%
CPIA
1739
Cornell Pochily Investment Advisors
New York
$16M +$65.3K +519 +0.5%
PFP
1740
Paragon Financial Partners
California
$16M +$25.2K +200 +0.2%
SICM
1741
Sustainable Insight Capital Management
New York
$16M +$3.88M +30,847 +44%
WPA
1742
Wealth Preservation Advisors
Tennessee
$16M +$955K +7,590 +8%
EBT
1743
Enterprise Bank & Trust
Massachusetts
$16M -$579K -4,598 -4%
CFSG
1744
Community Financial Services Group
Vermont
$16M +$73.7K +586 +0.6%
DAM
1745
Doheny Asset Management
California
$15.9M -$123K -980 -1%
AG
1746
AlTi Global
New York
$15.9M +$2.49M +19,793 +25%
AWM
1747
Accurate Wealth Management
Florida
$15.9M +$1.14M +9,061 +10%
CPC
1748
Cookson Peirce & Co
Pennsylvania
$15.9M -$531K -4,218 -4%
PCG
1749
PFC Capital Group
California
$15.9M -$304K -2,418 -2%
RAM
1750
Riggs Asset Management
Pennsylvania
$15.9M -$458K -3,636 -3%
68 69
70
71 72