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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1801
Quotient Wealth Partners
Texas
$21.1M +$564K +2,744 +3%
CCPM
1802
Cooper Creek Partners Management
New York
$21.1M +$21.7M +105,346 New
AIMC
1803
Alley Investment Management Company
Illinois
$21M +$172K +838 +0.8%
ATI
1804
Act Two Investors
California
$21M +$55.5K +270 +0.3%
LHC
1805
Lodge Hill Capital
New York
$21M +$21.6M +105,000 New
WA
1806
WP Advisors
California
$21M -$374K -1,819 -2%
PFS
1807
Physicians Financial Services
North Carolina
$20.9M -$6.49M -31,568 -23%
WG
1808
Wealth Group
North Carolina
$20.9M +$15.4M +74,969 +252%
CFSG
1809
Community Financial Services Group
Vermont
$20.9M +$1.63M +7,918 +8%
MJP
1810
Michael J. Puzo
$20.9M -$520K -2,529 -2%
TC
1811
TownSquare Capital
Utah
$20.9M +$1.5M +7,299 +8%
SFG
1812
SevenBridge Financial Group
Pennsylvania
$20.9M +$258K +1,253 +1%
UAM
1813
UAS Asset Management
New York
$20.9M +$10.5M +50,940 +96%
LSA
1814
L & S Advisors
California
$20.8M -$5.77M -28,063 -21%
MCM
1815
MKP Capital Management
New York
$20.8M +$21.4M +104,000 New
CWA
1816
CM Wealth Advisors
Ohio
$20.7M +$44.2K +215 +0.2%
DWM
1817
Drive Wealth Management
Utah
$20.7M +$1.13M +5,499 +6%
ASA
1818
Axxion S.A.
Luxembourg
$20.7M +$21.3M +103,395 New
SWM
1819
SHP Wealth Management
Massachusetts
$20.7M +$341K +1,659 +2%
ANTB
1820
AMG National Trust Bank
Colorado
$20.7M +$17.7K +86 +0.1%
EFG
1821
Embree Financial Group
Illinois
$20.7M +$983K +4,780 +5%
WCA
1822
Waratah Capital Advisors
Ontario, Canada
$20.7M +$21.2M +103,208 New
OBWG
1823
Onyx Bridge Wealth Group
New York
$20.6M +$700K +3,407 +3%
AC
1824
Apella Capital
Connecticut
$20.6M -$7.41M -36,058 -26%
MWA
1825
Marathon Wealth Advisors
Massachusetts
$20.6M +$62.9K +306 +0.3%
71 72
73
74 75