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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1926
TFB Advisors
Kansas
$10.5M +$363K +2,636 +3%
PWA
1927
Provenance Wealth Advisors
Florida
$10.5M -$195K -1,414 -2%
MS
1928
Madden Securities
Texas
$10.5M -$3.66M -26,580 -25%
UH
1929
Unigestion Holding
Switzerland
$10.5M +$1.46M +10,576 +16%
AWM
1930
Aviso Wealth Management
Washington
$10.5M -$133K -964 -1%
BDL
1931
Bey-Douglas LLC
Georgia
$10.5M -$65.5K -475 -0.6%
PWAM
1932
Papamarkou Wellner Asset Management
New York
$10.4M +$10.7M +77,775 New
CYG
1933
Clean Yield Group
Vermont
$10.4M +$7.86K +57 +0.1%
AW
1934
Alaethes Wealth
Nevada
$10.4M -$286K -2,072 -3%
PFWA
1935
Paces Ferry Wealth Advisors
Georgia
$10.4M -$259K -1,881 -2%
LWL
1936
Leo Wealth LLC
Texas
$10.4M -$168K -1,222 -2%
SC
1937
Sawyer & Company
Massachusetts
$10.4M -$3.58K -26 -0%
FPL
1938
Fortress Private Ledger
North Carolina
$10.4M +$10.7M +77,478 New
HFS
1939
Howard Financial Services
Texas
$10.4M +$1.18M +8,540 +12%
BCPWM
1940
Bradley & Co Private Wealth Management
Florida
$10.4M +$10.6M +77,261 New
SCM
1941
SCS Capital Management
Massachusetts
$10.4M +$1.65K +12 +0%
NIM
1942
Nicollet Investment Management
Minnesota
$10.4M -$212K -1,540 -2%
FIM
1943
Fernwood Investment Management
Massachusetts
$10.4M -$31K -225 -0.3%
SCP
1944
Sivia Capital Partners
California
$10.3M -$24.3K -176 -0.2%
TPM
1945
Triasima Portfolio Management
Quebec, Canada
$10.3M -$655K -4,749 -6%
BIP
1946
Bouvel Investment Partners
Pennsylvania
$10.3M +$296K +2,151 +3%
PAM
1947
Pegasus Asset Management
New York
$10.3M +$3.86K +28 +0%
BWP
1948
BSW Wealth Partners
Colorado
$10.3M +$896K +6,502 +9%
UB
1949
Umpqua Bank
Oregon
$10.3M -$320K -2,321 -3%
BSCCG
1950
Blue Sky Capital Consultants Group
California
$10.2M +$10.5M +76,103 New
76 77
78
79 80