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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1051
Realta Investment Advisors
Delaware
$978K -$349K -4,021 -23%
EAM
1052
Eukles Asset Management
Ohio
$978K +$14.8K +171 +1%
WANY
1053
Wealthspire Advisors (New York)
New York
$976K +$238K +2,745 +24%
HI
1054
Horizon Investments
North Carolina
$973K -$245K -2,823 -17%
LWMM
1055
Legacy Wealth Management (Mississippi)
Mississippi
$969K -$85.9K -990 -7%
SW
1056
SVB Wealth
Massachusetts
$966K -$256K -2,948 -18%
HVP
1057
Hudson Value Partners
Florida
$966K -$182K -2,094 -13%
KIA
1058
KCM Investment Advisors
California
$965K -$130K -1,496 -10%
SW
1059
SlateStone Wealth
Florida
$961K -$158K -1,818 -12%
JCM
1060
Jacobi Capital Management
Pennsylvania
$959K +$290K +3,340 +32%
AF
1061
Advisornet Financial
Minnesota
$957K -$192K -2,209 -14%
DC
1062
DeDora Capital
California
$957K -$82.8K -954 -7%
HCA
1063
Harbor Capital Advisors
Illinois
$951K -$187K -2,151 -14%
NIM
1064
Northeast Investment Management
Massachusetts
$949K -$13.7M -158,210 -92%
PI
1065
PFS Investments
Georgia
$945K +$207K +2,386 +21%
CAAS
1066
Capital Asset Advisory Services
Michigan
$944K -$32K -369 -3%
EB
1067
Eastern Bank
Massachusetts
$942K -$4.84M -55,848 -81%
AWM
1068
Avitas Wealth Management
California
$935K -$383K -4,416 -25%
AA
1069
Altrafin AG
$933K – – –
IGWM
1070
ICA Group Wealth Management
Colorado
$933K -$31.4K -362 -4%
EBT
1071
Enterprise Bank & Trust
Massachusetts
$932K -$95.8K -1,104 -8%
CCM
1072
Coldstream Capital Management
Washington
$931K +$306K +3,525 +36%
HCCM
1073
Hudson Canyon Capital Management
New York
$924K +$85.5K +985 +8%
NED
1074
Nancy E. Dempze
$923K +$124K +1,424 +12%
IPW
1075
Inlet Private Wealth
Florida
$922K +$13K +150 +1%
41 42
43
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