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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Circle Wealth Management
New Jersey
$412K – – –
WT
1227
Whittier Trust
California
$412K -$99.7K -1,280 -17%
ICP
1228
Interchange Capital Partners
Pennsylvania
$412K +$250K +3,206 +103%
TWP
1229
Tempus Wealth Planning
California
$407K -$63.2K -811 -12%
SPC
1230
Spirepoint Private Client
Florida
$405K +$484K +6,210 New
GFP
1231
Gryphon Financial Partners
Ohio
$402K +$2.1K +27 +0.4%
KIM
1232
Kestra Investment Management
Texas
$402K +$378K +4,852 +372%
HSA
1233
HBK Sorce Advisory
Pennsylvania
$402K -$23.6K -303 -5%
FWP
1234
Falcon Wealth Planning
California
$401K +$4.52K +58 +1%
AP
1235
Americana Partners
Texas
$400K +$25.3K +325 +6%
ACM
1236
Aljian Capital Management
Nevada
$399K -$82.6K -1,060 -15%
CAM
1237
Cidel Asset Management
Ontario, Canada
$398K -$13.2K -169 -3%
OWM
1238
Opes Wealth Management
California
$398K +$3.5K +45 +0.7%
NSB
1239
Norway Savings Bank
Maine
$397K -$286K -3,675 -38%
EHAM
1240
Eagle Harbor Asset Management
Washington
$395K -$6.46K -83 -1%
VWM
1241
Venturi Wealth Management
Texas
$393K -$57K -732 -11%
WKSWA
1242
White Knight Strategic Wealth Advisors
New Jersey
$393K -$607K -7,788 -56%
TWM
1243
Thrive Wealth Management
Pennsylvania
$392K -$55.9K -718 -11%
CIA
1244
Choate Investment Advisors
Massachusetts
$391K +$64.3K +826 +16%
WMA
1245
Wealth Management Associates
New Jersey
$390K +$466K +5,980 New
MW
1246
Maia Wealth
Colorado
$390K -$81.3K -1,044 -14%
ST
1247
Smithfield Trust
Pennsylvania
$389K -$30.8K -395 -6%
BB
1248
Busey Bank
Illinois
$388K -$15.6K -200 -3%
SWA
1249
Sax Wealth Advisors
New Jersey
$387K +$100K +1,285 +28%
LAI
1250
Legal Advantage Investments
California
$385K – – –
48 49
50
51 52