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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1351
Aprio Wealth Management
Georgia
$247K +$19.2K +272 +8%
IWA
1352
Icon Wealth Advisors
Texas
$247K -$35.5K -503 -12%
RPC
1353
Rossmore Private Capital
Connecticut
$246K – – –
WWM
1354
Western Wealth Management
Colorado
$246K +$19K +270 +8%
JTWM
1355
Jackson Thornton Wealth Management
Alabama
$245K +$227K +3,221 New
KA
1356
Klingman & Associates
New York
$245K -$6.34K -90 -2%
NAMM
1357
NorthStar Asset Management (Massachusetts)
Massachusetts
$244K -$234K -3,324 -48%
FMLI
1358
Fukoku Mutual Life Insurance
Japan
$242K – – –
MG
1359
Mather Group
Illinois
$242K -$1.41K -20 -0.6%
JWWM
1360
Johnson & White Wealth Management
Pennsylvania
$242K -$61K -865 -19%
NRI
1361
NFP Retirement Inc
California
$241K -$2.12K -30 -0.8%
RIG
1362
Renaissance Investment Group
Massachusetts
$240K – – –
OIS
1363
OneAscent Investment Solutions
Alabama
$240K +$253K +3,584 New
LWM
1364
Lionshead Wealth Management
New York
$240K -$4.51K -64 -2%
RMC
1365
Ring Mountain Capital
California
$238K -$19.8K -281 -7%
FIB
1366
First Interstate Bank
Montana
$237K +$26.4K +375 +12%
MFGM
1367
Marshall Financial Group (Maryland)
Maryland
$236K -$4.37K -62 -2%
YDMI
1368
Y.D. More Investments
Israel
$236K -$35.5K -503 -13%
HCM
1369
Howland Capital Management
Massachusetts
$235K +$35.9K +510 +17%
FCBT
1370
First Citizens Bank & Trust
North Carolina
$235K -$4.51K -64 -2%
MCM
1371
Manchester Capital Management
Vermont
$235K -$10.4K -147 -4%
LIA
1372
LBMC Investment Advisors
Tennessee
$235K – – –
BMCM
1373
Bryn Mawr Capital Management
Pennsylvania
$234K -$4.23K -60 -2%
ACP
1374
Argyle Capital Partners
California
$233K – – –
BA
1375
Bridgewater Advisors
New York
$230K -$13.7K -194 -5%
53 54
55
56 57