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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
851
Peloton Wealth Strategists
Indiana
$1.76M -$86.7K -1,000 -5%
AG
852
AlTi Global
New York
$1.76M +$68.7K +793 +4%
CPIG
853
Chicago Partners Investment Group
Illinois
$1.76M -$28K -323 -2%
PMA
854
Prudent Man Advisors
Illinois
$1.75M +$207K +2,389 +33%
CCM
855
Chickasaw Capital Management
Tennessee
$1.75M +$53.3K +615 +3%
RWM
856
Rezny Wealth Management
Florida
$1.74M +$146K +1,686 +10%
FMI
857
F/M Investments
District of Columbia
$1.73M +$156K +1,803 +11%
CANC
858
Culbertson A N & Co
Virginia
$1.73M -$49.8K -575 -3%
FAM
859
Formidable Asset Management
Ohio
$1.73M – – –
AWM
860
Axxcess Wealth Management
California
$1.73M +$6.59K +76 +0.4%
PIA
861
Petredis Investment Advisors
Pennsylvania
$1.73M +$31.3K +361 +2%
LAM
862
Lynch Asset Management
Pennsylvania
$1.73M – – –
BP
863
Ballentine Partners
Massachusetts
$1.72M -$61.3K -707 -4%
MWM
864
Meridian Wealth Management
Kentucky
$1.72M +$41.8K +482 +3%
AIA
865
AIMZ Investment Advisors
California
$1.72M -$43.2K -498 -3%
SFO
866
Stokes Family Office
Louisiana
$1.7M -$67.2K -776 -4%
ABWM
867
Alpine Bank Wealth Management
Colorado
$1.7M -$8.67K -100 -0.5%
IIM
868
Intact Investment Management
Quebec, Canada
$1.7M – – –
AWP
869
Accretive Wealth Partners
New Jersey
$1.69M +$25.1K +290 +2%
IP
870
Intellectus Partners
California
$1.69M +$245K +2,830 +18%
KP
871
Keel Point
Alabama
$1.68M +$43K +496 +3%
LNWTC
872
Laird Norton Wetherby Trust Company
Washington
$1.67M – – –
CCM
873
Collar Capital Management
Wisconsin
$1.66M -$8.49K -98 -0.5%
FFA
874
First Foundation Advisors
California
$1.66M +$6.33K +73 +0.4%
BFA
875
Brown Financial Advisors
Ohio
$1.65M +$118K +1,360 +8%
33 34
35
36 37