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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
876
Petredis Investment Advisors
Pennsylvania
$1.81M +$32.1K +311 +2%
FFM
877
Forum Financial Management
Illinois
$1.81M +$31.8K +308 +2%
CCM
878
Chickasaw Capital Management
Tennessee
$1.81M -$5.17K -50 -0.3%
AG
879
AlTi Global
New York
$1.81M -$15.8K -153 -0.8%
PCG
880
PFC Capital Group
California
$1.8M -$109K -1,056 -5%
EHWM
881
Eads & Heald Wealth Management
Georgia
$1.8M +$10.3K +100 +0.5%
GH
882
GAM Holding
Switzerland
$1.8M +$1.89M +18,308 New
MPPW
883
Mitchell & Pahl Private Wealth
Oklahoma
$1.79M +$65.6K +635 +4%
LNWTC
884
Laird Norton Wetherby Trust Company
Washington
$1.79M – – –
CCM
885
Collar Capital Management
Wisconsin
$1.79M -$11.4K -110 -0.6%
MWM
886
Meridian Wealth Management
Kentucky
$1.79M +$724K +7,000 +62%
FFA
887
First Foundation Advisors
California
$1.77M +$18.2K +176 +1%
PCM
888
Parsons Capital Management
Rhode Island
$1.77M -$30.2K -292 -2%
CK
889
Cohen Klingenstein
New York
$1.77M – – –
PI
890
PFG Investments
New York
$1.76M -$223K -2,153 -11%
GC
891
Grimes & Company
Massachusetts
$1.76M -$1.43M -13,800 -44%
KP
892
Keel Point
Alabama
$1.75M +$57.7K +558 +3%
AGP
893
Autumn Glory Partners
Texas
$1.73M +$32.5K +314 +3%
IB
894
Intrust Bank
Kansas
$1.73M +$57.6K +557 +3%
FAM
895
Formidable Asset Management
Ohio
$1.73M -$200K -1,939 -10%
SAW
896
Signal Advisors Wealth
Michigan
$1.72M -$6.93K -67 -0.4%
DWT
897
Dorsey & Whitney Trust
South Dakota
$1.72M +$10.8K +104 +0.6%
FRA
898
Frank Rimerman Advisors
California
$1.72M +$72.1K +697 +4%
CRWM
899
Castle Rock Wealth Management
California
$1.72M -$323K -3,129 -15%
EB
900
Eastern Bank
Massachusetts
$1.71M -$44.3K -429 -2%
34 35
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