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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
926
Greenup Street Wealth Management
Michigan
$1.83M -$707K -8,239 -30%
DWT
927
Dorsey & Whitney Trust
South Dakota
$1.83M +$99.4K +1,159 +7%
BFM
928
Boston Financial Management
Massachusetts
$1.83M -$316K -3,684 -16%
PFGIA
929
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M +$56.6K +660 +4%
MW
930
Maia Wealth
Colorado
$1.81M +$652K +7,596 +69%
CCM
931
Chickasaw Capital Management
Tennessee
$1.8M – – –
IIM
932
Intact Investment Management
Quebec, Canada
$1.8M -$3M -34,930 -65%
PIA
933
Petredis Investment Advisors
Pennsylvania
$1.8M +$6.61K +77 +0.4%
KP
934
Keel Point
Alabama
$1.8M -$2.06K -24 -0.1%
AC
935
AlphaCore Capital
California
$1.79M +$178K +2,069 +13%
KWA
936
Kingswood Wealth Advisors
California
$1.79M +$747K +8,711 +90%
EWM
937
Evergreen Wealth Management
Michigan
$1.79M +$1.57M +18,316 New
TSMHT
938
Thurston Springer Miller Herd & Titak
Indiana
$1.78M +$121K +1,415 +8%
LNWTC
939
Laird Norton Wetherby Trust Company
Washington
$1.78M – – –
LAM
940
Lynch Asset Management
Pennsylvania
$1.77M – – –
FCBT
941
First Citizens Bank & Trust
North Carolina
$1.77M -$68.5K -799 -4%
LCM
942
Lazari Capital Management
California
$1.75M +$21.8K +254 +1%
EB
943
Eastern Bank
Massachusetts
$1.75M +$1.3M +15,128 +542%
CUAMC
944
China Universal Asset Management Company
China
$1.74M +$649K +7,564 +73%
VDI
945
Vaughan David Investments
Illinois
$1.74M -$513K -5,985 -25%
FFA
946
First Foundation Advisors
California
$1.73M -$541K -6,305 -26%
LSAG
947
Lake Street Advisors Group
New Hampshire
$1.72M -$1.77M -20,651 -54%
WCF
948
West Coast Financial
California
$1.72M +$1.37K +16 +0.1%
SAW
949
Signal Advisors Wealth
Michigan
$1.72M +$1.51M +17,655 New
CWM
950
Calamos Wealth Management
Illinois
$1.71M -$12.4K -145 -0.8%
36 37
38
39 40