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Name Holding Trade Value Shares
Change 		Change in
Stake
7WCP
876
71 West Capital Partners
Massachusetts
$758K +$31K +272 +4%
LWAM
877
Legacy Wealth Asset Management
Minnesota
$757K -$3.19K -28 -0.4%
EWP
878
Equity Wealth Partners
Missouri
$755K +$29.2K +256 +4%
NB
879
Nicolet Bankshares
Wisconsin
$754K -$96.3K -844 -12%
RWM
880
Rialto Wealth Management
New York
$753K +$6.73K +59 +0.9%
TA
881
TFB Advisors
Kansas
$752K +$29.9K +262 +4%
LSPW
882
Lake Street Private Wealth
Illinois
$751K +$134K +1,170 +22%
EFMH
883
E Fund Management (HK)
Hong Kong
$748K +$270K +2,363 +56%
FTWA
884
Fifth Third Wealth Advisors
Ohio
$745K -$96.5K -846 -11%
PE
885
PCM Encore
Colorado
$743K -$83.5K -732 -10%
BFO
886
Boston Family Office
Massachusetts
$742K -$13.9K -122 -2%
TCBWMS
887
Texas Capital Bank Wealth Management Services
Texas
$738K -$2.4K -21 -0.3%
BBHC
888
Brown Brothers Harriman & Co
New York
$736K +$61.6K +540 +9%
DWM
889
Dakota Wealth Management
Florida
$733K -$2.63K -23 -0.4%
CNBT
890
Canandaigua National Bank & Trust
New York
$733K +$732K +6,416 New
GAM
891
Grandview Asset Management
Pennsylvania
$731K -$57.9K -507 -7%
GIA
892
Gladstone Institutional Advisory
Florida
$731K -$81K -710 -10%
SFG
893
Stonebridge Financial Group
California
$730K +$730K +6,397 New
ZF
894
Zhang Financial
Michigan
$727K -$22.1K -194 -3%
TGAM
895
TBH Global Asset Management
Tennessee
$726K – – –
RFC
896
Regions Financial Corp
Alabama
$725K -$983K -8,617 -58%
DWM
897
Destination Wealth Management
California
$725K -$5.82K -51 -0.8%
MMA
898
Miracle Mile Advisors
California
$724K +$33K +289 +5%
BWA
899
Basecamp Wealth Advisors
Washington
$722K -$1.83K -16 -0.3%
GAMC
900
Garner Asset Management Corp
Texas
$722K -$5.71K -50 -0.8%
34 35
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37 38