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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
801
Franchise GP
$797K +$576K +3,130 New
NP
802
Nilsine Partners
Colorado
$793K -$148K -803 -20%
CLOS
803
Compagnie Lombard Odier SCmA
Switzerland
$789K +$110K +600 +24%
SW
804
SteelPeak Wealth
California
$788K -$210K -1,141 -27%
BCG
805
Breakwater Capital Group
New Jersey
$786K -$141K -767 -20%
RGC
806
Roberts, Glore & Co
Illinois
$786K -$80.6K -438 -12%
SN
807
Sittner & Nelson
Oregon
$782K -$18K -98 -3%
SC
808
SMA Capital
New York
$776K +$561K +3,049 New
AGWCA
809
Annis Gardner Whiting Capital Advisors
Florida
$767K +$1.29K +7 +0.2%
WT
810
Whittier Trust
California
$765K -$11.8M -63,951 -96%
AAIM
811
American Assets Investment Management
California
$764K – – –
CT
812
Caldwell Trust
Florida
$764K +$247K +1,343 +81%
QI
813
Qtron Investments
Massachusetts
$761K -$478K -2,596 -46%
JTWM
814
Jackson Thornton Wealth Management
Alabama
$753K +$221K +1,199 +68%
IP
815
Ignite Planners
California
$751K +$16.2K +88 +3%
AFG
816
Atomi Financial Group
New York
$747K -$59.3K -322 -10%
SFG
817
Synergy Financial Group
California
$741K -$135K -735 -20%
HPWM
818
High Point Wealth Management
New Jersey
$738K – – –
AP
819
Americana Partners
Texas
$737K +$64.6K +351 +14%
MNBTD
820
Moody National Bank Trust Division
Texas
$734K +$23.9K +130 +5%
FRA
821
Frank Rimerman Advisors
California
$727K -$1.22M -6,607 -70%
GKWIM
822
Gerber Kawasaki Wealth & Investment Management
California
$710K +$14.5K +79 +3%
NP
823
NorthRock Partners
Minnesota
$699K +$117K +635 +30%
DJSG
824
D.J. St. Germain
Massachusetts
$689K – – –
PGFC
825
Peapack-Gladstone Financial Corp
New Jersey
$689K -$101K -549 -17%
31 32
33
34 35