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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1026
Adalta Capital Management
New York
$330K – – –
FP
1027
Financial Perspectives
Minnesota
$326K – – –
JIC
1028
Johnson Investment Counsel
Ohio
$325K +$235K +1,278 New
CCG
1029
Cypress Capital Group
Florida
$324K +$234K +1,273 New
OIM
1030
Oder Investment Management
California
$321K +$232K +1,260 New
GF
1031
Gabelli Funds
New York
$319K +$231K +1,255 New
RFC
1032
Regions Financial Corp
Alabama
$319K -$575K -3,123 -71%
CPWL
1033
Coquina Private Wealth LLC
Florida
$318K +$230K +1,250 New
FT
1034
Fiduciary Trust
Massachusetts
$316K +$229K +1,242 New
GA
1035
Goldstein Advisors
Wisconsin
$314K +$227K +1,235 New
CWA
1036
Canvas Wealth Advisors
Kansas
$314K +$227K +1,233 New
APW
1037
Aventura Private Wealth
Florida
$307K +$45.5K +247 +26%
FM
1038
Family Management
New York
$305K -$189K -1,026 -46%
RPGK
1039
Retirement Planning Group (Kansas)
Kansas
$303K +$219K +1,192 New
ZBNA
1040
Zions Bancorporation, National Association
Utah
$301K -$246K -1,335 -53%
FWM
1041
Forza Wealth Management
Florida
$299K +$216K +1,176 New
GM
1042
GeoWealth Management
Illinois
$298K +$14.9K +81 +7%
RC
1043
Rahlfs Capital
Texas
$298K +$216K +1,172 New
TC
1044
Tannin Capital
North Carolina
$298K +$215K +1,171 New
CFM
1045
Compass Financial Management
Florida
$297K +$190K +1,032 New
VFG
1046
Victory Financial Group
Texas
$296K +$214K +1,164 New
DWT
1047
Dorsey & Whitney Trust
South Dakota
$295K +$214K +1,161 New
SAM
1048
Silvercrest Asset Management
New York
$295K +$213K +1,160 New
EP
1049
Essential Partners
California
$294K -$961K -5,225 -82%
AWE
1050
Avidian Wealth Enterprises
Texas
$294K +$213K +1,156 New
40 41
42
43 44