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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Angeles Wealth Management
California
$387K -$271K -6,960 -40%
TF
652
TIAA FSB
Florida
$386K -$18.9K -485 -4%
MPCG
653
Matrix Private Capital Group
New York
$386K -$195 -5 -0%
GW
654
GW & Wade
Massachusetts
$385K +$16.2K +415 +4%
GLA
655
Great Lakes Advisors
Illinois
$381K +$39.1K +1,005 +11%
TTWM
656
TCV Trust & Wealth Management
Virginia
$380K – – –
PWS
657
Precision Wealth Strategies
Missouri
$379K -$21.8K -560 -6%
CM
658
Crestline Management
Texas
$372K -$1.36M -35,000 -78%
MHIC
659
Marble Harbor Investment Counsel
Massachusetts
$372K – – –
PCP
660
Proficio Capital Partners
Massachusetts
$372K +$2.73K +70 +0.7%
CCG
661
Ceeto Capital Group
Florida
$372K +$389K +10,000 New
CAM
662
Cresset Asset Management
Illinois
$371K -$98.1K -2,520 -20%
BSI
663
Bennett Selby Investments
Maine
$370K +$169K +4,345 +77%
WR
664
WD Rutherford
Oregon
$365K -$6.81K -175 -2%
RIL
665
Rothschild Investment LLC
Illinois
$365K +$3.5K +90 +0.9%
WA
666
Wealth Alliance
New York
$364K +$17.3K +445 +5%
TNB
667
Thomasville National Bank
Georgia
$362K – – –
FRM
668
Fox Run Management
Connecticut
$361K -$201K -5,165 -35%
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$358K -$39.9K -1,025 -10%
MA
670
MUFG Americas
New York
$355K -$18.7K -480 -5%
SFG
671
Synergy Financial Group
California
$354K – – –
MTC
672
McDaniel Terry & Co
Texas
$351K +$195 +5 +0.1%
HIC
673
Holderness Investments Company
North Carolina
$346K – – –
ICM
674
Islay Capital Management
Texas
$343K – – –
BF
675
BOK Financial
Oklahoma
$339K -$24.1K -620 -6%
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