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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Axxcess Wealth Management
California
$264K +$276K +7,095 New
WE
727
Wealth Effects
Massachusetts
$263K – – –
FMB
728
Field & Main Bank
Kentucky
$261K +$21.4K +550 +9%
WDA
729
Wendell David Associates
New Hampshire
$260K – – –
WB
730
West Bancorporation
Iowa
$259K -$55.5K -1,425 -17%
WH
731
Willner & Heller
California
$259K +$1.17K +30 +0.4%
WFA
732
Wipfli Financial Advisors
Wisconsin
$258K +$271K +6,950 New
MHR
733
Matthew Hamilton Rosenberg
$257K – – –
AIM
734
Acropolis Investment Management
Missouri
$257K +$5.84K +150 +2%
DMBA
735
Deseret Mutual Benefit Administrators
Utah
$256K -$70.3K -1,805 -21%
SMH
736
Sanders Morris Harris
Texas
$256K – – –
FB
737
Fulton Bank
Pennsylvania
$255K -$51K -1,310 -16%
CI
738
Cigna Investments
Connecticut
$253K -$14.6K -375 -5%
S
739
SignatureFD
Georgia
$252K -$79.8K -2,050 -23%
GDP
740
Great Diamond Partners
Maine
$251K +$584 +15 +0.2%
EGM
741
Engineers Gate Manager
New York
$250K -$1.78M -45,685 -87%
HWA
742
HHM Wealth Advisors
Tennessee
$250K +$19.5K +500 +8%
ONST
743
Old North State Trust
North Carolina
$249K +$261K +6,695 +133,900%
BAM
744
Belpointe Asset Management
Nevada
$248K -$197K -5,050 -43%
CG
745
Colony Group
Massachusetts
$247K +$37.2K +955 +17%
PL
746
Parthenon LLC
Kentucky
$246K – – –
RWM
747
Ritholtz Wealth Management
New York
$246K +$258K +6,625 New
MYAM
748
Meiji Yasuda Asset Management
Japan
$240K -$11.7K -300 -4%
RFA
749
Resurgent Financial Advisors
Georgia
$237K +$1.36K +35 +0.6%
CA
750
Commerzbank Aktiengesellschaft
Germany
$237K +$248K +6,365 New
28 29
30
31 32