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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Sendero Wealth Management
Texas
$3.33M -$983K -13,410 -23%
MOS
902
MGO One Seven
Ohio
$3.33M +$712K +9,715 +27%
JFG
903
Juno Financial Group
Virginia
$3.32M +$284K +3,869 +9%
HNW
904
High Note Wealth
Minnesota
$3.3M +$67.2K +917 +2%
SP
905
Stablepoint Partners
Massachusetts
$3.29M +$45.5K +621 +1%
MAS
906
Meeder Advisory Services
Ohio
$3.29M +$57.9K +790 +2%
AWCI
907
Alpine Woods Capital Investors
New York
$3.28M +$1.25M +17,044 +60%
FM
908
Family Management
New York
$3.26M -$160K -2,182 -5%
SPC
909
Sigma Planning Corp
Michigan
$3.26M -$402K -5,481 -11%
EMB
910
Elefante Mark B
$3.26M +$480K +6,552 +17%
WI
911
Westbourne Investments
Virginia
$3.25M +$674K +9,185 +26%
MCCM
912
Morgan Creek Capital Management
North Carolina
$3.25M – – –
LNWTC
913
Laird Norton Wetherby Trust Company
Washington
$3.24M -$27K -368 -0.8%
GIC
914
Generali Investments CEE
Czech Republic
$3.19M -$667K -9,091 -17%
TCM
915
Tandem Capital Management
New Jersey
$3.19M +$45.5K +621 +1%
AA
916
Altrafin AG
$3.18M -$1.19M -16,280 -27%
UPS
917
UHLMANN PRICE SECURITIES
Illinois
$3.18M +$84.5K +1,153 +3%
VF
918
Virtu Financial
New York
$3.15M +$3.2M +43,654 New
WA
919
Waverly Advisors
Alabama
$3.15M -$9.52M -129,770 -75%
CHC
920
City Holding Co
West Virginia
$3.13M -$42.5K -580 -1%
GF
921
Gabelli Funds
New York
$3.13M +$990K +13,500 +45%
PWM
922
Palumbo Wealth Management
New York
$3.11M +$540K +7,363 +21%
PAS
923
Parsonex Advisory Services
Colorado
$3.11M +$170K +2,316 +6%
TCCM
924
Two Creeks Capital Management
New York
$3.11M -$69.3M -945,381 -96%
SB
925
Strategic Blueprint
Georgia
$3.09M -$12.1K -165 -0.4%
35 36
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