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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1076
Saranac Partners
$262K – – –
MW
1077
Marcum Wealth
Ohio
$261K +$46.5K +1,017 +22%
IWP
1078
Icon Wealth Partners
Texas
$258K – – –
AA
1079
Altman Advisors
Illinois
$257K +$255K +5,580 New
GFG
1080
Greystone Financial Group
Michigan
$254K +$252K +5,514 New
LAM
1081
L2 Asset Management
Massachusetts
$253K -$225K -4,934 -100%
BIC
1082
Beach Investment Counsel
Pennsylvania
$253K – – –
CPIG
1083
Chicago Partners Investment Group
Illinois
$253K -$2.1K -46 -0.8%
HH
1084
Hilltop Holdings
Texas
$252K -$1.28K -28 -0.5%
NAS
1085
Nicolet Advisory Services
Wisconsin
$252K +$22.6K +495 +10%
SG
1086
StoneX Group
New York
$249K +$14K +307 +6%
CB
1087
Cadence Bank
Mississippi
$249K -$327K -7,156 -57%
CIC
1088
Chilton Investment Company
Connecticut
$249K +$25.9K +567 +12%
LIM
1089
Leavell Investment Management
Alabama
$246K +$244K +5,344 New
AFA
1090
American Financial Advisors
Georgia
$246K – – –
CAM
1091
Carret Asset Management
New York
$244K -$234K -5,114 -49%
AA
1092
Alta Advisers
United Kingdom
$244K – – –
CICI
1093
Capital Investment Counsel Inc
North Carolina
$241K – – –
LFP
1094
Leeward Financial Partners
Washington
$241K – – –
LNWTC
1095
Laird Norton Wetherby Trust Company
Washington
$239K – – –
CAAS
1096
Capital Asset Advisory Services
Michigan
$239K +$234K +5,125 New
PWM
1097
PRW Wealth Management
Massachusetts
$238K -$28.6K -627 -10%
IA
1098
Insight Advisors
Pennsylvania
$237K +$2.51K +55 +1%
CBA
1099
Coastal Bridge Advisors
Connecticut
$234K – – –
PA
1100
Procyon Advisors
Connecticut
$233K +$232K +5,076 New
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44
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