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Name Holding Trade Value Shares
Change 		Change in
Stake
UAM
1576
Unison Asset Management
Florida
$749K – – –
FCBT
1577
First Citizens Bank & Trust
North Carolina
$749K -$36.5K -390 -5%
SOW
1578
State of Wyoming
Wyoming
$746K -$19.4K -207 -3%
KIA
1579
Knollwood Investment Advisory
Maryland
$745K – – –
CPW
1580
Catalyst Private Wealth
California
$744K -$23.8K -254 -3%
PFBT
1581
Parkside Financial Bank & Trust
Missouri
$742K +$38.8K +415 +6%
DIM
1582
Delta Investment Management
California
$742K +$93.4K +999 +15%
VHAM
1583
Van Hulzen Asset Management
California
$736K +$138K +1,474 +24%
ESB
1584
Essex Savings Bank
Connecticut
$735K -$23.9K -256 -3%
SFG
1585
Synergy Financial Group
California
$732K – – –
AWM
1586
Avaii Wealth Management
Wisconsin
$729K +$81.9K +876 +13%
WAAG
1587
Wealth Alliance Advisory Group
Kansas
$727K +$694K +7,420 New
MSFS
1588
Main Street Financial Solutions
Pennsylvania
$724K +$168K +1,798 +32%
AGAM
1589
Audent Global Asset Management
California
$723K -$7.95K -85 -1%
NIWA
1590
New Insight Wealth Advisors
California
$722K -$42K -449 -6%
CB
1591
Cadence Bank
Mississippi
$722K +$11.4K +122 +2%
PWP
1592
Principle Wealth Partners
Connecticut
$720K +$28.1K +300 +4%
SRL
1593
Scientech Research LLC
New Jersey
$718K -$147K -1,575 -18%
AAS
1594
Ameritas Advisory Services
Nebraska
$716K +$122K +1,307 +22%
HA
1595
Harbor Advisors
Florida
$715K – – –
SWM
1596
Steinberganna Wealth Management
New York
$711K +$679K +7,261 New
JSL
1597
JT Stratford LLC
Georgia
$709K -$3.13M -33,521 -82%
IAIM
1598
International Assets Investment Management
Florida
$709K – – –
QPBE
1599
Quintet Private Bank (Europe)
Luxembourg
$707K +$271K +2,900 +67%
V
1600
ViaWealth
Kansas
$706K +$31.4K +336 +5%
62 63
64
65 66