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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1276
Trifecta Capital Advisors
Illinois
$8.33M +$123K +382 +1%
CA
1277
Cullinan Associates
Kentucky
$8.33M +$161K +500 +2%
AWM
1278
Angeles Wealth Management
California
$8.27M +$509K +1,583 +6%
HIIFS
1279
Harel Insurance Investments & Financial Services
Israel
$8.26M -$703K -2,187 -7%
BMCM
1280
Bryn Mawr Capital Management
Pennsylvania
$8.26M +$1.51M +4,704 +21%
WANY
1281
Wealthspire Advisors (New York)
New York
$8.26M -$2.84M -8,838 -24%
MG
1282
McHugh Group
Ohio
$8.24M -$261K -812 -3%
BHPW
1283
Beverly Hills Private Wealth
California
$8.24M +$2.94M +9,130 +50%
NG
1284
NatWest Group
United Kingdom
$8.23M +$332K +1,033 +4%
TFS
1285
Thoroughbred Financial Services
Tennessee
$8.22M -$57.2K -178 -0.7%
GIM
1286
Goelzer Investment Management
Indiana
$8.2M +$206K +642 +2%
WPC
1287
Wedmont Private Capital
Pennsylvania
$8.2M -$357K -1,110 -4%
BCWM
1288
Bartlett & Co Wealth Management
Ohio
$8.19M -$205K -636 -2%
PWG
1289
Portside Wealth Group
Utah
$8.18M -$1.05M -3,280 -11%
PCG
1290
Prosperity Consulting Group
Maryland
$8.16M -$391K -1,217 -4%
MCM
1291
Mattern Capital Management
Colorado
$8.15M +$435K +1,352 +5%
IWA
1292
Icon Wealth Advisors
Texas
$8.14M -$1.86M -5,784 -19%
WCM
1293
Wisconsin Capital Management
Wisconsin
$8.1M -$487K -1,513 -5%
TIM
1294
Thompson Investment Management
Wisconsin
$8.1M +$116K +361 +1%
MNBTD
1295
Moody National Bank Trust Division
Texas
$8.09M +$24.4K +76 +0.3%
GSP
1296
Grafton Street Partners
Florida
$8.09M – – –
BFG
1297
Berger Financial Group
Minnesota
$8.07M -$346K -1,075 -4%
SC
1298
Settian Capital
New York
$8.07M – – –
GAG
1299
GM Advisory Group
New York
$8.07M +$118K +366 +1%
IIM
1300
Ipswich Investment Management
Massachusetts
$8.07M -$191K -594 -2%
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