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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1726
Sugarloaf Wealth Management
Georgia
$1.07M -$19.8K -341 -2%
UC
1727
Unio Capital
New Jersey
$1.06M +$27.7K +476 +3%
WTB
1728
Washington Trust Bank
Washington
$1.06M -$348K -5,985 -25%
SIA
1729
Strategic Investment Advisors
Michigan
$1.06M +$52.3K +901 +5%
ROTUOC
1730
Regents of the University of California
California
$1.05M – – –
9WM
1731
9258 Wealth Management
Ohio
$1.05M -$18.8K -324 -2%
PWMG
1732
Prestige Wealth Management Group
New Jersey
$1.05M +$112K +1,932 +12%
IIA
1733
ICW Investment Advisors
Arizona
$1.04M +$22.6K +389 +2%
DBIA
1734
Dumont & Blake Investment Advisors
New Jersey
$1.04M +$140K +2,413 +16%
CAGAS
1735
Capital Advisory Group Advisory Services
Minnesota
$1.04M +$41.7K +718 +4%
OPA
1736
Old Port Advisors
Maine
$1.04M +$35.1K +604 +4%
RHP
1737
Royal Harbor Partners
Texas
$1.04M +$115K +1,986 +13%
SAM
1738
Secure Asset Management
Michigan
$1.04M +$127K +2,187 +14%
SBWM
1739
Sunflower Bank Wealth Management
Arizona
$1.03M -$164K -2,825 -14%
OMIC
1740
Old Mission Investment Co
Michigan
$1.03M +$109K +1,880 +12%
AWM
1741
Aevitas Wealth Management
Massachusetts
$1.03M +$13.8K +238 +1%
LAIC
1742
Lederer & Associates Investment Counsel
California
$1.03M +$46.2K +796 +5%
DDC
1743
DF Dent & Co
Maryland
$1.03M -$30.2K -520 -3%
GWS
1744
Glassman Wealth Services
Virginia
$1.02M +$113K +1,952 +13%
BFA
1745
Beaumont Financial Advisors
Massachusetts
$1.02M -$475K -8,183 -32%
CP
1746
Covenant Partners
Tennessee
$1.02M +$46.4K +799 +5%
BBNA
1747
Bremer Bank National Association
Minnesota
$1.02M +$75.3K +1,296 +8%
AWM
1748
Affinity Wealth Management
Delaware
$1.02M – – –
CWM
1749
Connecticut Wealth Management
Connecticut
$1.02M +$565K +9,724 +132%
APW
1750
Aurora Private Wealth
New Jersey
$1.02M +$38.6K +664 +4%
68 69
70
71 72