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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
926
Venturi Wealth Management
Texas
$218K -$16.1K -125 -7%
MIS
927
Morningstar Investment Services
Illinois
$218K -$159K -1,237 -42%
BC
928
Brookfield Corp
Ontario, Canada
$218K -$2.56M -19,888 -92%
SFP
929
Shepherd Financial Partners
Massachusetts
$216K +$386 +3 +0.2%
SFO
930
Stokes Family Office
Louisiana
$215K -$5.66K -44 -3%
MWA
931
Meridian Wealth Advisors
Texas
$214K +$257 +2 +0.1%
SIG
932
Spinnaker Investment Group
California
$214K – – –
GIA
933
Gateway Investment Advisers
Ohio
$213K -$9.65K -75 -4%
FCBT
934
First Citizens Bank & Trust
North Carolina
$213K -$6.95K -54 -3%
SWM
935
Silverlake Wealth Management
Vermont
$212K – – –
BG
936
Bahl & Gaynor
Ohio
$212K -$4.89K -38 -2%
WHG
937
Westwood Holdings Group
Texas
$211K -$583K -4,528 -74%
MGIA
938
Moneta Group Investment Advisors
Missouri
$209K +$3.73K +29 +2%
SCM
939
Schnieders Capital Management
California
$209K +$204K +1,585 New
WIA
940
Westbourne Investment Advisors
Maryland
$209K – – –
CAM
941
Carret Asset Management
New York
$209K +$129 +1 +0.1%
TWA
942
TCI Wealth Advisors
Arizona
$208K -$129 -1 -0.1%
ATPW
943
Ashton Thomas Private Wealth
Arizona
$208K +$202K +1,572 New
GD
944
Grandfield & Dodd
New York
$207K – – –
FMTC
945
Farmers & Merchants Trust Company
California
$206K +$200K +1,557 New
BFA
946
Beaumont Financial Advisors
Massachusetts
$203K +$198K +1,536 New
EWA
947
EP Wealth Advisors
California
$202K -$174K -1,352 -11%
TPCW
948
TD Private Client Wealth
New York
$202K +$3.99K +31 +2%
EBA
949
Eagle Bay Advisors
New York
$200K -$30.2K -235 -13%
AA
950
Addison Advisors
Vermont
$199K +$6.3K +49 +3%
36 37
38
39 40