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Name Holding Trade Value Shares
Change 		Change in
Stake
RFW
3226
Redwood Family Wealth
Texas
$7.7M +$7.61M +28,334 New
HL
3227
HeadInvest LLC
Maine
$7.7M +$1.53M +5,688 +25%
CAM
3228
Chesapeake Asset Management
New York
$7.69M -$201K -747 -3%
BTWM
3229
Baker Tilly Wealth Management
Wisconsin
$7.69M +$627K +2,337 +9%
POIA
3230
Pin Oak Investment Advisors
Texas
$7.69M -$272K -1,015 -4%
WCM
3231
Windsor Capital Management
Arizona
$7.68M -$190K -709 -2%
GDP
3232
Great Diamond Partners
Maine
$7.68M -$150K -559 -2%
USWG
3233
U.S. Wealth Group
New York
$7.68M -$48.9K -182 -0.6%
AWMG
3234
Alliance Wealth Management Group
New Jersey
$7.67M -$188K -702 -2%
4WM
3235
44 Wealth Management
Oregon
$7.67M -$26K -97 -0.3%
CWM
3236
Collaborative Wealth Management
Florida
$7.67M +$1.29M +4,800 +20%
LRWA
3237
Long Run Wealth Advisors
New York
$7.67M -$2.42K -9 -0%
WIM
3238
Wiregrass Investment Management
Georgia
$7.67M +$7.58M +28,218 New
BBPWM
3239
Blue Bell Private Wealth Management
Pennsylvania
$7.66M +$227K +847 +3%
SCP
3240
Stamos Capital Partners
California
$7.66M +$265K +987 +4%
SLC
3241
Second Line Capital
Louisiana
$7.65M +$315K +1,175 +4%
LC
3242
Landaas & Company
Wisconsin
$7.64M -$85.4K -318 -1%
ODFS
3243
O'Donnell Financial Services
California
$7.64M -$24.2K -90 -0.3%
RLWM
3244
RF&L Wealth Management
Massachusetts
$7.62M -$69.8K -260 -0.9%
HC
3245
Hourglass Capital
Texas
$7.61M -$51K -190 -0.7%
FSG
3246
Financial Strategies Group
Michigan
$7.61M +$119K +442 +2%
SAM
3247
Socorro Asset Management
Texas
$7.59M -$840K -3,130 -10%
BWM
3248
BlackDiamond Wealth Management
New York
$7.59M +$1.03M +3,839 +16%
TAM
3249
Townsend Asset Management
North Carolina
$7.57M -$766K -2,854 -9%
CIG
3250
Cascade Investment Group
Colorado
$7.55M -$118K -440 -2%
128 129
130
131 132