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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1126
One Wealth Advisors
California
$29.6M -$503K -3,406 -2%
WIC
1127
Woodmont Investment Counsel
Tennessee
$29.5M -$2.93M -19,850 -10%
C
1128
Certuity
Florida
$29.5M +$246K +1,664 +0.9%
GL
1129
Graypoint LLC
New York
$29.4M -$1.75M -11,857 -6%
FMWA
1130
Forvis Mazars Wealth Advisors
Missouri
$29.4M +$1.07M +7,261 +4%
GWP
1131
Gateway Wealth Partners
Wisconsin
$29.4M +$96.9K +657 +0.4%
KJWM
1132
Kiley Juergens Wealth Management
Washington
$29.3M -$15.2K -103 -0.1%
VWM
1133
Venturi Wealth Management
Texas
$29.3M -$94.7K -642 -0.4%
KWA
1134
KCS Wealth Advisory
California
$29.2M +$193K +1,308 +0.7%
WP
1135
WealthSource Partners
California
$29.2M -$1.81M -12,271 -6%
HAIM
1136
Hunter Associates Investment Management
Pennsylvania
$29.1M -$433K -2,934 -2%
WA
1137
Waverly Advisors
Alabama
$29.1M +$4.68M +31,684 +22%
CAL
1138
Capital Analysts LLC
Pennsylvania
$29.1M -$634K -4,296 -2%
WP
1139
Westmount Partners
California
$29.1M +$783K +5,309 +3%
CAM
1140
Close Asset Management
United Kingdom
$29M -$1.15M -7,826 -4%
TW
1141
TrinityPoint Wealth
Connecticut
$29M -$87.9K -596 -0.3%
WPC
1142
Waters Parkerson & Co
Louisiana
$28.9M +$117K +794 +0.5%
GBT
1143
Grove Bank & Trust
Florida
$28.9M -$2.39M -16,211 -8%
BFG
1144
Berger Financial Group
Minnesota
$28.9M +$540K +3,658 +2%
AF
1145
Alerus Financial
North Dakota
$28.9M -$609K -4,128 -2%
MIP
1146
Marietta Investment Partners
Wisconsin
$28.9M -$354K -2,400 -1%
KFS
1147
Kurt F. Somerville
$28.9M -$284K -1,923 -1%
LCS
1148
Levin Capital Strategies
New York
$28.8M -$42.9K -291 -0.2%
RIA
1149
Realta Investment Advisors
Delaware
$28.8M -$1.07M -7,230 -4%
WPA
1150
Winning Points Advisors
Florida
$28.8M – – –
44 45
46
47 48