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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1226
Miller Wealth Advisors
Colorado
$45.6M -$505K -1,765 -1%
PPWP
1227
Premier Path Wealth Partners
New Jersey
$45.4M +$1.07M +3,736 +2%
WMA
1228
Wealth Management Associates
New Jersey
$45.4M +$27.6M +96,459 +160%
CCA
1229
Checchi Capital Advisers
California
$45.3M -$381K -1,331 -0.8%
G
1230
GenTrust
Florida
$45.3M -$6.64M -23,217 -13%
NG
1231
NatWest Group
United Kingdom
$45.3M +$5.1M +17,829 +13%
FAM
1232
Formidable Asset Management
Ohio
$45.2M -$632K -2,210 -1%
TFA
1233
Teamwork Financial Advisors
Texas
$45.1M +$852K +2,978 +2%
FWP
1234
FAS Wealth Partners
Kansas
$45.1M +$612K +2,141 +1%
TAMH
1235
Taikang Asset Management (HK)
Hong Kong
$45.1M – – –
CPW
1236
Cove Private Wealth
New York
$45M +$5.98M +20,923 +16%
RDWM
1237
Red Door Wealth Management
Tennessee
$44.9M -$1.54M -5,385 -3%
OC
1238
Oakworth Capital
Alabama
$44.8M -$276K -966 -0.6%
LSPW
1239
Lake Street Private Wealth
Illinois
$44.8M -$971K -3,396 -2%
GIM
1240
Goelzer Investment Management
Indiana
$44.8M -$2.07M -7,254 -4%
SWP
1241
Strategic Wealth Partners
Ohio
$44.7M +$1.6M +5,603 +4%
SN
1242
Sittner & Nelson
Oregon
$44.6M -$53.8K -188 -0.1%
BWM
1243
Buckley Wealth Management
Nevada
$44.5M -$423K -1,478 -1%
RA
1244
Riversedge Advisors
Delaware
$44.5M +$17.5M +61,236 +66%
FNFDCM
1245
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$44.5M -$277K -967 -0.6%
WAG
1246
Winthrop Advisory Group
Massachusetts
$44.4M -$179K -625 -0.4%
BMC
1247
Benin Management Corp
Connecticut
$44.4M -$84.7K -296 -0.2%
WA
1248
Wealth Architects
California
$44.3M -$271K -948 -0.6%
GBWM
1249
Granite Bay Wealth Management
New Hampshire
$44.3M +$32.2M +112,688 +279%
SWM
1250
Segment Wealth Management
Texas
$44.2M +$321K +1,122 +0.7%
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