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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1576
RKL Wealth Management
Pennsylvania
$18.6M -$415K -2,262 -2%
SC
1577
Slow Capital
California
$18.6M -$487K -2,654 -2%
VBFG
1578
Vishria Bird Financial Group
Tennessee
$18.6M -$107K -584 -0.5%
FCA
1579
FinTrust Capital Advisors
South Carolina
$18.5M -$488K -2,660 -2%
CFSG
1580
Community Financial Services Group
Vermont
$18.5M +$19.8M +108,211 New
LJAC
1581
L.J. Altfest & Co
New York
$18.5M +$1.69M +9,214 +9%
BOPW
1582
Brandywine Oak Private Wealth
Pennsylvania
$18.4M -$165K -899 -0.8%
CBFP
1583
Cedar Brook Financial Partners
Ohio
$18.4M -$213K -1,163 -1%
AM
1584
Atwater Malick
Pennsylvania
$18.4M -$224K -1,219 -1%
FWI
1585
Facet Wealth Inc
Maryland
$18.4M +$230K +1,255 +1%
FI
1586
Financial Insights
Washington
$18.3M +$2.65M +14,463 +16%
HIP
1587
Harrell Investment Partners
Texas
$18.3M -$2.07M -11,276 -10%
RDWM
1588
Red Door Wealth Management
Tennessee
$18.3M -$1.55M -8,460 -7%
LOAMU
1589
Lombard Odier Asset Management (USA)
New York
$18.2M +$16.1M +87,578 +461%
SMA
1590
Sage Mountain Advisors
Georgia
$18.2M -$333K -1,815 -2%
RCA
1591
Riverview Capital Advisers
Massachusetts
$18.2M +$5.32K +29 +0%
RCW
1592
Rheos Capital Works
Japan
$18.2M -$11.9M -65,000 -38%
SDJVC
1593
St. Denis J. Villere & Co
Louisiana
$18.2M -$410K -2,235 -2%
1WA
1594
180 Wealth Advisors
Washington
$18.2M +$292K +1,594 +2%
OCM
1595
Oribel Capital Management
New York
$18.1M -$5.04M -27,500 -21%
CGA
1596
Crescent Grove Advisors
Illinois
$18.1M -$95.4K -520 -0.5%
ADL
1597
Asset Dedication LLC
California
$18.1M +$80.5K +439 +0.4%
CCM
1598
CloudAlpha Capital Management
Hong Kong
$18.1M +$18.1M +98,925 +1,413%
CPA
1599
Capital Planning Advisors
California
$18.1M -$90.6K -494 -0.5%
NIG
1600
NFJ Investment Group
Texas
$18.1M -$14.1M -77,033 -42%
62 63
64
65 66