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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1601
Red Door Wealth Management
Tennessee
$18.8M +$212K +1,165 +1%
CWM
1602
Connecticut Wealth Management
Connecticut
$18.8M -$66.2K -364 -0.3%
PNAA
1603
Pictet North America Advisors
Switzerland
$18.8M +$201K +1,106 +1%
SAF
1604
Smith Anglin Financial
Texas
$18.8M -$60.5K -333 -0.3%
9WM
1605
9258 Wealth Management
Ohio
$18.8M -$559K -3,076 -3%
GS
1606
GTS Securities
Florida
$18.8M -$30.5M -167,894 -61%
SPG
1607
Strategic Planning Group
Utah
$18.8M +$3.25M +17,859 +9%
AM
1608
Atwater Malick
Pennsylvania
$18.8M +$361K +1,987 +2%
FWM
1609
Focused Wealth Management
New York
$18.7M +$514K +2,827 +3%
ADL
1610
Asset Dedication LLC
California
$18.7M +$194K +1,068 +1%
CWM
1611
CMH Wealth Management
New Hampshire
$18.7M -$1.12M -6,147 -5%
CI
1612
Capital International
California
$18.6M +$6.32M +34,744 +47%
MIM
1613
Martin Investment Management
Florida
$18.6M -$175K -964 -0.9%
PWM
1614
Paulson Wealth Management
Illinois
$18.6M +$73.8K +406 +0.4%
EI
1615
Ellevest Inc
New York
$18.5M +$789K +4,338 +4%
MWAM
1616
Manhattan West Asset Management
California
$18.5M +$2.34M +12,855 +13%
DLCIG
1617
D.L. Carlson Investment Group
New Hampshire
$18.5M -$2.47M -13,571 -11%
HCM
1618
Harvey Capital Management
Florida
$18.5M -$3.13M -17,204 -14%
VBFG
1619
Vishria Bird Financial Group
Tennessee
$18.4M +$397K +2,182 +2%
WSC
1620
Wellington Shields & Co
New York
$18.4M +$71.6K +394 +0.4%
AAG
1621
Armstrong Advisory Group
Massachusetts
$18.4M – – –
1WA
1622
180 Wealth Advisors
Washington
$18.4M +$328K +1,803 +2%
TPCW
1623
TD Private Client Wealth
New York
$18.4M -$1.51M -8,307 -7%
CBFP
1624
Cedar Brook Financial Partners
Ohio
$18.4M -$285K -1,570 -1%
AWM
1625
Angeles Wealth Management
California
$18.4M +$1.56M +8,602 +9%
63 64
65
66 67