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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1676
Claro Advisors
Massachusetts
$28.3M +$73.8K +258 +0.3%
SWGC
1677
Summit Wealth Group (Colorado)
Colorado
$28.3M -$156K -546 -0.6%
JWA
1678
JFS Wealth Advisors
Pennsylvania
$28.3M -$445K -1,554 -2%
HCM
1679
Harvey Capital Management
Florida
$28.3M -$104K -363 -0.4%
CHC
1680
City Holding Co
West Virginia
$28.2M -$468K -1,635 -2%
ERWM
1681
Elk River Wealth Management
Colorado
$28.2M -$1.71M -5,990 -6%
BFW
1682
Brady Family Wealth
Missouri
$28.2M -$1.01M -3,518 -3%
SI
1683
Sava Infond
Slovenia
$28.1M +$7.47M +26,105 +37%
AWM
1684
Aprio Wealth Management
Georgia
$28.1M -$92.7K -324 -0.3%
TPWA
1685
TRUE Private Wealth Advisors
Oregon
$28M -$781K -2,732 -3%
ASA
1686
Axxion S.A.
Luxembourg
$28M +$31.5M +110,232 New
SAM
1687
Sompo Asset Management
Japan
$27.9M +$2.53M +8,829 +10%
1WA
1688
180 Wealth Advisors
Washington
$27.9M -$925K -3,234 -3%
FC
1689
Fulcrum Capital
Washington
$27.8M -$1M -3,503 -4%
LT
1690
Legacy Trust
Michigan
$27.7M -$8.48M -29,643 -24%
SIS
1691
Sound Income Strategies
Florida
$27.7M +$750K +2,623 +3%
GD
1692
Grandfield & Dodd
New York
$27.6M -$46.1K -161 -0.2%
PWM
1693
Paulson Wealth Management
Illinois
$27.6M +$44.3K +155 +0.2%
SGA
1694
Strategic Global Advisors
California
$27.6M +$1.26M +4,397 +5%
TM
1695
TigerOak Management
New Mexico
$27.5M -$373K -1,304 -1%
CQWA
1696
Chokshi & Queen Wealth Advisors
California
$27.5M +$558K +1,951 +2%
JWM
1697
Jeppson Wealth Management
California
$27.5M -$389K -1,360 -1%
AIMA
1698
Ables Iannone Moore & Associates
Georgia
$27.4M +$473K +1,655 +2%
CA
1699
CV Advisors
Florida
$27.4M +$3.18M +11,118 +13%
MWM
1700
Manske Wealth Management
Texas
$27.4M -$447K -1,562 -2%
66 67
68
69 70