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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2176
Wescott Financial Advisory Group
Pennsylvania
$15.6M +$1.09M +4,819 +9%
UAM
2177
UAS Asset Management
New York
$15.6M -$33.4K -148 -0.2%
BO
2178
Bank OZK
Arkansas
$15.6M +$110K +486 +0.8%
LFP
2179
Leeward Financial Partners
Washington
$15.6M +$195K +863 +1%
WIS
2180
Wright Investors Service
Connecticut
$15.5M -$1.07M -4,750 -7%
SCA
2181
Sandy Cove Advisors
Massachusetts
$15.5M +$95.1K +421 +0.7%
TWM
2182
TCFG Wealth Management
California
$15.5M -$406K -1,796 -3%
AFT
2183
Alpha Family Trust
California
$15.5M +$727K +3,220 +6%
WCWM
2184
Willow Creek Wealth Management
California
$15.5M +$6.55K +29 +0%
OBWP
2185
O'Brien Wealth Partners
Massachusetts
$15.5M -$6.78K -30 -0%
MVA
2186
Mount Vernon Associates
Maryland
$15.5M -$196K -868 -1%
4WM
2187
49 Wealth Management
Texas
$15.4M +$9.16M +40,543 +16%
ITIM
2188
Indiana Trust & Investment Management
Indiana
$15.4M +$435K +1,926 +3%
SC
2189
Soundwatch Capital
Connecticut
$15.4M -$368K -1,631 -3%
WCFA
2190
Walkner Condon Financial Advisors
Wisconsin
$15.4M +$271K +1,199 +2%
PA
2191
Planning Alternatives
Michigan
$15.4M +$1.44M +6,353 +12%
NB
2192
Northwest Bancshares
Pennsylvania
$15.3M -$77.5K -343 -0.6%
PWM
2193
Palumbo Wealth Management
New York
$15.3M +$1.86M +8,229 +14%
DIM
2194
Delta Investment Management
California
$15.3M +$38K +168 +0.3%
QCIG
2195
Quad-Cities Investment Group
Iowa
$15.3M -$366K -1,621 -3%
FGA
2196
Fortis Group Advisors
New Jersey
$15.3M +$448K +1,985 +4%
A
2197
Argentarii
Ohio
$15.3M -$61.2K -271 -0.4%
KWM
2198
Koa Wealth Management
California
$15.3M -$382K -1,691 -3%
MA
2199
MSA Advisors
California
$15.3M -$10.2M -44,966 -43%
AWMS
2200
Advocacy Wealth Management Services
Georgia
$15.3M +$13.3M +58,924 +5,970%
86 87
88
89 90