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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1826
Waldron Private Wealth
Pennsylvania
$808K +$128K +598 +18%
RZH
1827
Relyea Zuckerberg Hanson
Connecticut
$807K +$29K +136 +4%
BIA
1828
Bigelow Investment Advisors
Maine
$806K -$7.69K -36 -0.9%
SSA
1829
Sierra Summit Advisors
Nevada
$805K -$282K -1,320 -25%
TWM
1830
Trueblood Wealth Management
Ohio
$804K +$319K +1,492 +61%
SCM
1831
Sandler Capital Management
New York
$804K +$843K +3,950 New
BFG
1832
Berger Financial Group
Minnesota
$802K -$114K -536 -12%
KA
1833
Klingman & Associates
New York
$802K +$30.5K +143 +4%
SGWP
1834
Sun Group Wealth Partners
California
$799K +$41.6K +195 +5%
PCA
1835
Purkiss Capital Advisors
Connecticut
$799K +$12.6K +59 +2%
JFGIW
1836
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$795K – – –
SCP
1837
Sivia Capital Partners
California
$793K -$390K -1,828 -32%
AF
1838
Apollon Financial
South Carolina
$793K +$274K +1,284 +49%
WA
1839
Wealth Alliance
New York
$790K +$10.2K +48 +1%
TWM
1840
TRB Wealth Management
Texas
$789K +$828K +3,879 New
TCM
1841
Tran Capital Management
California
$788K – – –
CFG
1842
Carr Financial Group
Massachusetts
$788K -$192K -898 -19%
AIP
1843
Almanack Investment Partners
Pennsylvania
$783K -$14.5K -68 -2%
AP
1844
Anchyra Partners
Georgia
$781K +$32K +150 +4%
GWAG
1845
Garrett Wealth Advisory Group
Texas
$780K +$260K +1,220 +47%
ICM
1846
Ionic Capital Management
New York
$779K -$239K -1,118 -23%
FFM
1847
Forum Financial Management
Illinois
$779K -$3.52M -16,470 -81%
QFW
1848
QTR Family Wealth
Florida
$778K -$10.7K -50 -2%
CFO
1849
CVA Family Office
Colorado
$777K +$98.6K +462 +14%
RWA
1850
Rooted Wealth Advisors
Illinois
$777K -$90.1K -422 -13%
72 73
74
75 76