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Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1576
Colonial River Investments
Virginia
$321K -$26.3K -161 -9%
PP
1577
Patron Partners
Texas
$321K +$276K +1,687 New
MAWA
1578
Moss Adams Wealth Advisors
Washington
$321K +$276K +1,686 New
CWP
1579
Capital Wealth Planning
Florida
$321K +$3.93K +24 +1%
VWM
1580
Vigilare Wealth Management
Arizona
$320K -$58.6K -358 -18%
OCM
1581
Orser Capital Management
Texas
$320K -$128K -780 -32%
BBWP
1582
Beacon Bridge Wealth Partners
Pennsylvania
$320K +$275K +1,680 New
IGGA
1583
Iron Gate Global Advisors
Utah
$320K -$37.9K -232 -12%
BEW
1584
Burton Enright Welch
California
$320K -$12.3K -75 -4%
GCA
1585
Gradient Capital Advisors
California
$319K – – –
JPLA
1586
Joseph P. Lucia & Associates
New York
$319K +$274K +1,673 New
ML
1587
McAdam LLC
Pennsylvania
$318K +$259K +1,581 New
YWP
1588
YorkBridge Wealth Partners
New York
$317K – – –
BWM
1589
Benchmark Wealth Management
Connecticut
$317K – – –
DWP
1590
Daymark Wealth Partners
Ohio
$317K +$272K +1,663 New
BA
1591
Birinyi Associates
Connecticut
$314K -$40.9K -250 -13%
BAM
1592
Blueshift Asset Management
New Jersey
$314K +$270K +1,648 New
TA
1593
TrueWealth Advisors
Alabama
$314K +$270K +1,648 New
HW
1594
Hamilton Wealth
California
$313K +$268K +1,641 New
ERIC
1595
Eagle Rock Investment Company
Georgia
$312K +$245K +1,500 New
PCTC
1596
Perkins Coie Trust Company
Washington
$312K – – –
GL
1597
Graypoint LLC
New York
$312K +$268K +1,636 New
PFG
1598
Pinnacle Financial Group
Illinois
$311K +$267K +1,635 New
EWA
1599
EverSource Wealth Advisors
Alabama
$311K +$168K +1,027 +169%
LCM
1600
LCM Capital Management
Illinois
$310K -$13.1K -80 -5%
62 63
64
65 66