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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1701
StoneX Group
New York
$215K +$256K +922 New
RWA
1702
RGT Wealth Advisors
Texas
$215K +$257K +925 New
CAG
1703
Csenge Advisory Group
Florida
$214K -$179K -644 -41%
RWP
1704
RWA Wealth Partners
Massachusetts
$214K -$26.7K -96 -9%
GC
1705
Garde Capital
Washington
$214K +$3.05K +11 +1%
RSWM
1706
Robertson Stephens Wealth Management
California
$213K -$361K -1,301 -59%
P
1707
&Partners
Tennessee
$213K – – –
AWM
1708
Accel Wealth Management
Iowa
$212K +$253K +911 New
BWP
1709
Bernardo Wealth Planning
Pennsylvania
$212K +$253K +912 New
BL
1710
BFSG LLC
California
$211K -$2.85M -10,275 -92%
DWM
1711
Destination Wealth Management
California
$211K +$13.6K +49 +6%
IA
1712
IFG Advisory
Georgia
$211K +$19.2K +69 +8%
ANTB
1713
AMG National Trust Bank
Colorado
$211K +$251K +905 New
MCA
1714
Magnolia Capital Advisors
Mississippi
$210K +$251K +904 New
HCM
1715
Hilton Capital Management
New York
$209K – – –
EWM
1716
Evermay Wealth Management
Virginia
$209K +$60.5K +218 +32%
SFWC
1717
Strategic Family Wealth Counselors
New Jersey
$207K -$63K -227 -20%
DJSG
1718
D.J. St. Germain
Massachusetts
$207K -$41.6K -150 -14%
GG
1719
Golden Green
South Carolina
$206K +$246K +885 New
PPP
1720
Private Portfolio Partners
New Jersey
$206K -$45K -162 -15%
BOS
1721
Bank of Stockton
California
$205K -$34.7K -125 -12%
HI
1722
Humankind Investments
New York
$205K +$245K +881 New
MRCM
1723
M&R Capital Management
New Jersey
$203K +$155K +560 +178%
TLP
1724
Trinity Legacy Partners
Texas
$203K +$242K +873 New
HCM
1725
HMS Capital Management
Tennessee
$202K -$1.21M -4,360 -83%
67 68
69
70 71