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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1051
Ashfield Capital Partners
California
$312K – – –
FAFN
1052
First Affirmative Financial Network
Colorado
$311K +$4.06K +20 +1%
CA
1053
Carson Advisory
Georgia
$311K +$7.52K +37 +3%
APP
1054
Avantax Planning Partners
Iowa
$310K -$5.08K -25 -2%
FANJ
1055
Financial Architects (New Jersey)
New Jersey
$310K – – –
BOPW
1056
Brandywine Oak Private Wealth
Pennsylvania
$309K -$9.96K -49 -3%
FCBT
1057
First Citizens Bank & Trust
North Carolina
$309K -$6.71K -33 -2%
PNAA
1058
Pictet North America Advisors
Switzerland
$309K +$8.74K +43 +3%
LA
1059
Legacy Advisors
Pennsylvania
$308K +$291K +1,432 New
CIA
1060
Capital Investment Advisors
Georgia
$305K +$3.05K +15 +1%
HDIM
1061
Hanson & Doremus Investment Management
Vermont
$304K +$61.8K +304 +27%
ECG
1062
Edge Capital Group
Georgia
$303K +$53.4K +263 +23%
PCWA
1063
Pacific Capital Wealth Advisors
California
$302K +$39.4K +194 +16%
HC
1064
Hamilton Capital
Ohio
$301K -$383K -1,885 -57%
9WM
1065
9258 Wealth Management
Ohio
$300K -$43.3K -213 -13%
TA
1066
Tectonic Advisors
Texas
$299K – – –
CL
1067
CPWM LLC
Washington
$298K -$19.7K -97 -7%
EA
1068
Echo45 Advisors
California
$296K -$13K -64 -4%
HI
1069
Harrington Investments
California
$295K -$463K -2,280 -62%
PIM
1070
Perpetual Investment Management
Australia
$295K – – –
BCP
1071
Berkeley Capital Partners
Georgia
$295K +$9.14K +45 +3%
AWE
1072
Avidian Wealth Enterprises
Texas
$295K +$53.2K +262 +23%
MIC
1073
Means Investment Company
Maine
$294K +$406 +2 +0.1%
SW
1074
SlateStone Wealth
Florida
$292K +$278K +1,366 New
LA
1075
Latitude Advisors
Florida
$290K +$275K +1,354 New
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43
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