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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1076
NorthRock Partners
Minnesota
$349K +$51K +245 +18%
BCP
1077
Berkeley Capital Partners
Georgia
$347K +$16.2K +78 +5%
RA
1078
RFG Advisory
Alabama
$346K +$343K +1,647 New
CA
1079
Carson Advisory
Georgia
$342K +$4.58K +22 +1%
APWM
1080
Argonautica Private Wealth Management
Massachusetts
$342K +$322K +1,548 New
ST
1081
Smithfield Trust
Pennsylvania
$341K -$6.24K -30 -2%
HBCM
1082
Heron Bay Capital Management
Michigan
$341K – – –
APF
1083
Alaska Permanent Fund
Alaska
$340K +$1.66K +8 +0.5%
TFCP
1084
Twin Focus Capital Partners
Massachusetts
$340K -$1.66K -8 -0.5%
MCM
1085
Manchester Capital Management
Vermont
$338K +$6.03K +29 +2%
MWP
1086
Meredith Wealth Planning
Illinois
$337K +$318K +1,528 New
PCIA
1087
Prime Capital Investment Advisors
Kansas
$336K +$63.2K +304 +25%
VV
1088
Verity & Verity
South Carolina
$335K +$316K +1,519 New
DWM
1089
Dakota Wealth Management
Florida
$334K -$2.71K -13 -0.9%
FANJ
1090
Financial Architects (New Jersey)
New Jersey
$334K -$832 -4 -0.3%
CIA
1091
Capital Investment Advisors
Georgia
$333K +$208 +1 +0.1%
SAM
1092
Steinberg Asset Management
New York
$331K – – –
APP
1093
Avantax Planning Partners
Iowa
$330K -$16.6K -80 -5%
BWM
1094
Baron Wealth Management
Michigan
$325K +$307K +1,474 New
TFA
1095
Teamwork Financial Advisors
Texas
$323K -$670K -3,220 -69%
TIA
1096
Traphagen Investment Advisors
New Jersey
$318K +$7.07K +34 +2%
JF
1097
Jump Financial
Illinois
$318K +$300K +1,440 New
WE
1098
Wealth Effects
Massachusetts
$315K -$37.9K -182 -11%
ACM
1099
Advisors Capital Management
New Jersey
$314K +$90.3K +434 +44%
PCWA
1100
Pacific Capital Wealth Advisors
California
$312K – – –
42 43
44
45 46