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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
901
Peak Retirement Planning
Ohio
$1.36M +$418K +4,648 +44%
CWP
902
Curated Wealth Partners
California
$1.35M -$171K -1,897 -11%
PPW
903
Parcion Private Wealth
Washington
$1.35M -$314K -3,494 -19%
CGIM
904
Capital Group Investment Management
Singapore
$1.35M +$38.6K +429 +3%
GRP
905
Global Retirement Partners
California
$1.35M +$1.35M +14,997 New
MFG
906
Mosaic Financial Group
Illinois
$1.34M +$540 +6 +0%
AWM
907
Arista Wealth Management
Nevada
$1.34M +$1.34M +14,919 New
LCM
908
Leisure Capital Management
California
$1.34M -$14.9K -166 -1%
HCM
909
Howland Capital Management
Massachusetts
$1.33M -$40.3K -448 -3%
CWM
910
Cornerstone Wealth Management
Missouri
$1.33M -$13.1K -146 -1%
QWM
911
Quadcap Wealth Management
Texas
$1.33M -$39.7K -441 -3%
GSEP
912
Golden State Equity Partners
California
$1.32M +$171K +1,899 +15%
MNBTD
913
Moody National Bank Trust Division
Texas
$1.32M +$7.38K +82 +0.6%
FT
914
Fiduciary Trust
Massachusetts
$1.32M +$42.3K +470 +3%
MBTD
915
Mechanics Bank - Trust Department
California
$1.32M -$26.5K -294 -2%
IPW
916
Impact Partnership Wealth
Georgia
$1.31M +$646K +7,181 +97%
ISL
917
Ingalls & Snyder LLC
New York
$1.31M – – –
DFA
918
Delta Financial Advisors
Louisiana
$1.3M -$51.5K -572 -4%
DT
919
Diversified Trust
Tennessee
$1.3M -$790K -8,780 -38%
TCWA
920
Turtle Creek Wealth Advisors
Texas
$1.3M +$68.7K +764 +6%
PL
921
Polianta Ltd
Jersey
$1.3M +$1.3M +14,500 New
HVIA
922
Hudson Valley Investment Advisors
New York
$1.3M -$114K -1,271 -8%
TFA
923
Transamerica Financial Advisors
Florida
$1.3M -$53K -589 -4%
CCA
924
Checchi Capital Advisers
California
$1.3M -$69.3K -770 -5%
LCM
925
Landscape Capital Management
New Jersey
$1.29M +$1.29M +14,380 New
35 36
37
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