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Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
1726
Tennessee Valley Asset Management Partners
Tennessee
$293K +$30.9K +175 +11%
WF
1727
Wayfinding Financial
Washington
$292K +$8.48K +48 +3%
PWM
1728
Prentice Wealth Management
New York
$292K +$313K +1,770 New
PB
1729
Pinnacle Bancorp
Nebraska
$291K – – –
PWMAG
1730
Pinnacle Wealth Management Advisory Group
New Jersey
$290K -$190K -1,074 -38%
DWA
1731
Dougherty Wealth Advisers
Minnesota
$290K – – –
PCFFS
1732
Pacific Center for Financial Services
California
$290K +$1.77K +10 +0.6%
LGA
1733
Lebenthal Global Advisors
New York
$290K +$61K +345 +24%
CWP
1734
Curated Wealth Partners
California
$287K +$20.7K +117 +7%
PFGIA
1735
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$85.9K -486 -22%
GCP
1736
Gill Capital Partners
Colorado
$286K – – –
AWE
1737
Avidian Wealth Enterprises
Texas
$285K -$32.7K -185 -10%
CA
1738
Calton & Associates
Florida
$284K -$50K -283 -14%
TWA
1739
TCI Wealth Advisors
Arizona
$284K +$26.5K +150 +10%
MWM
1740
Modera Wealth Management
New Jersey
$283K -$14.5K -82 -5%
APW
1741
Austin Private Wealth
Texas
$283K -$2.47K -14 -0.8%
CPA
1742
Capital Performance Advisors
California
$281K +$13.6K +77 +5%
TF
1743
Tompkins Financial
New York
$281K +$51.6K +292 +21%
NFG
1744
Norris Financial Group
South Carolina
$279K -$887K -5,021 -75%
CFO
1745
CVA Family Office
Colorado
$279K -$79.2K -448 -21%
CPWA
1746
Cerro Pacific Wealth Advisors
California
$279K -$1.77K -10 -0.6%
AWM
1747
Aevitas Wealth Management
Massachusetts
$277K – – –
LAM
1748
L2 Asset Management
Massachusetts
$277K +$10.4K +59 +4%
AA
1749
Apriem Advisors
California
$277K +$40.6K +230 +16%
HS
1750
HighVista Strategies
Massachusetts
$277K +$296K +1,676 New
68 69
70
71 72