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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1776
Whalerock Point Partners
Rhode Island
$928K +$216K +3,850 +29%
IWA
1777
Intercontinental Wealth Advisors
Texas
$924K -$178K -3,177 -16%
RBFC
1778
Roman Butler Fullerton & Co
Missouri
$924K -$56.1K -1,000 -6%
BCM
1779
BTR Capital Management
California
$921K -$68.5K -1,220 -7%
CS
1780
Cannell & Spears
New York
$920K – – –
WFA
1781
Wade Financial Advisory
California
$918K -$13.1K -233 -1%
TW
1782
TrinityPoint Wealth
Connecticut
$918K +$181K +3,231 +24%
SCM
1783
Spreng Capital Management
Ohio
$917K -$13.1K -233 -1%
TCPWM
1784
Traverso Chambers Private Wealth Management
California
$917K -$12.2K -218 -1%
CPIG
1785
Chicago Partners Investment Group
Illinois
$914K -$67.2K -1,197 -7%
DA
1786
Doliver Advisors
Texas
$911K +$66.4K +1,183 +8%
SMC
1787
Smith, Moore & Co
Missouri
$910K +$16.2K +288 +2%
PFG
1788
PAX Financial Group
Texas
$904K -$9.65K -172 -1%
SGK
1789
Steigerwald Gordon & Koch
Virginia
$903K +$3.42K +61 +0.4%
CAM
1790
Covenant Asset Management
New Jersey
$903K +$4.88K +87 +0.5%
HWMA
1791
Heritage Wealth Management (Arizona)
Arizona
$903K +$121K +2,161 +15%
EWM
1792
EPG Wealth Management
Georgia
$901K +$85.6K +1,526 +10%
AWMT
1793
AAFMAA Wealth Management & Trust
North Carolina
$900K – – –
WI
1794
WrapManager Inc
California
$899K -$217K -3,872 -19%
SIAP
1795
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$898K +$337 +6 +0%
BCAM
1796
Boston Common Asset Management
Massachusetts
$896K +$9.2K +164 +1%
VCM
1797
Virtue Capital Management
Tennessee
$895K +$177K +3,162 +24%
MIH
1798
Meitav Investment House
Israel
$894K -$447K -7,958 -33%
PA
1799
PSI Advisors
Florida
$894K -$90.9K -1,620 -9%
KPW
1800
Kore Private Wealth
New York
$892K -$428K -7,628 -32%
70 71
72
73 74