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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2376
Syntegra Private Wealth Group
Missouri
$549K -$4.5K -66 -0.8%
CFP
2377
Cascade Financial Partners
California
$549K +$14.7K +215 +3%
CPA
2378
Capital Performance Advisors
California
$548K +$60.9K +894 +13%
FPL
2379
Fortress Private Ledger
North Carolina
$548K +$65.6K +963 +14%
RWM
2380
RBA Wealth Management
California
$547K -$40.6K -595 -7%
DA
2381
Drake & Associates
Wisconsin
$546K -$117K -1,722 -19%
KF
2382
KKM Financial
Illinois
$545K +$9.88K +145 +2%
WHCI
2383
W.H. Cornerstone Investments
Massachusetts
$545K -$5.25K -77 -1%
SWM
2384
Segment Wealth Management
Texas
$544K – – –
CWA
2385
Canvas Wealth Advisors
Kansas
$544K -$20.9K -306 -4%
FPCP
2386
Fort Point Capital Partners
California
$544K -$157K -2,296 -22%
CCAM
2387
Cascades Capital Asset Management
North Carolina
$544K +$8.45K +124 +2%
SIC
2388
SJS Investment Consulting
Ohio
$543K +$299K +4,386 +124%
TCOTS
2389
Trust Company of the South
North Carolina
$542K +$42.7K +627 +9%
NO
2390
Ninety One
South Africa
$542K +$538K +7,888 New
BWA
2391
Blodgett Wealth Advisors
California
$541K +$204 +3 +0%
EW
2392
Element Wealth
Mississippi
$539K +$273 +4 +0.1%
ST
2393
Sageworth Trust
Pennsylvania
$539K +$537K +7,871 New
RPWA
2394
Regent Peak Wealth Advisors
Georgia
$538K +$536K +7,866 New
RB
2395
Renasant Bank
Mississippi
$536K -$12.3K -180 -2%
COCM
2396
Charter Oak Capital Management
New Hampshire
$536K -$682 -10 -0.1%
FNC
2397
First National Corp
Massachusetts
$535K +$42.6K +625 +9%
RWM
2398
Revisor Wealth Management
Ohio
$535K -$115K -1,692 -18%
HTIM
2399
Harbour Trust & Investment Management
Indiana
$534K +$140K +2,050 +36%
CTC
2400
Corundum Trust Company
South Dakota
$533K -$1.29K -19 -0.2%
94 95
96
97 98