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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1776
GYL Financial Synergies
Connecticut
$534K +$17.6K +218 +4%
EWA
1777
Encompass Wealth Advisors
Oregon
$534K +$512K +6,326 New
APC
1778
Aspire Private Capital
North Carolina
$533K -$22.3K -275 -4%
RAM
1779
RWC Asset Management
United Kingdom
$533K – – –
WP
1780
WealthPLAN Partners
Nebraska
$532K -$72.9K -901 -13%
CIM
1781
Chapman Investment Management
California
$532K – – –
ERWM
1782
Elk River Wealth Management
Colorado
$531K +$509K +6,292 New
CI
1783
Capital International
California
$529K +$507K +6,267 New
JWA
1784
JFS Wealth Advisors
Pennsylvania
$528K -$51.5K -636 -9%
BS
1785
Bessemer Securities
New York
$528K – – –
BG
1786
Berry Group
Massachusetts
$527K -$324 -4 -0.1%
BA
1787
Ballast Advisors
Minnesota
$526K -$13.8K -171 -3%
AI
1788
Accredited Investors
Minnesota
$526K +$109K +1,341 +27%
DTC
1789
Davidson Trust Company
Washington
$525K -$118K -1,454 -19%
SJIM
1790
St. Johns Investment Management
Florida
$524K -$38.8K -479 -7%
PPWP
1791
Proquility Private Wealth Partners
Nevada
$524K +$502K +6,205 New
NAS
1792
Nicolet Advisory Services
Wisconsin
$523K -$480K -5,924 -49%
CPA
1793
Clear Perspective Advisors
Illinois
$523K -$186K -2,293 -27%
SCM
1794
Sterneck Capital Management
Missouri
$523K -$180K -2,224 -26%
BFA
1795
Beaumont Financial Advisors
Massachusetts
$523K +$4.53K +56 +0.9%
SW
1796
SkyOak Wealth
Michigan
$518K -$131K -1,620 -21%
TF
1797
Tompkins Financial
New York
$516K -$56.4K -697 -10%
CP
1798
Camelot Portfolios
Ohio
$516K -$29.9K -369 -6%
WW
1799
Waterfront Wealth
Kansas
$516K +$495K +6,113 New
RHP
1800
Royal Harbor Partners
Texas
$515K -$40.2K -497 -8%
70 71
72
73 74