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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1851
Mosaic Family Wealth
Missouri
$467K +$24.9K +307 +6%
BA
1852
Birinyi Associates
Connecticut
$466K -$432K -5,338 -49%
BDWM
1853
Brewin Dolphin Wealth Management
Ireland
$465K -$22.3K -276 -5%
PAMP
1854
Polar Asset Management Partners
Ontario, Canada
$465K +$446K +5,503 New
WMA
1855
Wealth Management Associates
New Jersey
$463K -$12.6K -156 -3%
JIP
1856
Jaffetilchin Investment Partners
Florida
$461K -$8.26K -102 -2%
HFA
1857
HC Financial Advisors
California
$460K +$11.6K +143 +3%
GWAM
1858
Guardian Wealth Advisors (Minnesota)
Minnesota
$459K +$440K +5,433 New
IHL
1859
Investment House LLC
California
$458K -$20.2K -250 -4%
MPW
1860
Monterey Private Wealth
California
$457K +$1.29K +16 +0.3%
RCG
1861
Rock Creek Group
District of Columbia
$456K -$80.1K -989 -15%
PWM
1862
PBMares Wealth Management
Virginia
$454K +$8.18K +101 +2%
AFS
1863
Axiom Financial Strategies
Indiana
$453K – – –
CRI
1864
Colonial River Investments
Virginia
$453K +$404K +4,985 New
CWP
1865
Curated Wealth Partners
California
$452K +$433K +5,349 New
MCM
1866
Manchester Capital Management
Vermont
$451K +$38.7K +478 +10%
CIM
1867
Cambria Investment Management
California
$450K -$23.3K -288 -5%
WC
1868
Westhampton Capital
North Carolina
$449K -$98.5K -1,216 -19%
GC
1869
Gruss & Co
Florida
$448K +$429K +5,300 New
PIMJS
1870
PKO Investment Management Joint-Stock
Poland
$448K +$429K +5,300 New
RWB
1871
RMR Wealth Builders
New Jersey
$447K -$229K -2,830 -35%
EI
1872
Ellevest Inc
New York
$447K -$109K -1,343 -20%
RSWM
1873
Robertson Stephens Wealth Management
California
$447K +$150K +1,854 +54%
JFA
1874
JNBA Financial Advisors
Minnesota
$446K -$13.2K -163 -3%
TCBWMS
1875
Texas Capital Bank Wealth Management Services
Texas
$443K -$1.34M -16,609 -76%
73 74
75
76 77