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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1801
Tiedemann Advisors
New York
$1.66M -$240K -1,348 -12%
BG
1802
Benedetti & Gucer
Georgia
$1.66M -$43.7K -245 -2%
MPW
1803
Monterey Private Wealth
California
$1.66M +$13.7K +77 +0.8%
EN1L
1804
Engine No 1 LLC
California
$1.66M +$713K +3,999 +69%
BFG
1805
Beacon Financial Group
Texas
$1.64M +$74.7K +419 +5%
LWM
1806
Liberty Wealth Management
California
$1.64M +$289K +1,623 +20%
BWM
1807
BNC Wealth Management
Oregon
$1.64M +$66.1K +371 +4%
FFN
1808
Focus Financial Network
Minnesota
$1.64M +$9.09K +51 +0.5%
HIC
1809
Holderness Investments Company
North Carolina
$1.64M +$713 +4 +0%
VHAM
1810
Van Hulzen Asset Management
California
$1.63M +$15.9K +89 +0.9%
JPLA
1811
Joseph P. Lucia & Associates
New York
$1.63M +$2.5K +14 +0.1%
GFPC
1812
Global Financial Private Client
Florida
$1.62M +$141K +793 +9%
SWA
1813
SFMG Wealth Advisors
Texas
$1.61M -$16K -90 -0.9%
MFA
1814
Mayflower Financial Advisors
Massachusetts
$1.61M +$45.6K +256 +3%
MCWS
1815
McKinley Carter Wealth Services
West Virginia
$1.61M +$25.5K +143 +2%
MSS
1816
Mitchell Sinkler & Starr
Pennsylvania
$1.6M -$4.99K -28 -0.3%
SAA
1817
Southeast Asset Advisors
Georgia
$1.6M +$2.5K +14 +0.1%
FANJ
1818
Financial Architects (New Jersey)
New Jersey
$1.6M -$87.9K -493 -5%
UBG
1819
United Bank (Georgia)
Georgia
$1.6M +$38.3K +215 +2%
OPTFSNA
1820
Old Point Trust & Financial Services N A
Virginia
$1.6M -$47.6K -267 -3%
EWM
1821
Executive Wealth Management
Michigan
$1.59M +$21K +118 +1%
VCM
1822
Virtue Capital Management
Tennessee
$1.59M -$18K -101 -1%
TLCM
1823
Twin Lakes Capital Management
California
$1.59M +$125K +703 +8%
RA
1824
RFG Advisory
Alabama
$1.59M +$35.3K +198 +2%
WA
1825
Wealth Alliance
New York
$1.58M +$26.9K +151 +2%
71 72
73
74 75