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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2351
Icon Wealth Partners
Texas
$710K -$97.2K -677 -15%
CC
2352
Capital Counsel
New York
$710K +$258K +1,800 +85%
KA
2353
Kercheville Advisors
Texas
$709K +$565K +3,933 New
WCM
2354
WealthBridge Capital Management
Ohio
$708K +$70.8K +493 +14%
RWB
2355
RMR Wealth Builders
New Jersey
$707K -$1.35M -9,409 -71%
OBWG
2356
Onyx Bridge Wealth Group
New York
$706K +$559K +3,897 New
BWCS
2357
Beirne Wealth Consulting Services
Connecticut
$704K -$64.3K -448 -10%
WA
2358
Waverly Advisors
Alabama
$704K – – –
SPWG
2359
Sage Private Wealth Group
Illinois
$704K +$557K +3,884 New
VRM
2360
Vectors Research Management
New York
$703K +$183K +1,273 +49%
CWC
2361
Carolinas Wealth Consulting
North Carolina
$703K +$215K +1,495 +63%
SFSIG
2362
San Francisco Sentry Investment Group
California
$701K -$11.5K -80 -2%
P
2363
&Partners
Tennessee
$699K +$84K +585 +18%
PAM
2364
Palisade Asset Management
Minnesota
$697K +$96.9K +675 +21%
PPWM
2365
PFG Private Wealth Management
Florida
$696K -$8.47K -59 -2%
TC
2366
Truvestments Capital
Florida
$692K +$12.6K +88 +2%
SFA
2367
Source Financial Advisors
New York
$692K +$548K +3,821 New
RMC
2368
Regis Management Company
California
$691K -$7.18K -50 -1%
ACA
2369
Affinity Capital Advisors
California
$689K -$54.5K -380 -9%
CF
2370
Copperwynd Financial
Arizona
$689K -$20.1K -140 -4%
IDBONY
2371
Israel Discount Bank of New York
New York
$688K -$504K -3,510 -48%
PIA
2372
Pinion Investment Advisors
Kansas
$687K -$16.5K -115 -3%
CWM
2373
Chesapeake Wealth Management
Virginia
$684K -$11.9K -83 -2%
BC
2374
Burleson & Co
California
$683K +$861 +6 +0.2%
WMA
2375
Wealth Management Associates
New Jersey
$683K -$6.75K -47 -1%
93 94
95
96 97