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Name Holding Trade Value Shares
Change 		Change in
Stake
PFPG
1001
Pinnacle Financial Partners (Georgia)
Georgia
$200K +$191K +1,791 New
1WA
1002
180 Wealth Advisors
Washington
$200K +$191K +1,790 New
CA
1003
CoreCap Advisors
Michigan
$199K +$132K +1,240 +230%
AT
1004
Arlington Trust
Alabama
$199K – – –
TLA
1005
Tanglewood Legacy Advisors
Texas
$191K – – –
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$191K +$4.05K +38 +2%
SS
1007
SBI Securities
Japan
$187K -$5.66K -53 -3%
LSA
1008
Leonteq Securities AG
Switzerland
$185K -$97K -909 -35%
MIM
1009
MTM Investment Management
South Carolina
$184K – – –
HIA
1010
Harbor Investment Advisory
Maryland
$183K – – –
WSFS
1011
Wilmington Savings Fund Society
Delaware
$178K -$3.31K -31 -2%
RIL
1012
Rothschild Investment LLC
Illinois
$169K +$6.19K +58 +4%
SWP
1013
SIMA Wealth Partners
Virginia
$168K – – –
WETS
1014
Wealth Enhancement Trust Services
South Dakota
$157K -$107 -1 -0.1%
CFO
1015
CVA Family Office
Colorado
$152K +$2.56K +24 +2%
JFGIW
1016
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$32.8K -307 -19%
WTC
1017
WhitTier Trust Company
Nevada
$146K -$60.9K -571 -31%
MWPCG
1018
Measured Wealth Private Client Group
New Hampshire
$146K -$135K -1,265 -49%
BF
1019
BOK Financial
Oklahoma
$146K +$2.35K +22 +2%
TSMHT
1020
Thurston Springer Miller Herd & Titak
Indiana
$146K +$6.08K +57 +5%
OL
1021
OneFund LLC
Florida
$136K -$3.2K -30 -2%
NF
1022
Napier Financial
Massachusetts
$134K -$1.17K -11 -0.9%
SWA
1023
SOA Wealth Advisors
New York
$133K -$6.29K -59 -5%
RWM
1024
Raffa Wealth Management
District of Columbia
$126K +$13.9K +130 +13%
PWPS
1025
Pinnacle Wealth Planning Services
Ohio
$123K -$9.18K -86 -7%
39 40
41
42 43