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Edison International
EIX

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
551
Carmichael Hill & Associates
Maryland
$9K – – –
VFA
552
Valeo Financial Advisors
Indiana
$9K +$1.18K +17 +13%
RDWM
553
Red Door Wealth Management
Tennessee
$9K +$11.5K +166 New
RBC
554
Roble Belko & Company
Pennsylvania
$8K – – –
SC
555
Steph & Co
Wisconsin
$8K – – –
CFB
556
Cullen/Frost Bankers
Texas
$8K +$69 +1 +0.7%
WTC
557
WhitTier Trust Company
Nevada
$7K -$6.93K -100 -44%
HWM
558
HighMark Wealth Management
Minnesota
$7K -$3.33K -48 -26%
LFG
559
Larson Financial Group
Missouri
$7K +$69 +1 +0.8%
IFAM
560
Institutional & Family Asset Management
Colorado
$7K +$3.33K +48 +61%
VCM
561
Versant Capital Management
Arizona
$7K +$6.58K +95 +257%
TFO
562
Tarbox Family Office
California
$6K -$3.81K -55 -34%
SFSIG
563
San Francisco Sentry Investment Group
California
$6K – – –
EWM
564
EPG Wealth Management
Georgia
$6K +$4.37K +63 +117%
GFPC
565
Global Financial Private Client
Florida
$5.13K – – –
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$832 -12 -11%
PCG
567
Private Capital Group
Connecticut
$5K +$1.04K +15 +21%
EWA
568
Evolution Wealth Advisors
Florida
$5K +$2.43K +35 +57%
LF
569
Lee Financial
Texas
$4K – – –
MWC
570
MBM Wealth Consultants
Missouri
$4K – – –
WQ
571
Wealth Quarterback
New Jersey
$3.27K +$69 +1 +2%
RE
572
RBC Europe
United Kingdom
$3.07K – – –
TF
573
TimeScale Financial
Massachusetts
$3K – – –
SC
574
Stralem & Co
New York
$3K +$3.4K +49 New
ME
575
McIlrath & Eck
Washington
$3K +$3.74K +54 New
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