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Edison International
EIX

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
751
UMB Bank
Missouri
$256K +$22K +327 +10%
LA
752
LVW Advisors
New York
$256K -$49.3K -731 -17%
CAG
753
Crestwood Advisors Group
Massachusetts
$255K +$234K +3,478 New
AFW
754
Avantra Family Wealth
Pennsylvania
$252K -$49.4K -732 -18%
CCM
755
Condor Capital Management
New Jersey
$250K +$231K +3,421 New
BPAMU
756
BTG Pactual Asset Management US
New York
$250K +$231K +3,419 New
WT
757
Whittier Trust
California
$246K +$17.1K +253 +8%
MMA
758
Miracle Mile Advisors
California
$245K +$225K +3,342 New
SIP
759
Snowwater Investment Partners
Connecticut
$244K +$225K +3,339 New
HPM
760
Hoxton Planning & Management
West Virginia
$243K +$224K +3,325 New
FWP
761
Falcon Wealth Planning
California
$237K -$6.47K -96 -3%
FI
762
Finivi Inc
Massachusetts
$237K +$218K +3,238 New
LWL
763
Leo Wealth LLC
Texas
$237K +$218K +3,236 New
WSA
764
Wealth Science Advisors
Georgia
$236K – – –
FHA
765
Flagship Harbor Advisors
Massachusetts
$236K – – –
WA
766
WESPAC Advisors
California
$235K +$217K +3,216 New
BAG
767
Bridgewealth Advisory Group
California
$234K +$215K +3,191 New
PTP
768
Platform Technology Partners
New York
$232K +$214K +3,175 New
IF
769
IRON Financial
Illinois
$232K -$61.4K -911 -22%
MWM
770
MinichMacGregor Wealth Management
New York
$230K +$212K +3,145 New
AAS
771
Annex Advisory Services
Wisconsin
$230K +$212K +3,144 New
VAG
772
VisionPoint Advisory Group
Texas
$227K +$209K +3,104 New
PAW
773
Plan A Wealth
Nebraska
$227K +$209K +3,100 New
SN
774
Sittner & Nelson
Oregon
$222K – – –
RCM
775
RB Capital Management
Nevada
$222K +$204K +3,033 New
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