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Elastic
ESTC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
401
Brown Brothers Harriman & Co
New York
$2.64K – – –
SWM
402
Spire Wealth Management
Virginia
$2.49K +$245 +3 +10%
RFP
403
Root Financial Partners
California
$2.26K +$979 +12 +67%
SWM
404
SHP Wealth Management
Massachusetts
$2.19K +$2.37K +29 New
HBW
405
Hazlett, Burt & Watson
West Virginia
$2K – – –
PC
406
Pier Capital
Connecticut
$1.89K -$4.08K -50 -67%
SWA
407
SOA Wealth Advisors
New York
$1.89K – – –
PWA
408
Physician Wealth Advisors
Utah
$1.74K – – –
BTI
409
Blue Trust Inc
Georgia
$1.51K – – –
TFA
410
Transamerica Financial Advisors
Florida
$1.43K +$571 +7 +58%
KG
411
Kilter Group
New York
$1.13K – – –
BWL
412
Bogart Wealth LLC
Virginia
$1.06K +$1.14K +14 New
AW
413
Avion Wealth
Texas
$1K +$1.55K +19 New
HI
414
Harbour Investments
Wisconsin
$981 – – –
RF
415
Rossby Financial
Florida
$981 +$1.06K +13 New
TPCW
416
TD Private Client Wealth
New York
$981 +$1.06K +13 New
GSWM
417
Golden State Wealth Management
California
$905 +$979 +12 New
BL
418
BFSG LLC
California
$755 – – –
UB
419
UMB Bank
Missouri
$679 +$734 +9 New
CH
420
Cromwell Holdings
Wyoming
$604 – – –
OC
421
Optima Capital
Oregon
$604 +$653 +8 New
PWPS
422
Pinnacle Wealth Planning Services
Ohio
$604 +$653 +8 New
ZBNA
423
Zions Bancorporation, National Association
Utah
$604 +$653 +8 New
IPS
424
Investors Portfolio Services
Washington
$554 +$571 +7 New
AGWCA
425
Annis Gardner Whiting Capital Advisors
Florida
$529 – – –
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17
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