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Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
1076
First Hawaiian Bank
Hawaii
$155K +$148K +10,903 New
AA
1077
Apriem Advisors
California
$154K -$81.6K -6,000 -36%
AI
1078
Accredited Investors
Minnesota
$154K -$30.2K -2,217 -17%
OAJ
1079
Ogorek Anthony Joseph
New York
$154K – – –
RW
1080
REDW Wealth
New Mexico
$154K +$4.98K +366 +3%
CA
1081
Claro Advisors
Massachusetts
$154K +$10.7K +783 +8%
SW
1082
SteelPeak Wealth
California
$153K -$99K -7,275 -40%
EWM
1083
EPG Wealth Management
Georgia
$153K -$871 -64 -0.6%
RIS
1084
Retirement Income Solutions
Michigan
$153K +$147K +10,818 New
UB
1085
UMB Bank
Missouri
$151K -$9.52K -700 -6%
SVCP
1086
Silicon Valley Capital Partners
California
$151K +$145K +10,640 New
SEP
1087
Southland Equity Partners
Missouri
$151K +$8.39K +617 +6%
FMT
1088
First Mercantile Trust
Tennessee
$150K -$229K -16,864 -61%
PWM
1089
Prentice Wealth Management
New York
$150K -$14 -1 -0%
CL
1090
CPWM LLC
Washington
$149K -$1.67K -123 -1%
WIM
1091
Westside Investment Management
California
$149K -$61.2K -4,500 -13%
AIM
1092
Axiom Investment Management
New York
$148K -$467K -34,300 -77%
4WM
1093
44 Wealth Management
Oregon
$147K – – –
BCA
1094
Bray Capital Advisors
Florida
$147K – – –
WAS
1095
Wealth Advisory Solutions
Indiana
$147K +$141K +10,392 New
BU
1096
BBVA USA
Alabama
$146K -$166K -12,179 -54%
TWM
1097
TriaGen Wealth Management
California
$146K -$15K -1,100 -10%
PFA
1098
Pure Financial Advisors
California
$146K +$140K +10,280 New
NAG
1099
Northstar Advisory Group
New Jersey
$145K +$139K +10,248 New
SPAS
1100
Spectrum Planning & Advisory Services
California
$145K +$139K +10,248 New
42 43
44
45 46