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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1101
Waddell & Associates
Tennessee
$171K -$9.81K -745 -5%
WIM
1102
Westside Investment Management
California
$171K -$41.9K -3,178 -18%
CBA
1103
Coastal Bridge Advisors
Connecticut
$170K -$2.61K -198 -1%
CFA
1104
Cahill Financial Advisors
Minnesota
$170K -$4.35K -330 -2%
AW
1105
Alteri Wealth
California
$170K +$237 +18 +0.1%
UWP
1106
Uniting Wealth Partners
Kansas
$170K -$2.92K -222 -1%
BAG
1107
Bridgewealth Advisory Group
California
$169K +$803 +61 +0.4%
KCFA
1108
Key Client Fiduciary Advisors
New Jersey
$169K -$15.3K -1,163 -7%
MAWA
1109
Moss Adams Wealth Advisors
Washington
$169K +$4.17K +317 +2%
DCM
1110
DGS Capital Management
New Jersey
$168K -$17.1K -1,297 -8%
JWM
1111
JGP Wealth Management
Oregon
$168K -$40.4K -3,070 -17%
TWA
1112
Tulsa Wealth Advisors
Oklahoma
$168K -$147K -11,174 -43%
DWM
1113
Destination Wealth Management
California
$168K -$3.82K -290 -2%
CFS
1114
Commonwealth Financial Services
West Virginia
$167K +$46.2K +3,505 +32%
CFP
1115
Catalyst Financial Partners
Massachusetts
$167K -$698 -53 -0.4%
CFO
1116
Cambient Family Office
Michigan
$166K +$26.5K +2,013 +16%
HWM
1117
Hohimer Wealth Management
Washington
$166K – – –
RIG
1118
RiverFront Investment Group
Virginia
$166K -$116K -8,827 -38%
LT
1119
Legacy Trust
Michigan
$166K -$2.63K -200 -1%
EW
1120
Evoke Wealth
California
$165K -$32.1K -2,436 -15%
NSG
1121
Nalls Sherbakoff Group
Tennessee
$165K +$514 +39 +0.3%
CCA
1122
Corps Capital Advisors
Texas
$165K – – –
FB
1123
First Bancorp
Maine
$164K – – –
PGWM
1124
Pitti Group Wealth Management
New York
$164K +$303 +23 +0.2%
GC
1125
Guidance Capital
Kentucky
$164K +$250 +19 +0.1%
43 44
45
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