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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1176
Ridgecrest Wealth Partners
California
$185K – – –
CSIC
1177
Clifford Swan Investment Counsel
California
$185K – – –
TDB
1178
Thompson David Blair
$185K +$4.05K +300 +2%
IP
1179
Ignite Planners
California
$184K -$11.9K -881 -6%
VWM
1180
Venturi Wealth Management
Texas
$183K +$178K +13,198 New
CWA
1181
Canvas Wealth Advisors
Kansas
$183K +$9.42K +698 +6%
PWMAG
1182
Pinnacle Wealth Management Advisory Group
New Jersey
$183K +$177K +13,131 New
VCM
1183
Versant Capital Management
Arizona
$182K +$18.8K +1,394 +12%
EAN
1184
Excelsior Advisor Network
Colorado
$182K +$16.9K +1,250 +11%
BIA
1185
Barry Investment Advisors
Massachusetts
$181K +$202 +15 +0.1%
DWM
1186
Destination Wealth Management
California
$179K -$21.9K -1,626 -11%
MAG
1187
MRA Advisory Group
New Jersey
$179K +$174K +12,861 New
GFPC
1188
Global Financial Private Client
Florida
$179K +$3.48K +258 +2%
LFA
1189
Legacy Financial Advisors
Kentucky
$179K -$492K -36,431 -74%
NCM
1190
NCM Capital Management
New Jersey
$178K – – –
TWM
1191
TRB Wealth Management
Texas
$178K – – –
HP
1192
Holistic Planning
Texas
$177K +$1.69K +125 +1%
GWM
1193
Graybill Wealth Management
Illinois
$176K -$1.35K -100 -0.8%
JIC
1194
Joel Isaacson & Co
New York
$175K +$94 +7 +0.1%
OL
1195
Owen LaRue
Kentucky
$175K -$1.7K -126 -1%
HIS
1196
Harvest Investment Services
Illinois
$175K +$170K +12,615 New
EPW
1197
Evolve Private Wealth
California
$175K -$131K -9,680 -43%
TCM
1198
Triumph Capital Management
Colorado
$175K +$3.87K +287 +2%
JSSH
1199
J. Safra Sarasin Holding
$175K +$169K +12,551 New
BW
1200
BIP Wealth
Georgia
$174K +$169K +12,528 New
46 47
48
49 50