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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1251
Paradigm Asset Management
New York
$228K -$66.9K -1,000 -25%
RSA
1252
River Street Advisors
Illinois
$226K +$198K +2,963 New
AWM
1253
Axxcess Wealth Management
California
$226K +$198K +2,960 New
FCP
1254
Fidelis Capital Partners
Florida
$225K +$188K +2,809 New
AAS
1255
Annex Advisory Services
Wisconsin
$224K -$146K -2,186 -43%
PWMG
1256
Provence Wealth Management Group
California
$224K +$196K +2,936 New
AWE
1257
Avidian Wealth Enterprises
Texas
$224K +$196K +2,935 New
PCA
1258
Prosperity Capital Advisors
Ohio
$224K +$196K +2,932 New
3IP
1259
3Chopt Investment Partners
Virginia
$223K +$77.9K +1,165 +66%
SXL
1260
Summit X LLC
Missouri
$223K +$195K +2,917 New
4WM
1261
4J Wealth Management
Virginia
$223K +$195K +2,917 New
IGGA
1262
Iron Gate Global Advisors
Utah
$221K +$193K +2,891 New
SWA
1263
SFMG Wealth Advisors
Texas
$220K +$193K +2,889 New
LK
1264
Lumbard & Kellner
New Hampshire
$219K +$185K +2,769 New
WE
1265
Wealth Effects
Massachusetts
$218K +$191K +2,861 New
JLBC
1266
J.L. Bainbridge & Co
Florida
$218K +$191K +2,859 New
BRM
1267
Boston Research & Management
Massachusetts
$218K +$192K +2,869 New
GIP
1268
Greatmark Investment Partners
Georgia
$217K +$191K +2,849 New
CCG
1269
Coastwise Capital Group
California
$217K -$252K -3,768 -57%
WA
1270
Wealth Architects
California
$217K +$190K +2,842 New
AFT
1271
Alpha Family Trust
California
$217K +$190K +2,838 New
LNWTC
1272
Laird Norton Wetherby Trust Company
Washington
$216K +$189K +2,827 New
BCMO
1273
Buckingham Capital Management (Ohio)
Ohio
$215K +$189K +2,824 New
AC
1274
Abbrea Capital
California
$215K +$189K +2,818 New
AAG
1275
Armstrong Advisory Group
Massachusetts
$215K -$53K -792 -22%
49 50
51
52 53