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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1626
Presilium Private Wealth
Pennsylvania
$811K -$76.8K -281 -9%
RZH
1627
Relyea Zuckerberg Hanson
Connecticut
$808K -$42.6K -156 -5%
TSWM
1628
Triangle Securities Wealth Management
North Carolina
$803K +$77.4K +283 +12%
GSF
1629
Grove Street Fiduciary
New Hampshire
$802K – – –
DA
1630
Dover Advisors
Virginia
$802K +$1.64K +6 +0.2%
CGA
1631
Crescent Grove Advisors
Illinois
$800K +$13.4K +49 +2%
GFPC
1632
Global Financial Private Client
Florida
$800K +$34.2K +125 +5%
CW
1633
Channel Wealth
California
$799K +$273 +1 +0%
BCB
1634
Brian C. Broderick
$795K +$3.28K +12 +0.5%
LFA
1635
Lauterbach Financial Advisors
Texas
$795K +$273 +1 +0%
AWM
1636
Aberdeen Wealth Management
Illinois
$794K – – –
RFA
1637
Register Financial Advisors
Georgia
$794K – – –
SSC
1638
Syverson Strege & Co
Iowa
$789K -$104K -379 -13%
SPW
1639
Sonoma Private Wealth
California
$788K +$121K +441 +20%
LCM
1640
Lazari Capital Management
California
$786K -$1.09K -4 -0.2%
GWM
1641
Greenwich Wealth Management
Connecticut
$779K +$32.8K +120 +5%
PIFP
1642
Partners in Financial Planning
Virginia
$777K +$7.65K +28 +1%
GCP
1643
GSA Capital Partners
United Kingdom
$777K +$146K +535 +26%
RIP
1644
Reliant Investment Partners
North Carolina
$776K +$7.38K +27 +1%
AF
1645
AGP Franklin
Tennessee
$774K +$820 +3 +0.1%
AWA
1646
Alta Wealth Advisors
Massachusetts
$774K +$703K +2,573 New
DJYG
1647
David J. Yvars Group
Florida
$774K +$314K +1,150 +81%
BPWM
1648
BCS Private Wealth Management
New Jersey
$774K -$49.2K -180 -7%
SA
1649
Strategic Advisors
New York
$773K -$1.91K -7 -0.3%
WP
1650
Westmount Partners
California
$773K -$212K -774 -23%
64 65
66
67 68