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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1776
Register Financial Advisors
Georgia
$754K +$6.29K +20 +0.8%
SWM
1777
Sculati Wealth Management
Michigan
$753K -$271K -863 -25%
B
1778
Barings
North Carolina
$749K +$615K +1,958 +287%
BCB
1779
Brian C. Broderick
$746K -$3.77K -12 -0.5%
RFP
1780
Root Financial Partners
California
$746K -$132K -419 -14%
CW
1781
Channel Wealth
California
$744K -$10.4K -33 -1%
TAFW
1782
Tred Avon Family Wealth
Maryland
$744K -$79.8K -254 -9%
FAT
1783
First American Trust
California
$744K +$203K +645 +33%
RIP
1784
Reliant Investment Partners
North Carolina
$742K -$1.57K -5 -0.2%
S
1785
Sunpointe
Missouri
$741K +$11.6K +37 +1%
GWM
1786
Glass Wealth Management
Texas
$740K -$175K -556 -18%
LNB
1787
Ledyard National Bank
$738K -$61.6K -196 -7%
HIC
1788
Holderness Investments Company
North Carolina
$735K +$86.4K +275 +12%
WFS
1789
Widmann Financial Services
Maryland
$733K -$109K -346 -12%
OWA
1790
Octavia Wealth Advisors
Ohio
$733K +$54.1K +172 +7%
BWM
1791
Braeburn Wealth Management
Michigan
$733K +$45.6K +145 +6%
SAMC
1792
Spectrum Asset Management (California)
California
$733K +$463K +1,472 +133%
AF
1793
AGP Franklin
Tennessee
$732K +$943 +3 +0.1%
SWA
1794
SFMG Wealth Advisors
Texas
$732K +$48.7K +155 +6%
DI
1795
Diligent Investors
California
$731K +$6.29K +20 +0.8%
CVA
1796
Central Valley Advisors
California
$731K +$75.7K +241 +10%
CHAM
1797
Clear Harbor Asset Management
Connecticut
$730K -$6.29K -20 -0.8%
AW
1798
Alteri Wealth
California
$729K +$16.3K +52 +2%
DWM
1799
Dopkins Wealth Management
New York
$729K +$205K +653 +34%
MA
1800
Montag & Associates
Georgia
$728K +$399K +1,270 +99%
70 71
72
73 74