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Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
1901
First National Corp
Massachusetts
$545K +$137K +500 +38%
4WM
1902
4J Wealth Management
Virginia
$544K – – –
PCH
1903
PGIM Custom Harvest
New Jersey
$542K +$53.6K +196 +12%
MTC
1904
Matrix Trust Company
Colorado
$542K +$131K +481 +36%
GWS
1905
Greykasell Wealth Strategies
California
$542K +$152K +557 +45%
OWP
1906
Obermeyer Wealth Partners
Colorado
$541K -$192K -703 -28%
CL
1907
COWA LLC
Oklahoma
$541K -$9.02K -33 -2%
LI
1908
LifeWealth Investments
Florida
$540K +$50.6K +185 +11%
TCBWMS
1909
Texas Capital Bank Wealth Management Services
Texas
$540K +$491K +1,796 New
AIM
1910
Acropolis Investment Management
Missouri
$539K +$227K +829 +65%
ACM
1911
Advance Capital Management
Michigan
$539K +$5.19K +19 +1%
SPI
1912
Sutton Place Investors
New York
$539K +$7.93K +29 +2%
PCFFS
1913
Pacific Center for Financial Services
California
$537K +$273 +1 +0.1%
ACG
1914
Allen Capital Group
Nebraska
$536K +$19.4K +71 +4%
IFPG
1915
Intrepid Financial Planning Group
Indiana
$536K – – –
RCP
1916
Rothschild Capital Partners
New York
$535K – – –
NP
1917
Ninepoint Partners
Ontario, Canada
$535K +$487K +1,780 New
EDRH
1918
Edmond de Rothschild Holding
Switzerland
$535K – – –
CWP
1919
Curated Wealth Partners
California
$535K -$5.47K -20 -1%
SFGP
1920
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$534K +$56.6K +207 +13%
LRPA
1921
L. Roy Papp & Associates
Arizona
$533K – – –
ETS
1922
ESL Trust Services
New York
$531K +$23K +84 +5%
DWG
1923
Darden Wealth Group
Michigan
$530K +$83.9K +307 +21%
CWP
1924
Capital Wealth Planning
Florida
$529K – – –
PWG
1925
Portside Wealth Group
Utah
$529K +$165K +604 +52%
75 76
77
78 79