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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2176
Corundum Group
Colorado
$579K +$2.82K +9 +0.6%
BHPW
2177
Beverly Hills Private Wealth
California
$578K -$64.2K -205 -12%
PIA
2178
Polaris Investment Advisors
Massachusetts
$578K – – –
RBC
2179
Roble Belko & Company
Pennsylvania
$578K – – –
SFGP
2180
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$577K -$86.1K -275 -15%
OA
2181
Operose Advisors
Wisconsin
$577K -$3.44K -11 -0.7%
GJWM
2182
Gilliland Jeter Wealth Management
Arkansas
$577K +$626 +2 +0.1%
MCA
2183
MSH Capital Advisors
Arizona
$577K -$95.2K -304 -16%
NDBT
2184
North Dallas Bank & Trust
Texas
$576K +$483K +1,542 New
HGWM
2185
Horst & Graben Wealth Management
Oregon
$576K +$626 +2 +0.1%
CW
2186
Code Waechter
Florida
$576K -$13.1K -42 -3%
TA
2187
Townsend & Associates
Colorado
$576K – – –
TSMHT
2188
Thurston Springer Miller Herd & Titak
Indiana
$576K +$54.2K +173 +13%
CPW
2189
Cove Private Wealth
New York
$575K – – –
SR
2190
Swiss Re
Switzerland
$574K +$379K +1,212 +373%
SIAG
2191
Safeguard Investment Advisory Group
California
$573K -$939 -3 -0.2%
AA
2192
Alpha Advisors
Virginia
$572K +$3.13K +10 +0.7%
PEWA
2193
Pacific Excel Wealth Advisors
California
$572K +$198K +633 +70%
HFO
2194
Heritage Family Offices
Arizona
$572K +$185K +592 +63%
LWM
2195
Langley Wealth Management
Mississippi
$572K +$479K +1,529 New
LWA
2196
Legacy Wealth Advisors
Florida
$571K +$13.1K +42 +3%
SAA
2197
Southeast Asset Advisors
Georgia
$571K – – –
LA
2198
LM Advisors
California
$571K +$335K +1,069 +233%
CWM
2199
Centurion Wealth Management
Virginia
$570K -$155K -496 -25%
FM
2200
Family Management
New York
$568K -$2.7M -8,616 -85%
86 87
88
89 90