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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2176
Code Waechter
Florida
$576K -$13.1K -42 -3%
TA
2177
Townsend & Associates
Colorado
$576K – – –
TSMHT
2178
Thurston Springer Miller Herd & Titak
Indiana
$576K +$54.2K +173 +13%
CPW
2179
Cove Private Wealth
New York
$575K – – –
SR
2180
Swiss Re
Switzerland
$574K +$379K +1,212 +373%
SIAG
2181
Safeguard Investment Advisory Group
California
$573K -$939 -3 -0.2%
AA
2182
Alpha Advisors
Virginia
$572K +$3.13K +10 +0.7%
PEWA
2183
Pacific Excel Wealth Advisors
California
$572K +$198K +633 +70%
HFO
2184
Heritage Family Offices
Arizona
$572K +$185K +592 +63%
LWM
2185
Langley Wealth Management
Mississippi
$572K +$479K +1,529 New
LWA
2186
Legacy Wealth Advisors
Florida
$571K +$13.1K +42 +3%
SAA
2187
Southeast Asset Advisors
Georgia
$571K – – –
LA
2188
LM Advisors
California
$571K +$335K +1,069 +233%
CWM
2189
Centurion Wealth Management
Virginia
$570K -$155K -496 -25%
FM
2190
Family Management
New York
$568K -$2.7M -8,616 -85%
QFA
2191
Quantum Financial Advisors
California
$568K -$24.7K -79 -5%
WAL
2192
W Advisors LLC
Tennessee
$567K -$6.58K -21 -1%
PWA
2193
Physician Wealth Advisors
Utah
$567K +$11.6K +37 +3%
FOFP
2194
Fee-Only Financial Planning
South Carolina
$565K -$15.7K -50 -3%
WAG
2195
Wallace Advisory Group
California
$565K +$95.8K +306 +25%
CRIG
2196
Charter Research & Investment Group
Connecticut
$564K – – –
AAB
2197
ABN AMRO Bank
Netherlands
$563K -$59.8K -191 -11%
AAA
2198
Andrews Advisory Associates
Hawaii
$563K -$1.25K -4 -0.3%
FF
2199
Francis Financial
$562K +$24.1K +77 +5%
CWM
2200
Cabot Wealth Management
Massachusetts
$561K -$8.45K -27 -2%
86 87
88
89 90