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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2301
TruWealth Advisors
Louisiana
$200K +$197K +1,001 New
CWM
2302
Centricity Wealth Management
Ohio
$200K – – –
AWM
2303
Avondale Wealth Management
Texas
$200K – – –
CA
2304
Centerpoint Advisors
Massachusetts
$199K -$1.57K -8 -0.8%
BFPW
2305
BOK Financial Private Wealth
Colorado
$195K +$18.7K +95 +11%
DF
2306
Dunhill Financial
United Kingdom
$194K +$157K +798 +464%
PSFG
2307
Park Square Financial Group
Georgia
$194K -$30.7K -156 -14%
RTC
2308
Riverview Trust Company
Washington
$191K -$4.72K -24 -2%
OIA
2309
Optimum Investment Advisors
Illinois
$190K +$19.7K +100 +12%
BOJHT
2310
Bank of Jackson Hole Trust
Wyoming
$183K +$15.7K +80 +10%
WPA
2311
West Paces Advisors
Georgia
$182K – – –
IUHSA
2312
Itau Unibanco Holding S.A.
Brazil
$182K +$179K +911 New
RA
2313
Rise Advisors
New York
$175K +$19.9K +101 +13%
PS
2314
Pinney & Scofield
Massachusetts
$174K – – –
B
2315
Birchbrook
Maine
$174K – – –
RF
2316
Rossby Financial
Florida
$172K +$171K +869 New
TIM
2317
Tortoise Investment Management
New York
$167K – – –
S
2318
Sachetta
Massachusetts
$164K -$7.67K -39 -5%
FGAM
2319
Financial Gravity Asset Management
Texas
$164K +$162K +821 New
GTAM
2320
Global Trust Asset Management
Florida
$164K +$6.89K +35 +4%
RWM
2321
Rialto Wealth Management
New York
$164K -$11.8K -60 -7%
FA
2322
Financial Avengers
California
$162K +$197 +1 +0.1%
BCM
2323
Berbice Capital Management
New York
$160K – – –
FMP
2324
Financial Management Professionals
Texas
$158K +$89.7K +456 +136%
RCM
2325
Raleigh Capital Management
North Carolina
$158K +$81.5K +414 +110%
91 92
93
94 95