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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
901
HCR Wealth Advisors
California
$484K +$4.09K +70 +0.9%
SVCP
902
Silicon Valley Capital Partners
California
$483K +$58K +993 +14%
GKWIM
903
Gerber Kawasaki Wealth & Investment Management
California
$480K -$26.9K -461 -5%
DA
904
Denali Advisors
California
$475K -$245K -4,200 -34%
WANY
905
Wealthspire Advisors (New York)
New York
$471K +$33.4K +572 +8%
JEST
906
JTC Employer Solutions Trustee
Jersey
$469K – – –
RCWM
907
Royal Capital Wealth Management
Indiana
$469K +$468K +8,006 New
CP
908
CenterBook Partners
Connecticut
$465K +$463K +7,926 New
ECM
909
Estabrook Capital Management
New York
$460K +$363K +6,219 +384%
MW
910
Marks Wealth
Maryland
$458K +$457K +7,820 New
PL
911
Pluribus Labs
California
$456K +$454K +7,772 New
TIA
912
Tiemann Investment Advisors
California
$454K +$5.84K +100 +1%
HBT
913
Heartland Bank & Trust
Illinois
$450K +$6.37K +109 +1%
CCB
914
Cutter & Co Brokerage
Missouri
$449K -$6.08K -104 -1%
HAM
915
Hedges Asset Management
Nevada
$449K +$447K +7,650 New
CFGS
916
Concourse Financial Group Securities
Alabama
$448K +$1.23K +21 +0.3%
CWA
917
Consilium Wealth Advisory
Texas
$447K +$445K +7,616 New
EWM
918
Evermay Wealth Management
Virginia
$445K -$234 -4 -0.1%
ANRIA
919
American National Registered Investment Advisor
Texas
$444K – – –
MAM
920
Morse Asset Management
Connecticut
$443K +$441K +7,550 New
PCM
921
Princeton Capital Management
New Jersey
$442K -$30.3K -518 -6%
VWA
922
Visionary Wealth Advisors
Illinois
$439K +$437K +7,485 New
WA
923
Wealth Advisors
California
$438K +$22.2K +380 +5%
CWP
924
Concord Wealth Partners
Virginia
$438K +$249K +4,266 +133%
LPIC
925
LeJeune Puetz Investment Counsel
Michigan
$436K – – –
35 36
37
38 39