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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1326
Vigilant Capital Management
Maine
$772K +$53.5K +400 +7%
HWA
1327
Heartwood Wealth Advisors
Virginia
$772K +$133K +993 +20%
P
1328
Pitcairn
Pennsylvania
$772K +$199K +1,488 +34%
TFA
1329
Teamwork Financial Advisors
Texas
$771K +$142K +1,064 +22%
OPPS
1330
Obsidian Personal Planning Solutions
Maryland
$769K – – –
BPCE
1331
Bank Pictet & Cie (Europe)
Germany
$768K – – –
SLWA
1332
San Luis Wealth Advisors
California
$767K +$782K +5,849 New
MSCM
1333
McElhenny Sheffield Capital Management
Texas
$767K +$3.48K +26 +0.4%
IWA
1334
IVC Wealth Advisors
Pennsylvania
$766K -$17.7K -132 -2%
GAM
1335
Grandview Asset Management
Pennsylvania
$766K -$226K -1,693 -22%
WP
1336
WealthSpring Partners
California
$765K +$1.87K +14 +0.2%
PWAM
1337
Pinnacle West Asset Management
Wyoming
$765K +$781K +5,835 New
HT
1338
HighTower Trust
Texas
$763K +$157K +1,177 +24%
LFA
1339
Legacy Financial Advisors
Kentucky
$761K -$226K -1,686 -23%
BOPW
1340
Brandywine Oak Private Wealth
Pennsylvania
$758K +$936 +7 +0.1%
AWA
1341
Acorn Wealth Advisors
Michigan
$757K +$49.9K +373 +7%
AWM
1342
Accurate Wealth Management
Florida
$756K +$16.3K +122 +2%
PA
1343
PFG Advisors
Arizona
$755K +$197K +1,472 +34%
TGAM
1344
TBH Global Asset Management
Tennessee
$755K -$78.3K -585 -9%
MG
1345
Mather Group
Illinois
$753K +$190K +1,418 +33%
BWM
1346
Baystate Wealth Management
Massachusetts
$752K -$1.6K -12 -0.2%
RFA
1347
Register Financial Advisors
Georgia
$751K +$336K +2,513 +78%
TWD
1348
True Wealth Design
Ohio
$750K +$43.5K +325 +6%
PL
1349
Plancorp LLC
Missouri
$748K +$5.22K +39 +0.7%
IBOK
1350
Independence Bank of Kentucky
Kentucky
$746K -$669 -5 -0.1%
52 53
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