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Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
1776
All Terrain Financial Advisors
Minnesota
$128K -$51.5K -429 -27%
WANY
1777
Wealthspire Advisors (New York)
New York
$126K +$139K +1,157 New
LWM
1778
Liberty Wealth Management
California
$124K +$137K +1,144 New
FTI
1779
Fiduciary Trust International
Massachusetts
$122K +$135K +1,124 New
PCA
1780
Peddock Capital Advisors
Massachusetts
$115K +$17.4K +145 +16%
TWMP
1781
Taylor Wealth Management Partners
Massachusetts
$114K -$75.4K -628 -38%
OAJ
1782
Ogorek Anthony Joseph
New York
$109K – – –
CFG
1783
CKW Financial Group
Hawaii
$109K +$480 +4 +0.4%
LC
1784
Lindbrook Capital
California
$109K +$121K +1,004 New
AWM
1785
Aevitas Wealth Management
Massachusetts
$105K -$19.9K -166 -15%
GCM
1786
Gables Capital Management
Florida
$105K -$6.24K -52 -5%
KLWA
1787
Kelly Lawrence W & Associates
California
$102K – – –
LFG
1788
Larson Financial Group
Missouri
$102K +$113K +941 New
CAL
1789
Capital Analysts LLC
Pennsylvania
$100K -$913K -7,609 -89%
RWA
1790
River Wealth Advisors
Pennsylvania
$100K -$50.8K -423 -31%
PVH
1791
Psagot Value Holdings
Israel
$100K -$10.2K -85 -8%
FCA
1792
FinTrust Capital Advisors
South Carolina
$99K +$109K +909 New
PFO
1793
Pathstone Family Office
New Jersey
$95K -$43.9K -366 -30%
EWM
1794
Elmwood Wealth Management
California
$95K -$15.2K -127 -13%
BCM
1795
Blume Capital Management
California
$95K – – –
RTC
1796
Riverview Trust Company
Washington
$94K +$104K +863 New
PW
1797
Price Wealth
Texas
$91K – – –
CA
1798
Centerpoint Advisors
Massachusetts
$89K -$160K -1,331 -62%
IUHSA
1799
Itau Unibanco Holding S.A.
Brazil
$89K -$131K -1,088 -57%
GCM
1800
Grisanti Capital Management
New York
$89K – – –
70 71
72
73 74