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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1776
Summit Wealth Partners
Florida
$288K +$239 +2 +0.1%
CCA
1777
Catalyst Capital Advisors
New York
$288K – – –
MWM
1778
Mattern Wealth Management
Kansas
$287K -$25K -209 -9%
PCA
1779
Private Capital Advisors
Connecticut
$287K – – –
VAG
1780
VisionPoint Advisory Group
Texas
$286K -$109K -908 -29%
PIM
1781
Progressive Investment Management
Oregon
$286K +$269K +2,248 New
AA
1782
Apriem Advisors
California
$284K -$8.98K -75 -3%
BFPW
1783
BOK Financial Private Wealth
Colorado
$284K +$267K +2,233 New
BAIA
1784
Bel Air Investment Advisors
California
$283K +$266K +2,223 New
PIN
1785
Prudent Investors Network
California
$282K – – –
TFA
1786
Trinity Financial Advisors
Ohio
$282K – – –
GCA
1787
Gradient Capital Advisors
California
$281K -$19.6K -164 -7%
HFP
1788
Holistic Financial Partners
Indiana
$281K – – –
WAM
1789
Winslow Asset Management
Ohio
$281K +$264K +2,208 New
BFG
1790
Bouchey Financial Group
New York
$280K – – –
EWP
1791
Engrave Wealth Partners
Texas
$278K +$1.08K +9 +0.4%
B
1792
Bridgeworth
Alabama
$278K +$3.59K +30 +1%
MGAM
1793
McGowan Group Asset Management
Texas
$277K +$479 +4 +0.2%
PHK
1794
Point72 Hong Kong
Hong Kong
$275K -$2.79M -23,309 -92%
CCM
1795
Crossvault Capital Management
Texas
$275K – – –
FVWA
1796
Foster Victor Wealth Advisors
South Carolina
$275K – – –
GDP
1797
Great Diamond Partners
Maine
$274K -$4.07K -34 -2%
EWA
1798
Encompass Wealth Advisors
Oregon
$274K +$6.46K +54 +3%
MSR
1799
Main Street Research
Connecticut
$274K +$258K +2,154 New
WCM
1800
Wedge Capital Management
North Carolina
$273K +$2.63K +22 +1%
70 71
72
73 74