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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1901
Regent Peak Wealth Advisors
Georgia
$798K +$52.3K +877 +8%
HCMT
1902
Highland Capital Management (Tennessee)
Tennessee
$798K +$56.7K +952 +8%
CPC
1903
Congress Park Capital
New York
$797K +$14.9K +250 +2%
SG
1904
StoneX Group
New York
$796K -$51.7K -868 -7%
CGH
1905
CMG Global Holdings
Texas
$793K +$738K +12,388 New
PSC
1906
Prentiss Smith & Co
Vermont
$792K -$125K -2,095 -14%
BW
1907
Bison Wealth
Georgia
$790K -$42.6K -715 -5%
PWA
1908
Providence Wealth Advisors
Illinois
$788K +$82.1K +1,377 +13%
WA
1909
Waverly Advisors
Alabama
$788K +$122K +2,047 +17%
OWA
1910
Octavia Wealth Advisors
Ohio
$787K +$19.8K +332 +3%
ORI
1911
Oak Ridge Investments
Illinois
$786K +$21.7K +364 +3%
AAM
1912
Autus Asset Management
Arizona
$781K +$336K +5,638 +86%
AIA
1913
Arbor Investment Advisors
North Carolina
$780K -$6.91K -116 -0.9%
MWPCG
1914
Measured Wealth Private Client Group
New Hampshire
$778K +$222K +3,729 +44%
VCM
1915
Vivaldi Capital Management
Illinois
$777K -$70.2K -1,178 -8%
WCG
1916
Weaver Consulting Group
California
$777K -$25.9K -434 -3%
AIM
1917
Allen Investment Management
New York
$776K – – –
IDBONY
1918
Israel Discount Bank of New York
New York
$774K -$125K -2,098 -15%
AAIM
1919
Asset Advisors Investment Management
Georgia
$771K – – –
GFG
1920
Greystone Financial Group
Michigan
$769K +$73.8K +1,238 +10%
SA
1921
Springowl Associates
New York
$768K +$715K +12,000 New
BFPW
1922
BOK Financial Private Wealth
Colorado
$767K +$124K +2,080 +21%
CWP
1923
Concord Wealth Partners
Virginia
$766K +$223K +3,745 +46%
FPCP
1924
Fort Point Capital Partners
California
$762K – – –
PWA
1925
Physician Wealth Advisors
Utah
$762K – – –
75 76
77
78 79