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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1251
TritonPoint Wealth
Maryland
$870K -$67.4K -133 -7%
MAWA
1252
Moss Adams Wealth Advisors
Washington
$870K +$44.6K +88 +6%
AWCI
1253
Alpine Woods Capital Investors
New York
$865K +$844K +1,667 New
CWM
1254
Chesapeake Wealth Management
Virginia
$864K +$10.6K +21 +1%
FIA
1255
Foundations Investment Advisors
Arizona
$860K -$119K -234 -12%
GSWM
1256
Golden State Wealth Management
California
$858K +$275K +543 +49%
SWA
1257
Sax Wealth Advisors
New Jersey
$858K +$182K +360 +26%
BB
1258
Berkshire Bank
Massachusetts
$856K -$76K -150 -8%
AIIMS
1259
Analyst IMS Investment Management Services
Israel
$856K – – –
SIA
1260
SGL Investment Advisors
Montana
$855K +$492K +972 +127%
WHCI
1261
W.H. Cornerstone Investments
Massachusetts
$853K +$149K +294 +22%
PI
1262
PFG Investments
New York
$853K -$123K -242 -13%
SW
1263
Simplicity Wealth
New Jersey
$853K +$129K +254 +18%
CFO
1264
Cambient Family Office
Michigan
$851K -$9.62K -19 -1%
DA
1265
Drake & Associates
Wisconsin
$844K +$17.2K +34 +2%
BHWM
1266
Bar Harbor Wealth Management
New Hampshire
$843K -$4.05K -8 -0.5%
SRA
1267
Secured Retirement Advisors
Minnesota
$841K +$821K +1,620 New
MWM
1268
Modera Wealth Management
New Jersey
$840K +$89.6K +177 +12%
KA
1269
Klingman & Associates
New York
$839K +$19.2K +38 +2%
BBES
1270
Buffalo Business & Estate Services
New York
$837K – – –
RMSCM
1271
R.M. Sincerbeaux Capital Management
New York
$830K – – –
CSPIA
1272
Cary Street Partners Investment Advisory
Virginia
$829K +$11.6K +23 +1%
AWM
1273
Aprio Wealth Management
Georgia
$827K +$78K +154 +11%
SG
1274
StoneX Group
New York
$825K +$329K +650 +68%
IAN
1275
Integrated Advisors Network
Texas
$823K -$9.62K -19 -1%
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