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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
Able Wealth Management
New Jersey
$2.48M – – –
GPA
1577
Garrison Point Advisors
California
$2.48M -$15.5K -30 -0.6%
SMH
1578
Sanders Morris Harris
Texas
$2.48M +$5.18K +10 +0.2%
CWM
1579
Chemistry Wealth Management
New York
$2.47M +$18.1K +35 +0.8%
NBT
1580
Northwest Bank & Trust
Iowa
$2.47M +$16.6K +32 +0.7%
SWM
1581
Sendero Wealth Management
Texas
$2.46M +$89K +172 +4%
MFA
1582
Mayflower Financial Advisors
Massachusetts
$2.46M +$184K +356 +8%
AF
1583
Advisornet Financial
Minnesota
$2.46M -$356K -688 -13%
KIM
1584
Kane Investment Management
California
$2.45M +$2.41M +4,658 New
WA
1585
Wealth Alliance
New York
$2.45M +$48.7K +94 +2%
EFG
1586
Everhart Financial Group
Ohio
$2.45M +$142K +274 +6%
RC
1587
RDST Capital
Washington
$2.45M -$145K -280 -6%
LNB
1588
Ledyard National Bank
$2.45M -$33.6K -65 -1%
MAWA
1589
Moss Adams Wealth Advisors
Washington
$2.44M +$1.08M +2,077 +81%
CWS
1590
Confluence Wealth Services
Pennsylvania
$2.44M +$128K +248 +6%
DC
1591
DeDora Capital
California
$2.43M -$34.2K -66 -1%
CCM
1592
Chilton Capital Management
Texas
$2.42M -$74K -143 -3%
PPWP
1593
Premier Path Wealth Partners
New Jersey
$2.41M +$30.5K +59 +1%
WIM
1594
Waverton Investment Management
United Kingdom
$2.41M -$87K -168 -4%
SNB
1595
Security National Bank
Nebraska
$2.4M – – –
CP
1596
Canopy Partners
Ohio
$2.4M +$93.2K +180 +4%
RWB
1597
RMR Wealth Builders
New Jersey
$2.38M +$20.7K +40 +0.9%
VAS
1598
Vestmark Advisory Solutions
Massachusetts
$2.37M -$390K -753 -14%
KP
1599
Keel Point
Alabama
$2.37M +$186K +359 +9%
ACI
1600
Alpha Cubed Investments
California
$2.36M -$522K -1,009 -18%
62 63
64
65 66