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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1601
Harper Investing
California
$1.04M +$105K +304 +10%
FWTB
1602
First Western Trust Bank
Colorado
$1.03M -$7.58K -22 -0.7%
CA
1603
Commerzbank Aktiengesellschaft
Germany
$1.03M +$24.1K +70 +2%
SG
1604
Stonnington Group
California
$1.03M +$529K +1,535 +93%
HFG
1605
Heron Financial Group
New York
$1.03M +$30K +87 +3%
GA
1606
Geller Advisors
New York
$1.02M -$6.54K -19 -0.6%
SWM
1607
Sendero Wealth Management
Texas
$1.01M +$150K +437 +16%
LC
1608
Lindbrook Capital
California
$1.01M +$51.3K +149 +5%
TPW
1609
Transatlantique Private Wealth
New York
$1.01M +$1.1M +3,204 New
KP
1610
Keel Point
Alabama
$998K -$177K -515 -15%
GVAG
1611
Great Valley Advisor Group
Delaware
$997K +$361K +1,048 +50%
LA
1612
Legacy Advisors
Pennsylvania
$996K +$183K +532 +20%
BJL
1613
Brighton Jones LLC
Washington
$994K +$12.1K +35 +1%
HWA
1614
HCR Wealth Advisors
California
$992K -$20.7K -60 -2%
SW
1615
SlateStone Wealth
Florida
$991K +$55.1K +160 +5%
MC
1616
Middleton & Co
Massachusetts
$988K – – –
MBT
1617
Montecito Bank & Trust
California
$985K +$25.8K +75 +2%
SFG
1618
Synergy Financial Group
California
$983K +$7.92K +23 +0.7%
RWP
1619
RWA Wealth Partners
Massachusetts
$982K -$1.72K -5 -0.2%
PIA
1620
Perennial Investment Advisors
California
$979K – – –
OFW
1621
Omnia Family Wealth
Florida
$975K -$5.86K -17 -0.5%
HCP
1622
Holt Capital Partners
Texas
$971K – – –
ARI
1623
Applied Research Investments
Delaware
$969K -$3.1K -9 -0.3%
WAM
1624
Weatherly Asset Management
California
$968K +$74K +215 +8%
RCG
1625
Regatta Capital Group
California
$967K -$111K -321 -9%
63 64
65
66 67