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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1651
Regent Peak Wealth Advisors
Georgia
$969K +$26.4K +71 +3%
MAWCM
1652
Mine & Arao Wealth Creation & Management
California
$967K +$744 +2 +0.1%
VC
1653
Veracity Capital
Georgia
$966K -$4.83K -13 -0.5%
F
1654
F3Logic
Minnesota
$965K – – –
FMTC
1655
Farmers & Merchants Trust Company
California
$963K +$287K +771 +41%
AT
1656
Arden Trust
Delaware
$961K +$152K +408 +18%
WAM
1657
Weatherly Asset Management
California
$958K +$20.4K +55 +2%
S
1658
swisspartners
Liechtenstein
$956K +$14.9K +40 +2%
STA
1659
Summit Trail Advisors
New York
$954K +$90.3K +243 +10%
JWCA
1660
J.W. Coons Advisors
Ohio
$950K -$43.1K -116 -4%
FFWA
1661
FRG Family Wealth Advisors
Washington
$944K +$23.8K +64 +3%
EFS
1662
Essex Financial Services
Connecticut
$943K – – –
APP
1663
Alpha Paradigm Partners
Illinois
$942K +$960K +2,581 New
RWP
1664
RWA Wealth Partners
Massachusetts
$936K -$2.97K -8 -0.3%
MFG
1665
MidWestOne Financial Group
Iowa
$930K -$33.8K -91 -3%
HIP
1666
HUB Investment Partners
Texas
$929K -$413K -1,110 -30%
CFSG
1667
Community Financial Services Group
Vermont
$929K +$5.58K +15 +0.6%
PWA
1668
Phoenix Wealth Advisors
North Carolina
$928K +$653K +1,756 +247%
PWLP
1669
Prio Wealth Limited Partnership
Massachusetts
$925K – – –
HPWM
1670
Highland Private Wealth Management
Washington
$923K +$18.2K +49 +2%
WAG
1671
Winthrop Advisory Group
Massachusetts
$922K -$114K -306 -11%
SCM
1672
Seascape Capital Management
New Hampshire
$922K -$7.44K -20 -0.8%
TCM
1673
Tributary Capital Management
Nebraska
$920K -$37.2K -100 -4%
RIA
1674
Regal Investment Advisors
Michigan
$916K +$933K +2,510 New
LFM
1675
Lumina Fund Management
New York
$913K – – –
65 66
67
68 69