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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1776
Great Diamond Partners
Maine
$823K -$5.08K -14 -0.6%
SWP
1777
Semus Wealth Partners
Florida
$821K -$50.9K -140 -6%
PWMG
1778
Prestige Wealth Management Group
New Jersey
$818K -$355K -978 -30%
GVAG
1779
Great Valley Advisor Group
Delaware
$814K -$70.5K -194 -8%
PCH
1780
PGIM Custom Harvest
New Jersey
$811K -$726 -2 -0.1%
WAG
1781
Winthrop Advisory Group
Massachusetts
$810K -$28.3K -78 -3%
FWM
1782
FFT Wealth Management
Pennsylvania
$808K +$26.5K +73 +3%
PWM
1783
Penobscot Wealth Management
Maine
$807K -$71.6K -197 -8%
RWPA
1784
Richard W. Paul & Associates
Michigan
$806K +$50.1K +138 +7%
BS
1785
Bessemer Securities
New York
$805K – – –
ACA
1786
Aptus Capital Advisors
Alabama
$803K +$47.6K +131 +6%
BFO
1787
Biltmore Family Office
North Carolina
$803K -$4K -11 -0.5%
RI
1788
Redwood Investments
Massachusetts
$802K -$5.81K -16 -0.7%
APP
1789
Avantax Planning Partners
Iowa
$800K -$311K -857 -28%
AA
1790
Alta Advisers
United Kingdom
$800K – – –
PWLP
1791
Prio Wealth Limited Partnership
Massachusetts
$796K -$27.2K -75 -3%
FANJ
1792
Financial Architects (New Jersey)
New Jersey
$796K +$12K +33 +2%
MGWM
1793
Marks Group Wealth Management
Minnesota
$794K +$25.8K +71 +3%
CIP
1794
Convergence Investment Partners
Florida
$792K -$55.2K -152 -7%
MPPW
1795
Mitchell & Pahl Private Wealth
Oklahoma
$792K -$26.5K -73 -3%
TCB
1796
Texas Capital Bancshares
Texas
$787K – – –
PIA
1797
Perennial Investment Advisors
California
$786K +$5.45K +15 +0.7%
FLI
1798
Family Legacy Inc
South Carolina
$786K +$3.63K +10 +0.5%
SGCA
1799
Steel Grove Capital Advisors
Tennessee
$785K -$22.9K -63 -3%
SOS
1800
Silver Oak Securities
Tennessee
$785K -$97K -267 -11%
70 71
72
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