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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1876
Challenger Wealth Management
California
$1.44M +$1.42M +2,734 New
FWM
1877
FFT Wealth Management
Pennsylvania
$1.44M +$41.9K +81 +3%
RSWM
1878
Robertson Stephens Wealth Management
California
$1.44M -$763K -1,473 -35%
QWM
1879
Quadcap Wealth Management
Texas
$1.44M +$15.5K +30 +1%
API
1880
Asset Planning Inc
California
$1.43M +$1.41M +2,723 New
CWM
1881
Chesapeake Wealth Management
Virginia
$1.43M -$29K -56 -2%
BWM
1882
BNC Wealth Management
Oregon
$1.43M -$9.84K -19 -0.7%
TSWM
1883
Tyler-Stone Wealth Management
Ohio
$1.42M -$469K -906 -25%
FCG
1884
Fielder Capital Group
Tennessee
$1.42M – – –
ACMA
1885
Arbor Capital Management (Alaska)
Alaska
$1.42M -$346K -669 -21%
SFG
1886
SevenBridge Financial Group
Pennsylvania
$1.42M – – –
PCM
1887
Pointe Capital Management
Michigan
$1.42M -$10.4K -20 -0.7%
SP
1888
Stablepoint Partners
Massachusetts
$1.42M – – –
PL
1889
Plancorp LLC
Missouri
$1.41M -$35.7K -69 -3%
CSPIA
1890
Cary Street Partners Investment Advisory
Virginia
$1.41M -$3.43M -6,622 -71%
PAG
1891
Paladin Advisory Group
Iowa
$1.41M – – –
CP
1892
Clarendon Private
Massachusetts
$1.41M +$1.39M +2,679 New
EWS
1893
Evergreen Wealth Solutions
Pennsylvania
$1.41M +$87K +168 +7%
DA
1894
Doliver Advisors
Texas
$1.41M – – –
SHGA
1895
Sand Hill Global Advisors
California
$1.41M -$3.11K -6 -0.2%
PVI
1896
Pine Valley Investments
New Jersey
$1.41M +$129K +249 +10%
GIM
1897
Generali Investments Management
Slovenia
$1.4M +$1.38M +2,658 New
EFG
1898
Ethos Financial Group
Pennsylvania
$1.4M -$16.6K -32 -1%
CP
1899
Castleview Partners
Texas
$1.39M -$89.6K -173 -6%
KLCM
1900
KG&L Capital Management
Louisiana
$1.39M -$67.3K -130 -5%
74 75
76
77 78