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Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
2701
R.W. Roge & Company
New York
$480K – – –
RW
2702
REDW Wealth
New Mexico
$477K +$1.51K +5 +0.3%
CWA
2703
Centennial Wealth Advisory
Michigan
$476K +$28.6K +95 +6%
CIAS
2704
CFS Investment Advisory Services
New Jersey
$476K -$48.2K -160 -9%
C
2705
Covestor
United Kingdom
$476K +$205K +682 +76%
VWMG
2706
Virginia Wealth Management Group
Virginia
$474K -$37.7K -125 -7%
ACP
2707
Aveo Capital Partners
Colorado
$474K +$17.8K +59 +4%
KWMG
2708
King Wealth Management Group
Florida
$473K +$475K +1,575 New
CWP
2709
Curated Wealth Partners
California
$472K -$37.7K -125 -7%
RP
2710
Rice Partnership
Hawaii
$472K -$12.7K -42 -3%
HKIMG
2711
Hutchens & Kramer Investment Management Group
Indiana
$470K -$301 -1 -0.1%
CCA
2712
Cora Capital Advisors
New Jersey
$470K -$1.81K -6 -0.4%
ANBT
2713
American National Bank & Trust
Texas
$470K +$18.1K +60 +4%
EDRIA
2714
Edmonds Duncan Registered Investment Advisors
Kansas
$467K – – –
CHP
2715
Cable Hill Partners
Oregon
$466K +$2.41K +8 +0.5%
WPA
2716
West Paces Advisors
Georgia
$464K +$6.03K +20 +1%
CCM
2717
Conway Capital Management
California
$464K +$67.8K +225 +17%
KIG
2718
Kennedy Investment Group
New Jersey
$461K +$128K +425 +38%
ECM
2719
Estabrook Capital Management
New York
$459K +$27.4K +91 +6%
CCP
2720
Cassia Capital Partners
North Carolina
$459K +$11.1K +37 +2%
BOM
2721
Bank of Marin
California
$458K -$40.1K -133 -8%
GF
2722
Gries Financial
Ohio
$458K +$85.6K +284 +23%
MAG
2723
MRA Advisory Group
New Jersey
$457K +$186K +616 +68%
PMFA
2724
Plante Moran Financial Advisors
Michigan
$457K +$35.9K +119 +8%
WJA
2725
Willis Johnson & Associates
Texas
$456K -$113K -374 -20%
107 108
109
110 111