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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1901
Regent Peak Wealth Advisors
Georgia
$522K +$102K +868 +25%
RDWM
1902
Red Door Wealth Management
Tennessee
$522K +$24K +204 +5%
DBIA
1903
Dumont & Blake Investment Advisors
New Jersey
$521K -$45.8K -390 -8%
RSWM
1904
Robertson Stephens Wealth Management
California
$521K -$132K -1,121 -21%
DWM
1905
Destination Wealth Management
California
$521K +$139K +1,181 +38%
CA
1906
Crewe Advisors
Utah
$520K -$309K -2,630 -38%
FFG
1907
Fortem Financial Group
California
$520K -$252K -2,150 -33%
FTA
1908
Financial & Tax Architects
Missouri
$520K +$31.8K +271 +8%
UBV
1909
United Bank (Virginia)
Virginia
$518K -$29.4K -250 -5%
BHIA
1910
Birch Hill Investment Advisors
Massachusetts
$518K -$1.07M -9,115 -68%
GPI
1911
General Partner Inc
Pennsylvania
$518K +$505K +4,304 New
SLWA
1912
San Luis Wealth Advisors
California
$516K -$244K -2,075 -33%
IDBONY
1913
Israel Discount Bank of New York
New York
$515K -$334K -2,844 -40%
ST
1914
Smithfield Trust
Pennsylvania
$515K -$263K -2,237 -34%
ESB
1915
Essex Savings Bank
Connecticut
$515K -$338K -2,877 -40%
FHC
1916
First Heartland Consultants
Missouri
$514K +$47.2K +402 +10%
WKSWA
1917
White Knight Strategic Wealth Advisors
New Jersey
$512K -$124K -1,055 -20%
CWS
1918
Cypress Wealth Services
California
$512K -$1.29K -11 -0.3%
CFD
1919
Creative Financial Designs
Indiana
$511K -$48.1K -410 -9%
NFG
1920
Nadler Financial Group
Illinois
$509K +$18.9K +161 +4%
TPWA
1921
TRUE Private Wealth Advisors
Oregon
$508K -$173K -1,471 -26%
PCS
1922
Personal CFO Solutions
New Jersey
$507K -$942K -8,026 -66%
TA
1923
TruWealth Advisors
Louisiana
$507K +$148K +1,259 +43%
WI
1924
WrapManager Inc
California
$505K -$1.05M -8,911 -68%
APA
1925
Astoria Portfolio Advisors
New York
$504K -$4.81K -41 -1%
75 76
77
78 79