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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1951
Geller Advisors
New York
$4.52M -$2.94K -5 -0.1%
BTWM
1952
Baker Tilly Wealth Management
Wisconsin
$4.52M +$244K +415 +6%
PWG
1953
Portside Wealth Group
Utah
$4.52M +$1.06M +1,799 +30%
RSWM
1954
Robertson Stephens Wealth Management
California
$4.52M +$342K +583 +8%
ACM
1955
Aubrey Capital Management
United Kingdom
$4.51M -$58.7K -100 -1%
TAM
1956
Tealwood Asset Management
Minnesota
$4.51M -$160K -272 -3%
PIA
1957
Perennial Investment Advisors
California
$4.49M +$26.4K +45 +0.6%
PCM
1958
Pinnbrook Capital Management
New York
$4.49M +$1.01M +1,729 +29%
CCG
1959
Ceeto Capital Group
Florida
$4.49M +$147K +250 +3%
TSMHT
1960
Thurston Springer Miller Herd & Titak
Indiana
$4.47M +$3.17M +5,404 +242%
EGA
1961
E&G Advisors
Texas
$4.47M +$314K +535 +8%
TW
1962
TritonPoint Wealth
Maryland
$4.46M +$196K +334 +5%
DWM
1963
Drive Wealth Management
Utah
$4.45M +$522K +889 +13%
CCI
1964
Credit Capital Investments
New Jersey
$4.45M – – –
FDS
1965
First Dallas Securities
Texas
$4.44M -$196K -334 -4%
LGA
1966
Lebenthal Global Advisors
New York
$4.44M +$135K +230 +3%
NAG
1967
Northstar Advisory Group
New Jersey
$4.41M +$1.71M +2,909 +63%
SOS
1968
Silver Oak Securities
Tennessee
$4.41M +$689K +1,173 +19%
CCM
1969
Courage Capital Management
Tennessee
$4.39M – – –
SI
1970
Shaker Investments
Ohio
$4.39M -$32.9K -56 -0.7%
SFC
1971
SYM Financial Corp
Indiana
$4.39M +$2.91M +4,954 +195%
WFC
1972
Western Financial Corp
California
$4.38M -$86.3K -147 -2%
OWA
1973
One Wealth Advisors
California
$4.35M +$89.8K +153 +2%
MCM
1974
M1 Capital Management
Michigan
$4.35M +$4.36M +7,423 New
GAM
1975
Griffin Asset Management
New York
$4.35M -$96.9K -165 -2%
77 78
79
80 81