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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
2101
Sanders Morris Harris
Texas
$2.56M +$4.86K +10 +0.2%
CC
2102
Commons Capital
Massachusetts
$2.56M +$89.9K +185 +4%
EWM
2103
Evermay Wealth Management
Virginia
$2.56M – – –
FCFC
2104
First Commonwealth Financial Corp
Pennsylvania
$2.56M -$4.86K -10 -0.2%
PWG
2105
Portside Wealth Group
Utah
$2.55M +$67.1K +138 +3%
SF
2106
Symphony Financial
Texas
$2.55M +$1.35M +2,774 +125%
CWA
2107
Consilio Wealth Advisors
Washington
$2.55M +$495K +1,018 +25%
MA
2108
Montag & Associates
Georgia
$2.55M -$586K -1,205 -19%
ACA
2109
American Capital Advisory
Idaho
$2.55M -$239K -491 -6%
DPIM
2110
Duff & Phelps Investment Management
Illinois
$2.54M -$9.72M -19,997 -80%
APW
2111
Aurora Private Wealth
New Jersey
$2.54M +$81.7K +168 +3%
WRPWM
2112
Werba Rubin Papier Wealth Management
California
$2.53M +$115K +237 +5%
CWS
2113
Confluence Wealth Services
Pennsylvania
$2.53M +$28.7K +59 +1%
RAM
2114
Riggs Asset Management
Pennsylvania
$2.52M -$31.1K -64 -1%
LC
2115
Longitude (Cayman)
Cayman Islands
$2.52M -$17K -35 -0.7%
GPA
2116
Garrison Point Advisors
California
$2.51M -$31.6K -65 -1%
PCG
2117
PFC Capital Group
California
$2.51M +$124K +255 +5%
TSWM
2118
Triangle Securities Wealth Management
North Carolina
$2.51M -$162K -333 -6%
ALAM
2119
Asahi Life Asset Management
Japan
$2.51M -$190K -390 -7%
ACA
2120
Atlas Capital Advisors
Wyoming
$2.51M -$305K -628 -11%
MPPLM
2121
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.51M +$278K +571 +13%
JPLA
2122
Joseph P. Lucia & Associates
New York
$2.49M +$210K +431 +10%
XWM
2123
Xcel Wealth Management
Florida
$2.49M -$34K -70 -1%
MWM
2124
Melfa Wealth Management
Massachusetts
$2.49M – – –
CFG
2125
Cooper Financial Group
California
$2.49M +$293K +603 +14%
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85
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