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Mizuho Financial
MFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
301
Harbour Investments
Wisconsin
$10.7K +$730 +117 +8%
HWP
302
Highline Wealth Partners
California
$9.52K – – –
MCM
303
Manchester Capital Management
Vermont
$8.69K -$15.3K -2,447 -65%
SWM
304
Spire Wealth Management
Virginia
$8.28K +$5.49K +880 +248%
BIA
305
Bell Investment Advisors
California
$6.88K +$474 +76 +8%
BBHC
306
Brown Brothers Harriman & Co
New York
$6.71K +$2.09K +335 +50%
GJIA
307
Glass Jacobson Investment Advisors
Maryland
$6.7K – – –
WANY
308
Wealthspire Advisors (New York)
New York
$6.53K +$6.08K +975 New
EP
309
Essential Partners
California
$5.97K +$5.56K +891 New
PWA
310
Principia Wealth Advisory
Texas
$4.43K +$2.63K +421 +175%
PWA
311
Physician Wealth Advisors
Utah
$4.25K – – –
PB
312
Pinnacle Bancorp
Nebraska
$4.05K – – –
GFWA
313
Grey Fox Wealth Advisors
Delaware
$3.8K +$3.54K +567 New
CHC
314
City Holding Co
West Virginia
$3.36K +$3.13K +501 New
OP
315
ORG Partners
Indiana
$3.35K – – –
OIA
316
Optimum Investment Advisors
Illinois
$3.35K +$3.12K +500 New
NS
317
NBC Securities
Alabama
$3.27K -$1.01K -162 -25%
CA
318
Crewe Advisors
Utah
$3.2K +$2.98K +477 New
JWM
319
JPL Wealth Management
Colorado
$3.12K +$2.9K +465 New
BLC
320
Brown, Lisle/Cummings
Rhode Island
$2.48K – – –
BHWM
321
Beaird Harris Wealth Management
Texas
$2.42K +$742 +119 +49%
TFA
322
Transamerica Financial Advisors
Florida
$2.38K +$2.18K +350 New
PWAM
323
Private Wealth Asset Management
Iowa
$2.12K – – –
CI
324
CX Institutional
Indiana
$2K – – –
FCAS
325
First Command Advisory Services
Texas
$1.66K – – –
11 12
13
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