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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2726
Bordeaux Wealth Advisors
California
$5M +$157K +616 +4%
HWP
2727
Highline Wealth Partners
California
$4.99M +$241K +944 +6%
IIM
2728
InTrack Investment Management
Vermont
$4.99M +$415K +1,627 +10%
TWI
2729
Thomas White International
Illinois
$4.98M +$294K +1,151 +7%
TCWA
2730
Ten Capital Wealth Advisors
Washington
$4.98M +$114K +448 +3%
CCM
2731
Cox Capital Management
Massachusetts
$4.94M +$56.6K +222 +1%
CP
2732
CenterBook Partners
Connecticut
$4.94M -$622K -2,438 -12%
FFC
2733
First Financial Corp
Indiana
$4.93M -$68.9K -270 -2%
NCM
2734
Noesis Capital Mangement
Florida
$4.93M -$49K -192 -1%
OHWP
2735
Oak Harbor Wealth Partners
North Carolina
$4.93M +$248K +971 +6%
MCA
2736
Millennium Capital Advisors
Arkansas
$4.93M +$28.8K +113 +0.7%
JE
2737
JMAC Enterprises
Pennsylvania
$4.92M +$86K +337 +2%
AA
2738
Apriem Advisors
California
$4.92M +$116K +455 +3%
TCM
2739
Tradewinds Capital Management
Washington
$4.9M +$115K +452 +3%
NRWA
2740
North Ridge Wealth Advisors
Oregon
$4.9M +$4.34M +17,005 New
MFS
2741
Monetta Financial Services
Illinois
$4.9M – – –
RIM
2742
Redwood Investment Management
Arizona
$4.89M -$2.55M -9,998 -37%
PK
2743
Pflug Koory
Nebraska
$4.89M -$2.04K -8 -0%
AWM
2744
Atticus Wealth Management
Florida
$4.87M -$799K -3,134 -16%
JF
2745
JSF Financial
California
$4.87M +$620K +2,431 +17%
AIM
2746
Aspen Investment Management
Michigan
$4.87M -$362K -1,418 -8%
EWM
2747
Evermay Wealth Management
Virginia
$4.87M -$111K -434 -3%
HFRG
2748
Houlihan Financial Resource Group
Virginia
$4.86M -$108K -424 -2%
QPWM
2749
Quadrant Private Wealth Management
Pennsylvania
$4.86M -$1.44M -5,636 -25%
AFA
2750
AllGen Financial Advisors
Florida
$4.85M -$1.01M -3,972 -19%
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