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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
3101
Global Financial Private Client
Florida
$6.65M -$50.3K -118 -0.7%
DWA
3102
Delap Wealth Advisory
Oregon
$6.63M +$258K +605 +4%
EL
3103
Essex LLC
Illinois
$6.62M -$242K -569 -3%
MF
3104
Manchester Financial
California
$6.61M +$1.39M +3,263 +26%
TW
3105
Traveka Wealth
California
$6.61M +$499K +1,171 +8%
UCB
3106
United Community Bank
South Carolina
$6.6M -$52.4K -123 -0.8%
CWP
3107
Curated Wealth Partners
California
$6.6M -$25.1K -59 -0.4%
MPPW
3108
Mitchell & Pahl Private Wealth
Oklahoma
$6.59M -$66K -155 -1%
WAL
3109
W Advisors LLC
Tennessee
$6.59M +$47.3K +111 +0.7%
GSWM
3110
Greenup Street Wealth Management
Michigan
$6.58M +$1.8M +4,226 +37%
CWA
3111
CM Wealth Advisors
Ohio
$6.58M -$102K -240 -2%
CPA
3112
Capital Performance Advisors
California
$6.58M +$237K +556 +4%
QPWM
3113
Quadrant Private Wealth Management
Pennsylvania
$6.58M +$386K +906 +6%
RCM
3114
Regency Capital Management
Hawaii
$6.58M +$118K +276 +2%
BHA
3115
Beech Hill Advisors
New York
$6.57M +$75.8K +178 +1%
PWS
3116
Peterson Wealth Services
Utah
$6.56M -$70.3K -165 -1%
TDB
3117
Thompson David Blair
$6.55M +$6.62M +15,547 New
EFH
3118
Eaton Financial Holdings
Florida
$6.55M -$31.1K -73 -0.5%
HG
3119
Herbst Group
Connecticut
$6.54M -$546K -1,283 -8%
MAG
3120
MRA Advisory Group
New Jersey
$6.54M -$329K -773 -5%
SLC
3121
Second Line Capital
Louisiana
$6.54M +$184K +432 +3%
WG
3122
Watchman Group
Texas
$6.53M -$108K -254 -2%
IIA
3123
ICW Investment Advisors
Arizona
$6.52M +$28.5K +67 +0.4%
RWA
3124
Redhawk Wealth Advisors
Minnesota
$6.52M +$116K +273 +2%
BIA
3125
Benchmark Investment Advisors
Illinois
$6.51M +$909K +2,135 +16%
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