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Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
4026
Ted Buchan & Co
California
$2.98M +$101K +242 +3%
CA
4027
Carson Advisory
Georgia
$2.98M +$153K +366 +5%
PFWA
4028
Paces Ferry Wealth Advisors
Georgia
$2.98M +$418 +1 +0%
BWM
4029
BankPlus Wealth Management
Mississippi
$2.97M +$357K +852 +12%
MFS
4030
Monetta Financial Services
Illinois
$2.96M -$1.46M -3,500 -30%
MWA
4031
Motive Wealth Advisors
Michigan
$2.96M -$52.3K -125 -2%
AAP
4032
Ardsley Advisory Partners
Connecticut
$2.96M -$5.94M -14,200 -64%
AFA
4033
Allium Financial Advisors
Oregon
$2.96M -$42.7K -102 -1%
CTWM
4034
Cherry Tree Wealth Management
Minnesota
$2.96M +$3.35K +8 +0.1%
ECAM
4035
East Coast Asset Management
Massachusetts
$2.96M -$136K -326 -4%
GWI
4036
Grace & White Inc
New York
$2.95M – – –
HHGA
4037
Halbert Hargrove Global Advisors
California
$2.95M -$202K -483 -6%
BCM
4038
BluePath Capital Management
Georgia
$2.95M +$36.4K +87 +1%
RWI
4039
Red Wave Investments
Pennsylvania
$2.95M – – –
HCG
4040
Haven Capital Group
California
$2.95M +$23.4K +56 +0.7%
AIM
4041
Avanda Investment Management
Singapore
$2.95M +$820K +1,960 +33%
ACM
4042
AUA Capital Management
Pennsylvania
$2.95M – – –
BWM
4043
BAM Wealth Management
Colorado
$2.94M +$126K +302 +4%
KFS
4044
Kaizen Financial Strategies
California
$2.94M -$219K -524 -7%
SMWM
4045
Silvia McColl Wealth Management
California
$2.94M -$1.25K -3 -0%
FA
4046
Fiducient Advisors
Illinois
$2.94M -$454K -1,084 -12%
SPI
4047
Sutton Place Investors
New York
$2.93M +$94.6K +226 +3%
LWM
4048
LeConte Wealth Management
Tennessee
$2.93M -$604K -1,443 -15%
KC
4049
Katamaran Capital
United Kingdom
$2.93M -$5.62M -13,430 -63%
SGCM
4050
Sanchez Gaunt Capital Management
Nevada
$2.93M +$3.31M +7,902 New
160 161
162
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