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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1026
Robertson Stephens Wealth Management
California
$759K +$98.8K +784 +16%
WW
1027
Waterfront Wealth
Kansas
$759K -$768K -6,092 -51%
BIAS
1028
Beacon Investment Advisory Services
New Jersey
$758K +$85.6K +679 +13%
ADL
1029
Asset Dedication LLC
California
$757K – – –
MFIM
1030
Mesirow Financial Investment Management
Illinois
$756K +$324K +2,574 +81%
AWA
1031
Aaron Wealth Advisors
Illinois
$756K +$112K +885 +18%
AWA
1032
Arkadios Wealth Advisors
Georgia
$756K +$177K +1,408 +32%
BJL
1033
Brighton Jones LLC
Washington
$749K -$7.81K -62 -1%
WE
1034
Wealth Effects
Massachusetts
$748K +$205K +1,630 +40%
GWMR
1035
GC Wealth Management RIA
Massachusetts
$742K -$83.2K -660 -10%
MBT
1036
Montecito Bank & Trust
California
$741K – – –
FCBT
1037
First Citizens Bank & Trust
North Carolina
$739K -$8.44K -67 -1%
FI
1038
Fosun International
China
$737K +$76.4K +606 +12%
MIFH
1039
Migdal Insurance & Financial Holdings
Israel
$735K -$438K -3,473 -38%
NSLI
1040
Nan Shan Life Insurance
Taiwan
$734K -$6.93M -55,000 -91%
FAIM
1041
Financial Advocates Investment Management
Washington
$726K -$103K -818 -13%
CIA
1042
Capital Investment Advisors
Georgia
$724K -$36.2K -287 -5%
BWG
1043
Beta Wealth Group
California
$724K -$214K -1,699 -24%
KPF
1044
K2 Principal Fund
Ontario, Canada
$723K +$693K +5,500 New
VCM
1045
Violich Capital Management
California
$723K – – –
3IP
1046
3Chopt Investment Partners
Virginia
$719K +$689K +5,468 New
CIA
1047
Concurrent Investment Advisors
Florida
$719K +$131K +1,039 +23%
EWA
1048
EverSource Wealth Advisors
Alabama
$715K +$255K +2,027 +45%
SCM
1049
Stonebridge Capital Management
California
$714K -$126K -1,000 -16%
TSWM
1050
Tyler-Stone Wealth Management
Ohio
$714K +$6.3K +50 +0.9%
40 41
42
43 44