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Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1101
180 Wealth Advisors
Washington
$866K -$7.29K -57 -1%
KP
1102
Keel Point
Alabama
$866K -$35.1K -274 -5%
EPA
1103
Element Pointe Advisors
Florida
$863K -$128 -1 -0%
SIA
1104
Soltis Investment Advisors
Utah
$862K +$22.8K +178 +4%
CCA
1105
Childress Capital Advisors
Texas
$862K +$81.4K +636 +14%
FWP
1106
Forefront Wealth Partners
Texas
$859K +$55.4K +433 +9%
GWANC
1107
Guardian Wealth Advisors (North Carolina)
North Carolina
$858K -$29K -227 -4%
GIM
1108
Guardian Investment Management
California
$858K +$656K +5,125 New
SVCP
1109
Silicon Valley Capital Partners
California
$851K -$63.6K -497 -9%
WT
1110
Whittier Trust
California
$847K +$27.4K +214 +5%
EW
1111
Elyxium Wealth
California
$847K +$4.99K +39 +0.8%
WA
1112
Waddell & Associates
Tennessee
$847K +$357K +2,790 +123%
CT
1113
Chicago Trust
Illinois
$847K +$647K +5,060 New
IA
1114
IFG Advisory
Georgia
$845K +$56K +438 +9%
IAIM
1115
International Assets Investment Management
Florida
$836K -$21.5M -168,000 -96%
WJWM
1116
Williams Jones Wealth Management
New York
$834K – – –
SP
1117
Successful Portfolios
Florida
$831K -$117K -915 -16%
NLWP
1118
Next Level Wealth Planning
Idaho
$829K +$13.3K +104 +2%
CCC
1119
Chesapeake Capital Corp
Florida
$825K +$631K +4,929 New
NFSG
1120
Newbridge Financial Services Group
Florida
$822K +$12.9K +101 +2%
ICP
1121
Interchange Capital Partners
Pennsylvania
$821K +$110K +858 +21%
KIA
1122
Knollwood Investment Advisory
Maryland
$821K -$61.8K -483 -9%
VAS
1123
Vestmark Advisory Solutions
Massachusetts
$817K -$1.5M -11,742 -71%
CCA
1124
Checchi Capital Advisers
California
$814K -$130K -1,014 -17%
CAMG
1125
CWA Asset Management Group
Florida
$813K -$61.9K -484 -9%
43 44
45
46 47