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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1601
Robertson Stephens Wealth Management
California
$767K -$293K -1,277 -32%
APM
1602
a16z Perennial Management
California
$765K +$64K +279 +12%
AWM
1603
Accurate Wealth Management
Florida
$765K +$688 +3 +0.1%
UBV
1604
United Bank (Virginia)
Virginia
$762K – – –
SIM
1605
Seaview Investment Managers
Florida
$760K -$31.2K -136 -5%
AWE
1606
Avidian Wealth Enterprises
Texas
$760K +$114K +497 +23%
NWM
1607
Northwest Wealth Management
Iowa
$759K +$100K +436 +20%
WBC
1608
West Branch Capital
Massachusetts
$758K +$609K +2,656 New
WDL
1609
Well Done LLC
Michigan
$758K -$92.5K -403 -13%
IIWM
1610
Investment Insight Wealth Management
New York
$758K +$609K +2,654 New
ACS
1611
Archford Capital Strategies
Illinois
$757K -$2.75K -12 -0.5%
SA
1612
Sovran Advisors
California
$757K -$271K -1,179 -34%
MW
1613
MBL Wealth
North Carolina
$757K +$608K +2,651 New
TGAM
1614
TBH Global Asset Management
Tennessee
$756K +$52.5K +229 +9%
FCM
1615
Fortis Capital Management
Washington
$755K +$113K +493 +23%
PAS
1616
PKS Advisory Services
New York
$752K -$110K -481 -15%
BWM
1617
BNB Wealth Management
Maryland
$751K +$603K +2,630 New
KFA
1618
Kapstone Financial Advisors
Ohio
$750K – – –
LCAM
1619
London & Capital Asset Management
United Kingdom
$750K +$603K +2,628 New
DBRC
1620
D.B. Root & Company
Pennsylvania
$747K +$217K +947 +57%
RA
1621
Riverstone Advisors
Texas
$747K +$41.3K +180 +7%
TM
1622
Torren Management
California
$745K +$599K +2,609 New
ACP
1623
Aviance Capital Partners
Florida
$744K +$274K +1,196 +85%
ABLA
1624
Alan B. Lancz & Associates
Ohio
$742K -$91.8K -400 -13%
NFA
1625
Northern Financial Advisors
Michigan
$742K -$485K -2,114 -45%
63 64
65
66 67