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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1451
Angeles Wealth Management
California
$299K -$41.7K -1,260 -13%
CWM
1452
C2C Wealth Management
Arizona
$298K -$697K -21,050 -70%
NHC
1453
Nicholas Hoffman & Company
Georgia
$297K -$123K -3,720 -30%
EWA
1454
Evolution Wealth Advisors
Florida
$297K +$19.2K +580 +7%
APW
1455
Aurora Private Wealth
New Jersey
$296K -$331 -10 -0.1%
HT
1456
HighTower Trust
Texas
$296K +$331 +10 +0.1%
FTWA
1457
Fifth Third Wealth Advisors
Ohio
$296K +$283K +8,560 New
WC
1458
Waterloo Capital
Texas
$296K +$283K +8,560 New
RWP
1459
Ridgecrest Wealth Partners
California
$295K – – –
CWA
1460
Clarity Wealth Advisors
California
$295K +$2.65K +80 +0.9%
KA
1461
Klingman & Associates
New York
$293K -$1.66K -50 -0.6%
GCA
1462
Gradient Capital Advisors
California
$292K – – –
AMR
1463
Asset Management Resources
Massachusetts
$292K +$30.8K +930 +12%
KHC
1464
Koesten Hirschmann & Crabtree
Kansas
$292K +$331 +10 +0.1%
FI
1465
Financial Insights
Washington
$292K +$40.7K +1,230 +17%
BFS
1466
Bradley Foster & Sargent
Connecticut
$292K +$279K +8,440 New
CWP
1467
Cyndeo Wealth Partners
Florida
$291K -$19.5K -590 -7%
LWM
1468
Laidlaw Wealth Management
New York
$289K -$66.2K -2,000 -19%
GC
1469
Gilbert & Cook
Iowa
$288K +$276K +8,340 New
NCM
1470
Next Capital Management
New York
$287K – – –
LCWP
1471
Legacy Capital Wealth Partners
Arkansas
$287K +$275K +8,300 New
AI
1472
Accredited Investors
Minnesota
$286K – – –
SIG
1473
Stonegate Investment Group
Alabama
$286K +$5.96K +180 +2%
FHC
1474
First Heartland Consultants
Missouri
$285K -$19.2K -580 -7%
DP
1475
Dearborn Partners
Illinois
$283K -$9.93K -300 -4%
57 58
59
60 61