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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1501
River Wealth Advisors
Pennsylvania
$318K -$5.41K -130 -2%
PPW
1502
Pinnacle Private Wealth
Massachusetts
$317K +$52K +1,250 +17%
ZIM
1503
Zacks Investment Management
Illinois
$316K -$5.76M -138,360 -94%
BOH
1504
Bank of Hawaii
Hawaii
$316K +$351K +8,430 New
LFG
1505
Lazard Frères Gestion
France
$315K – – –
TPA
1506
Trivium Point Advisory
Connecticut
$315K +$114K +2,740 +47%
PIMG
1507
Patriot Investment Management Group
Tennessee
$314K -$80.8K -1,940 -19%
FNBOH
1508
First National Bank of Hutchinson
Kansas
$313K – – –
MWM
1509
Minot Wealth Management
Massachusetts
$312K -$466K -11,190 -57%
CAM
1510
Close Asset Management
United Kingdom
$310K – – –
CPW
1511
Catalyst Private Wealth
California
$310K +$49.5K +1,190 +17%
JC
1512
Jacobs & Co
California
$309K – – –
FC
1513
Ferris Capital
Massachusetts
$309K +$7.49K +180 +2%
HWM
1514
Howard Wealth Management
Connecticut
$308K -$17.5K -420 -5%
VBFG
1515
Vishria Bird Financial Group
Tennessee
$308K +$17.1K +410 +5%
SA
1516
SFI Advisors
New Jersey
$307K – – –
HFP
1517
Holistic Financial Partners
Indiana
$307K +$341K +8,190 New
MAM
1518
Morse Asset Management
Connecticut
$306K -$1.43M -34,420 -81%
BOS
1519
Bank of Stockton
California
$305K -$2.08K -50 -0.6%
FWM
1520
Finer Wealth Management
Massachusetts
$305K +$4.58K +110 +1%
VWM
1521
Vigilare Wealth Management
Arizona
$305K +$339K +8,150 New
GCA
1522
Gradient Capital Advisors
California
$304K – – –
EWM
1523
Executive Wealth Management
Michigan
$304K +$2.5K +60 +0.7%
JG
1524
Jefferies Group
New York
$303K -$428K -10,290 -56%
TCM
1525
Tanaka Capital Management
New York
$302K – – –
59 60
61
62 63