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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1851
Kolinsky Wealth Management
New Jersey
$391K -$1.13K -20 -0.3%
AWM
1852
Aspire Wealth Management
Massachusetts
$391K – – –
PSF
1853
Pacific Sun Financial
California
$390K – – –
WPC
1854
Waters Parkerson & Co
Louisiana
$389K -$15.8K -280 -4%
GAMC
1855
Garner Asset Management Corp
Texas
$389K – – –
NCM
1856
Northside Capital Management
Oregon
$389K – – –
VC
1857
Veracity Capital
Georgia
$389K +$112K +1,980 +45%
CGH
1858
CMG Global Holdings
Texas
$387K – – –
NMC
1859
Nine Masts Capital
Hong Kong
$387K +$360K +6,380 New
GWM
1860
Greenwich Wealth Management
Connecticut
$386K -$56.9K -1,010 -14%
HWA
1861
HHM Wealth Advisors
Tennessee
$385K – – –
CWM
1862
Concentric Wealth Management
California
$385K -$56.4K -1,000 -14%
CBFP
1863
Cedar Brook Financial Partners
Ohio
$385K -$7.33K -130 -2%
BFO
1864
Biltmore Family Office
North Carolina
$384K – – –
VF
1865
Vest Financial
Virginia
$384K +$357K +6,330 New
AC
1866
Apella Capital
Connecticut
$384K +$5.64K +100 +2%
WRPWM
1867
Werba Rubin Papier Wealth Management
California
$384K +$356K +6,320 New
NGA
1868
Naples Global Advisors
Florida
$381K – – –
HFM
1869
Hartford Funds Management
Pennsylvania
$380K +$33.3K +590 +10%
VNA
1870
Valley National Advisers
Pennsylvania
$380K +$24.2K +430 +7%
GFA
1871
Gallagher Fiduciary Advisors
Illinois
$380K -$36.6K -650 -9%
IF
1872
Intrua Financial
Texas
$380K +$564 +10 +0.2%
EWA
1873
Evolution Wealth Advisors
Florida
$380K +$61.5K +1,090 +21%
OWP
1874
Obermeyer Wealth Partners
Colorado
$378K +$9.59K +170 +3%
WG
1875
Welch Group
Alabama
$378K +$351K +6,220 New
73 74
75
76 77