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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
2101
Bartlett & Co Wealth Management
Ohio
$919K +$386K +4,379 +77%
PA
2102
PFG Advisors
Arizona
$918K +$148K +1,682 +21%
AA
2103
Armis Advisers
Georgia
$917K +$108K +1,224 +13%
CWM
2104
Connecticut Wealth Management
Connecticut
$916K -$4.41K -50 -0.5%
PWP
2105
Private Wealth Partners
California
$915K +$2.38K +27 +0.3%
HTIM
2106
Harbour Trust & Investment Management
Indiana
$914K +$7.05K +80 +0.8%
AA
2107
Ahara Advisors
New Jersey
$914K +$838K +9,510 New
VCM
2108
Vivaldi Capital Management
Illinois
$914K +$40.1K +455 +5%
LIM
2109
Letson Investment Management
Georgia
$913K +$837K +9,500 New
WAAG
2110
Wealth Alliance Advisory Group
Kansas
$912K +$53.4K +606 +7%
FM
2111
Family Management
New York
$911K +$375K +4,255 +81%
SSC
2112
Syverson Strege & Co
Iowa
$911K -$114K -1,292 -12%
JWM
2113
Jupiter Wealth Management
Colorado
$911K +$106K +1,200 +13%
CWWM
2114
Clear Wave Wealth Management
New Jersey
$910K +$834K +9,462 New
EFG
2115
Elevated Financial Group
Indiana
$910K +$11.9K +135 +1%
CPWM
2116
Cypress Point Wealth Management
Texas
$909K +$493K +5,593 +145%
EWM
2117
Elmwood Wealth Management
California
$909K +$833K +9,452 New
PFS
2118
Prospect Financial Services
New York
$906K +$532K +6,041 +178%
HWM
2119
Hohimer Wealth Management
Washington
$906K +$314K +3,559 +61%
BWS
2120
Buck Wealth Strategies
Colorado
$906K +$117K +1,325 +16%
JWM
2121
JGP Wealth Management
Oregon
$906K -$67.4K -765 -8%
5NPW
2122
55 North Private Wealth
Florida
$905K +$97.3K +1,104 +13%
CSPIA
2123
Cary Street Partners Investment Advisory
Virginia
$904K +$12.8K +145 +2%
KIA
2124
KCM Investment Advisors
California
$903K -$65.6K -744 -7%
PA
2125
Persium Advisors
Georgia
$903K +$828K +9,395 New
83 84
85
86 87