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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1276
Encompass Wealth Advisors
Oregon
$528K +$75 +1 +0%
TTWM
1277
TCV Trust & Wealth Management
Virginia
$528K -$3.95K -53 -0.7%
CA
1278
CoreCap Advisors
Michigan
$528K +$236K +3,162 +72%
FA
1279
Fountainhead AM
New Jersey
$526K +$2.83K +38 +0.5%
MPWT
1280
MassMutual Private Wealth & Trust
Connecticut
$523K +$26.2K +352 +5%
HCG
1281
Haven Capital Group
California
$522K -$820 -11 -0.1%
MBT
1282
Montecito Bank & Trust
California
$521K +$557K +7,477 New
PWG
1283
Portside Wealth Group
Utah
$521K +$66.8K +896 +14%
IUHSA
1284
Itau Unibanco Holding S.A.
Brazil
$521K +$557K +7,468 New
BPCE
1285
Bank Pictet & Cie (Europe)
Germany
$520K -$11.6M -155,865 -95%
CCA
1286
Cadent Capital Advisors
Oklahoma
$519K +$555K +7,442 New
CA
1287
Claro Advisors
Massachusetts
$517K -$15.6K -209 -3%
SCM
1288
SCS Capital Management
Massachusetts
$513K -$354K -4,749 -39%
BIAS
1289
Beacon Investment Advisory Services
New Jersey
$513K +$3.95K +53 +0.7%
ACGA
1290
Atlanta Consulting Group Advisors
Georgia
$513K -$5.96K -80 -1%
TWP
1291
Tempus Wealth Planning
California
$513K +$24.4K +328 +5%
PAG
1292
Private Advisory Group
Washington
$512K +$12.7K +170 +2%
PPW
1293
Parcion Private Wealth
Washington
$509K +$4.25K +57 +0.8%
SI
1294
Severin Investments
Missouri
$508K +$543K +7,284 New
ABWM
1295
Alpine Bank Wealth Management
Colorado
$505K +$25.8K +346 +5%
BCV
1296
Banque Cantonale Vaudoise
Switzerland
$505K +$171K +2,290 +46%
MWAM
1297
Manhattan West Asset Management
California
$505K -$32.9K -442 -6%
IPWA
1298
International Private Wealth Advisors
California
$504K +$75 +1 +0%
SL
1299
Sentry LLC
Tennessee
$502K – – –
SCA
1300
Stokes Capital Advisors
South Carolina
$502K -$198K -2,660 -27%
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