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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2101
Focused Wealth Management
New York
$145K +$3.15K +31 +2%
SIM
2102
Sentry Investment Management
Wisconsin
$143K -$87.2K -857 -36%
AAP
2103
Arax Advisory Partners
Colorado
$141K -$251K -2,468 -62%
CCM
2104
Chilton Capital Management
Texas
$141K +$29.4K +289 +24%
PCTC
2105
Perkins Coie Trust Company
Washington
$140K – – –
TFA
2106
Transamerica Financial Advisors
Florida
$138K -$577K -5,675 -79%
CTWM
2107
Cherry Tree Wealth Management
Minnesota
$137K -$7.93K -78 -5%
OC
2108
Oakworth Capital
Alabama
$136K +$3.66K +36 +3%
FMB
2109
Field & Main Bank
Kentucky
$136K +$1.53K +15 +1%
BCFD
2110
Boit C.F. David
$136K – – –
CYG
2111
Clean Yield Group
Vermont
$135K – – –
AF
2112
Advisornet Financial
Minnesota
$135K -$8.85K -87 -6%
TFM
2113
TFC Financial Management
Massachusetts
$133K +$610 +6 +0.4%
DWS
2114
Dynamic Wealth Strategies
California
$131K +$2.34K +23 +2%
LI
2115
LRI Investments
Florida
$129K +$140K +1,374 New
JWM
2116
Janiczek Wealth Management
Colorado
$128K -$17.2K -169 -11%
RWM
2117
Raffa Wealth Management
District of Columbia
$126K +$125K +1,226 +1,022%
TCA
2118
Trifecta Capital Advisors
Illinois
$125K – – –
MIFH
2119
Migdal Insurance & Financial Holdings
Israel
$123K +$1.22K +12 +0.9%
WWP
2120
WR Wealth Planners
Missouri
$123K +$133K +1,305 New
CT
2121
Clearstead Trust
Maine
$121K -$324K -3,187 -71%
BHWM
2122
Beaird Harris Wealth Management
Texas
$119K +$5.8K +57 +5%
BCP
2123
Blue Chip Partners
Michigan
$116K -$37.7K -371 -23%
FA
2124
Financial Avengers
California
$112K +$407 +4 +0.3%
JSAM
2125
J. Safra Asset Management
New York
$112K +$31.1K +306 +35%
83 84
85
86 87