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Name Holding Trade Value Shares
Change 		Change in
Stake
1W
1501
1776 Wealth
Georgia
$489K – – –
HWP
1502
Highline Wealth Partners
California
$487K +$20.2K +105 +4%
ESB
1503
Essex Savings Bank
Connecticut
$486K -$10.6K -55 -2%
VFA
1504
Values First Advisors
Tennessee
$483K -$99.3K -515 -15%
IIA
1505
Integral Investment Advisors
California
$481K +$107K +555 +23%
APW
1506
Austin Private Wealth
Texas
$479K – – –
CPRC
1507
Consolidated Portfolio Review Corp
New York
$479K +$5.78K +30 +1%
CAM
1508
Creekmur Asset Management
Illinois
$478K -$472K -2,450 -45%
TCM
1509
TD Capital Management
Tennessee
$478K -$59.8K -310 -9%
AWM
1510
Avior Wealth Management
Nebraska
$478K -$31.8K -165 -5%
CAS
1511
Coppell Advisory Solutions
Texas
$476K -$12.5K -65 -3%
CCA
1512
Childress Capital Advisors
Texas
$476K -$35.7K -185 -6%
BFM
1513
Boothbay Fund Management
New York
$475K -$13.5M -69,895 -96%
OWP
1514
Obermeyer Wealth Partners
Colorado
$475K +$248K +1,285 +76%
TCBWMS
1515
Texas Capital Bank Wealth Management Services
Texas
$475K +$575K +2,985 New
AIM
1516
Advyzon Investment Management
Illinois
$474K +$573K +2,975 New
WMP
1517
Wealth Management Partners
Arizona
$474K -$2.89K -15 -0.5%
DP
1518
Dearborn Partners
Illinois
$473K +$49.1K +255 +9%
SBIA
1519
Sheaff Brock Investment Advisors
Indiana
$471K -$4.82K -25 -0.8%
SIM
1520
Stratos Investment Management
Ohio
$469K +$568K +2,945 New
VBCG
1521
Valley Brook Capital Group
Pennsylvania
$467K +$122K +635 +28%
KRW
1522
Kaufman Rossin Wealth
Florida
$467K +$565K +2,930 New
SFS
1523
Stiles Financial Services
Minnesota
$466K -$28.9K -150 -5%
CFO
1524
CVA Family Office
Colorado
$466K -$6.75K -35 -1%
RCA
1525
Resonant Capital Advisors
Wisconsin
$463K +$14.5K +75 +3%
59 60
61
62 63