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Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1601
Union Savings Bank
Connecticut
$172K – – –
JWM
1602
Janiczek Wealth Management
Colorado
$172K +$2.27K +15 +1%
RS
1603
Rakuten Securities
Japan
$165K -$16.7K -110 -9%
FPFS
1604
First Personal Financial Services
North Carolina
$164K – – –
CA
1605
Crewe Advisors
Utah
$160K +$159K +1,050 New
W
1606
WealthCollab
Washington
$158K – – –
RIL
1607
Rothschild Investment LLC
Illinois
$158K +$10.6K +70 +7%
UCB
1608
United Community Bank
South Carolina
$152K -$3.79K -25 -2%
MA
1609
Montag & Associates
Georgia
$150K -$28.8K -190 -16%
DPW
1610
DiNuzzo Private Wealth
Pennsylvania
$149K – – –
HBW
1611
Hazlett, Burt & Watson
West Virginia
$147K +$37.1K +245 +34%
EDRH
1612
Edmond de Rothschild Holding
Switzerland
$146K -$71.2K -470 -33%
MIFH
1613
Migdal Insurance & Financial Holdings
Israel
$146K -$1.05M -6,950 -88%
WPWM
1614
Western Pacific Wealth Management
Illinois
$143K -$9.85K -65 -6%
KFS
1615
Kelly Financial Services
Massachusetts
$141K +$37.1K +245 +36%
PIA
1616
Perennial Investment Advisors
California
$138K +$137K +905 New
RFA
1617
Register Financial Advisors
Georgia
$138K +$137K +905 New
WIM
1618
Westside Investment Management
California
$134K – – –
CWC
1619
Carolinas Wealth Consulting
North Carolina
$134K -$31.1K -205 -19%
BCMLT
1620
Beacon Capital Management LLC (Tennessee)
Tennessee
$133K +$28K +185 +27%
POIA
1621
Pin Oak Investment Advisors
Texas
$133K -$41.7K -275 -24%
NRG
1622
Nemes Rush Group
Michigan
$127K +$34.8K +230 +38%
HIIFS
1623
Harel Insurance Investments & Financial Services
Israel
$126K -$20.5K -135 -14%
OCM
1624
Osterweis Capital Management
California
$125K – – –
MCM
1625
MV Capital Management
Maryland
$117K -$1.51K -10 -1%
63 64
65
66 67