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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1601
Portside Wealth Group
Utah
$22.8M +$394K +2,148 +2%
GPWM
1602
Grant Private Wealth Management
California
$22.7M +$3.34M +18,222 +16%
DE
1603
Diversified Enterprises
Delaware
$22.7M +$460K +2,505 +2%
A
1604
Argentarii
Ohio
$22.7M +$420K +2,288 +2%
PWAM
1605
Park West Asset Management
California
$22.7M +$11.9M +65,000 +100%
WAM
1606
Weatherly Asset Management
California
$22.7M -$544K -2,967 -2%
FFA
1607
Fragasso Financial Advisors
Pennsylvania
$22.6M +$4.43M +24,153 +23%
RS
1608
Rakuten Securities
Japan
$22.6M -$11M -60,045 -32%
NCM
1609
NCM Capital Management
New Jersey
$22.6M -$427K -2,326 -2%
VCM
1610
Valiant Capital Management
California
$22.6M -$2.27M -12,400 -9%
RS
1611
Robeco Schweiz
Switzerland
$22.6M – – –
PT
1612
Plimoth Trust
Massachusetts
$22.6M +$714K +3,894 +3%
NRS
1613
Neville Rodie & Shaw
New York
$22.6M +$19.4K +106 +0.1%
AWM
1614
Affinity Wealth Management
Delaware
$22.5M -$121K -657 -0.5%
BPH
1615
Boundless Plain Holdings
$22.4M – – –
BHIA
1616
Birch Hill Investment Advisors
Massachusetts
$22.4M +$1.76M +9,584 +8%
TYCC
1617
Texas Yale Capital Corp
Florida
$22.4M -$414K -2,257 -2%
TCA
1618
Transcend Capital Advisors
New Jersey
$22.4M +$1.2M +6,547 +5%
TL
1619
Tradewinds LLC
North Carolina
$22.3M -$2.77M -15,090 -12%
BFG
1620
Berger Financial Group
Minnesota
$22.3M -$297K -1,621 -1%
STAS
1621
Strong Tower Advisory Services
Minnesota
$22.3M -$859K -4,680 -4%
SFG
1622
SageGuard Financial Group
Tennessee
$22.2M -$2.42M -13,192 -9%
AP
1623
Anchyra Partners
Georgia
$22.2M -$146K -797 -0.6%
DWM
1624
Destination Wealth Management
California
$22.2M +$3.24M +17,640 +16%
SWA
1625
SOA Wealth Advisors
New York
$22.2M +$143K +780 +0.5%
63 64
65
66 67