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Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
1126
Blue Barn Wealth
Utah
$214K +$195K +2,671 New
IP
1127
Ignite Planners
California
$214K +$196K +2,686 New
MC
1128
Mathes Company
New York
$214K -$36.5K -500 -16%
BFA
1129
Bill Few Associates
Pennsylvania
$214K +$195K +2,668 New
BSHC
1130
Breed's Hill Capital
Massachusetts
$214K +$195K +2,668 New
AF
1131
Apexium Financial
Texas
$212K +$193K +2,650 New
ECM
1132
EagleClaw Capital Management
Massachusetts
$211K +$192K +2,632 New
AGWCA
1133
Annis Gardner Whiting Capital Advisors
Florida
$210K – – –
DAS
1134
Diversify Advisory Services
Utah
$209K +$191K +2,619 New
WT
1135
Washington Trust
Rhode Island
$208K – – –
OBWG
1136
Onyx Bridge Wealth Group
New York
$207K +$187K +2,558 New
CC
1137
Copperleaf Capital
North Carolina
$207K +$189K +2,585 New
VCM
1138
Violich Capital Management
California
$207K +$188K +2,581 New
NRW
1139
Nova R Wealth
Kansas
$207K +$188K +2,580 New
RWG
1140
Ratio Wealth Group
Colorado
$207K +$188K +2,576 New
PGH
1141
Partners Group Holding
Switzerland
$207K +$188K +2,576 New
PFPT
1142
Pinnacle Financial Partners (Tennessee)
Tennessee
$206K -$38.1K -522 -17%
DWM
1143
Drive Wealth Management
Utah
$205K +$187K +2,560 New
PSP
1144
Pacific Sage Partners
Washington
$205K +$187K +2,560 New
EWM
1145
Empirical Wealth Management
Washington
$204K -$22.4K -307 -11%
PWPS
1146
Pinnacle Wealth Planning Services
Ohio
$204K +$186K +2,547 New
CIAS
1147
Capital Investment Advisory Services
North Carolina
$204K +$185K +2,541 New
CWM
1148
Concentric Wealth Management
California
$203K +$185K +2,534 New
B
1149
Bellecapital
Switzerland
$202K +$184K +2,519 New
BW
1150
Bison Wealth
Georgia
$202K +$184K +2,518 New
44 45
46
47 48