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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
1676
Paces Ferry Wealth Advisors
Georgia
$459K +$257K +1,933 +95%
LI
1677
Lafayette Investments
Maryland
$458K +$129K +967 +32%
AIA
1678
Avalon Investment & Advisory
Texas
$457K -$867K -6,511 -62%
IA
1679
IFG Advisors
Missouri
$457K -$16K -120 -3%
CWP
1680
Curated Wealth Partners
California
$457K – – –
RPWA
1681
Regent Peak Wealth Advisors
Georgia
$456K +$39.1K +294 +8%
WAL
1682
W Advisors LLC
Tennessee
$455K – – –
BFPW
1683
BOK Financial Private Wealth
Colorado
$455K +$172K +1,293 +49%
GCM
1684
Gables Capital Management
Florida
$454K -$183K -1,375 -26%
ZIG
1685
Zullo Investment Group
Pennsylvania
$454K +$110K +828 +27%
LA
1686
LVW Advisors
New York
$453K -$16.8K -126 -3%
SKK
1687
Shepherd Kaplan Krochuk
Massachusetts
$451K -$67.9K -510 -12%
ECG
1688
Edge Capital Group
Georgia
$451K +$196K +1,476 +61%
MIG
1689
McGuire Investment Group
Rhode Island
$450K +$61.2K +460 +13%
ARG
1690
Advisory Resource Group
Oklahoma
$450K +$223K +1,673 +75%
FFG
1691
Ford Financial Group
California
$449K +$37.7K +283 +8%
FPCP
1692
Fort Point Capital Partners
California
$449K +$133K +1,000 +35%
VWM
1693
Vigilare Wealth Management
Arizona
$448K -$321K -2,409 -38%
RSWM
1694
Robertson Stephens Wealth Management
California
$448K +$201K +1,513 +64%
CAG
1695
Csenge Advisory Group
Florida
$448K +$227K +1,708 +79%
W
1696
WealthOne
New York
$446K +$2.53K +19 +0.5%
EFL
1697
ERn Financial LLC
Wisconsin
$446K +$513K +3,854 New
PHS
1698
Pekin Hardy Strauss
Illinois
$444K -$659K -4,949 -56%
MPCG
1699
Matrix Private Capital Group
New York
$444K -$532 -4 -0.1%
TFS
1700
TrustCore Financial Services
Tennessee
$443K -$190K -1,424 -27%
66 67
68
69 70