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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1226
Precedent Wealth Partners
Texas
$884K +$125K +1,455 +19%
SLI
1227
Sumitomo Life Insurance
Japan
$882K -$7.98K -93 -1%
FCA
1228
FLC Capital Advisors
California
$877K -$6.43K -75 -0.8%
JIP
1229
Jaffetilchin Investment Partners
Florida
$876K +$76K +886 +11%
CWM
1230
Chemistry Wealth Management
New York
$868K +$17K +198 +2%
WAG
1231
Winthrop Advisory Group
Massachusetts
$867K +$74.1K +864 +11%
CSA
1232
Cottage Street Advisors
Massachusetts
$865K -$109K -1,276 -13%
CA
1233
Continuum Advisory
Idaho
$861K +$117K +1,364 +19%
TCM
1234
Telos Capital Management
California
$859K -$63.5K -740 -8%
FCM
1235
Fairbanks Capital Management
California
$854K +$42.6K +497 +6%
LAM
1236
LifePro Asset Management
California
$853K +$750K +8,746 New
IAS
1237
IMA Advisory Services
Colorado
$848K +$746K +8,700 New
HSA
1238
HBK Sorce Advisory
Pennsylvania
$844K -$88.9K -1,036 -11%
TBWA
1239
Three Bridge Wealth Advisors
California
$843K +$29.1K +339 +4%
GS
1240
Gagnon Securities
New York
$842K -$72.5K -845 -9%
RB
1241
Renasant Bank
Mississippi
$841K +$740K +8,622 New
DFA
1242
Davies Financial Advisors
California
$840K -$39K -454 -5%
MFG
1243
Monumental Financial Group
Maryland
$840K -$114K -1,334 -13%
CS
1244
Cannell & Spears
New York
$839K -$60.1K -700 -8%
SWM
1245
Sendero Wealth Management
Texas
$839K -$86 -1 -0%
GFS
1246
GYL Financial Synergies
Connecticut
$837K +$9.7K +113 +1%
WBCM
1247
Wilson & Boucher Capital Management
California
$836K – – –
CP
1248
Capital Planning
Washington
$834K +$29.9K +348 +4%
UCB
1249
United Community Bank
South Carolina
$830K -$1.29K -15 -0.2%
GL
1250
Graypoint LLC
New York
$824K +$129K +1,498 +22%
48 49
50
51 52