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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1501
Waldron Private Wealth
Pennsylvania
$425K – – –
FAT
1502
First American Trust
California
$423K -$11.5K -114 -3%
PBK
1503
Peoples Bank (Kansas)
Kansas
$423K -$5.04K -50 -1%
SL
1504
Sentinus LLC
Illinois
$422K -$90.2K -896 -18%
LA
1505
LVW Advisors
New York
$421K +$60.1K +597 +17%
PW
1506
Potentia Wealth
California
$421K – – –
RDWM
1507
Red Door Wealth Management
Tennessee
$421K -$82.6K -820 -17%
RIP
1508
RAM Investment Partners
Washington
$419K -$34.3K -341 -8%
AA
1509
Advisory Advocates
Michigan
$418K +$126K +1,247 +44%
PP
1510
Patten & Patten
Tennessee
$418K – – –
SVCP
1511
Silicon Valley Capital Partners
California
$417K -$59.7K -593 -13%
RI
1512
RWWM Inc
California
$417K +$504 +5 +0.1%
TWM
1513
TriaGen Wealth Management
California
$416K – – –
TWA
1514
TCI Wealth Advisors
Arizona
$416K -$43.2K -429 -10%
SIM
1515
Stratos Investment Management
Ohio
$416K +$7.25K +72 +2%
PSP
1516
Principal Street Partners
Tennessee
$416K +$27.7K +275 +7%
SIC
1517
Salem Investment Counselors
North Carolina
$415K -$12.1K -120 -3%
GCM
1518
Gables Capital Management
Florida
$415K +$101K +1,000 +33%
CA
1519
CoreCap Advisors
Michigan
$415K +$2.72K +27 +0.7%
GSC
1520
G&S Capital
Colorado
$414K +$1.91K +19 +0.5%
NWMG
1521
National Wealth Management Group
Ohio
$413K +$38.5K +382 +10%
GS
1522
Gagnon Securities
New York
$413K -$2.62K -26 -0.6%
GPA
1523
Garrison Point Advisors
California
$413K – – –
EFA
1524
Evernest Financial Advisors
Indiana
$413K +$5.04K +50 +1%
ACM
1525
Accent Capital Management
Ohio
$413K +$396K +3,937 +3,898%
59 60
61
62 63