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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1601
Red Door Wealth Management
Tennessee
$482K +$143K +1,374 +39%
KI
1602
Kapitalo Investimentos
Brazil
$481K +$394K +3,795 +358%
LWM
1603
Liberty Wealth Management
California
$481K -$14.6K -141 -3%
SAM
1604
Sompo Asset Management
Japan
$479K -$62.3K -600 -11%
KP
1605
Keel Point
Alabama
$479K +$15.8K +152 +3%
WW
1606
Westshore Wealth
California
$478K +$4.05K +39 +0.8%
KAM
1607
Knightsbridge Asset Management
California
$478K -$499K -4,810 -50%
HH
1608
Hilltop Holdings
Texas
$478K -$18.2K -175 -4%
TSWM
1609
Triangle Securities Wealth Management
North Carolina
$477K -$8.82K -85 -2%
PFP
1610
Paragon Financial Partners
California
$474K -$2.7K -26 -0.5%
KW
1611
KWB Wealth
California
$474K +$497K +4,786 New
MCM
1612
Monument Capital Management
Virginia
$474K -$8.3K -80 -2%
NAS
1613
NWF Advisory Services
California
$473K – – –
LRIA
1614
Leonard Rickey Investment Advisors
Washington
$473K +$1.66K +16 +0.3%
AWM
1615
Ameliora Wealth Management
Switzerland
$473K -$404K -3,892 -45%
CAP
1616
Columbia Advisory Partners
Washington
$472K +$1.04K +10 +0.2%
AWM
1617
Aberdeen Wealth Management
Illinois
$472K +$208 +2 +0%
FWM
1618
Forza Wealth Management
Florida
$471K -$60.2K -580 -11%
AL
1619
Aspiriant LLC
California
$469K +$727 +7 +0.1%
ILI
1620
Invesco LLC (Illinois)
Illinois
$469K +$491K +4,731 New
CWA
1621
Clarus Wealth Advisors
Arizona
$467K +$51.4K +495 +11%
TIP
1622
Torray Investment Partners
Maryland
$467K – – –
KWM
1623
Kolinsky Wealth Management
New Jersey
$466K -$44.9K -433 -8%
MCM
1624
Mendel Capital Management
Arkansas
$465K +$99.7K +961 +26%
NFC
1625
Northeast Financial Consultants
Connecticut
$464K +$208 +2 +0%
63 64
65
66 67