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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
751
WMS Partners
Maryland
$399K -$5.84K -88 -1%
BHPW
752
Beverly Hills Private Wealth
California
$399K +$10.3K +155 +3%
LA
753
Latitude Advisors
Florida
$398K +$25.2K +380 +7%
BP
754
BBR Partners
New York
$396K -$76.3K -1,151 -16%
WIA
755
World Investment Advisors
California
$395K +$396K +5,975 New
PVI
756
Pine Valley Investments
New Jersey
$393K -$33.2K -501 -8%
GAMC
757
Garner Asset Management Corp
Texas
$393K +$23.9K +360 +6%
LWA
758
Lantern Wealth Advisors
New York
$393K +$395K +5,950 New
FHA
759
First Horizon Advisors
Tennessee
$385K +$29.3K +441 +8%
MIM
760
Moseley Investment Management
Florida
$385K -$20.6K -310 -5%
SSB
761
Sandy Spring Bank
Maryland
$385K +$59.4K +895 +18%
GPA
762
Garrison Point Advisors
California
$382K +$81.3K +1,225 +27%
RW
763
Rede Wealth
Virginia
$381K -$10.6K -160 -3%
DI
764
Diligent Investors
California
$380K +$167K +2,520 +78%
ACA
765
Aptus Capital Advisors
Alabama
$379K +$16.9K +255 +5%
DA
766
Doliver Advisors
Texas
$377K +$144K +2,172 +62%
GCP
767
Gill Capital Partners
Colorado
$376K +$14.6K +220 +4%
SW
768
SlateStone Wealth
Florida
$376K +$378K +5,695 New
IHL
769
Investment House LLC
California
$376K +$24.9K +375 +7%
TGAM
770
TBH Global Asset Management
Tennessee
$374K +$1.39K +21 +0.4%
1WA
771
180 Wealth Advisors
Washington
$374K +$380K +5,726 New
JSSH
772
J. Safra Sarasin Holding
$372K +$373K +5,625 New
MPPLM
773
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$369K +$49.2K +741 +15%
SC
774
Syon Capital
California
$368K -$44.9K -677 -11%
UB
775
UMB Bank
Missouri
$368K -$484K -7,303 -57%
29 30
31
32 33