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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
826
Clear Creek Financial Management
Washington
$746K +$40.7K +407 +7%
SB
827
Strategic Blueprint
Georgia
$742K +$88.5K +885 +16%
FWM
828
Focused Wealth Management
New York
$741K – – –
TGAM
829
TBH Global Asset Management
Tennessee
$734K +$16.1K +161 +3%
BOJHT
830
Bank of Jackson Hole Trust
Wyoming
$734K – – –
AI
831
Accredited Investors
Minnesota
$733K – – –
SWA
832
Sax Wealth Advisors
New Jersey
$732K +$7.8K +78 +1%
CWM
833
Centurion Wealth Management
Virginia
$731K +$10.3K +103 +2%
OCM
834
Octahedron Capital Management
California
$727K +$630K +6,300 New
STA
835
Summit Trail Advisors
New York
$726K +$304K +3,043 +94%
CNWM
836
Clay Northam Wealth Management
California
$724K +$122K +1,220 +24%
AG
837
Ascent Group
Virginia
$724K +$89.9K +899 +17%
FPAS
838
Focus Partners Advisor Solutions
Missouri
$723K -$29.7K -297 -5%
MFS
839
Miller Financial Services
Michigan
$721K +$29K +290 +5%
CWMK
840
Caliber Wealth Management (Kansas)
Kansas
$720K +$175K +1,754 +39%
BS
841
Banco Santander
Spain
$718K -$10.1M -101,062 -94%
BFG
842
Birch Financial Group
New Hampshire
$717K -$7.3K -73 -1%
OWP
843
Obermeyer Wealth Partners
Colorado
$714K +$133K +1,328 +27%
GPA
844
Garrison Point Advisors
California
$711K -$38.5K -385 -6%
SIC
845
Schwartz Investment Counsel
Michigan
$709K +$90K +900 +17%
CIAS
846
Capital Investment Advisory Services
North Carolina
$708K +$89.4K +894 +17%
JWM
847
JGP Wealth Management
Oregon
$705K +$108K +1,080 +21%
TCM
848
Traynor Capital Management
Pennsylvania
$702K -$35.9K -359 -5%
QP
849
Quilter Plc
United Kingdom
$700K – – –
RFC
850
Regions Financial Corp
Alabama
$698K +$245K +2,451 +68%
32 33
34
35 36