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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Accurate Wealth Management
Florida
$224K -$395 -5 -0.2%
PPW
952
Parcion Private Wealth
Washington
$221K +$226K +2,861 New
HGWM
953
Horst & Graben Wealth Management
Oregon
$220K – – –
HIC
954
Hartline Investment Corp
Illinois
$220K -$215K -2,716 -49%
BCA
955
Bay Colony Advisors
Massachusetts
$220K -$126K -1,600 -36%
ST
956
Spinnaker Trust
Maine
$219K – – –
SEIA
957
Signature Estate & Investment Advisors
California
$217K +$12.3K +156 +6%
FPCP
958
Fort Point Capital Partners
California
$216K – – –
CA
959
Claro Advisors
Massachusetts
$213K -$59.3K -750 -21%
NG
960
Norden Group
Utah
$213K +$218K +2,758 New
SW
961
Solidarity Wealth
Utah
$212K -$2.37K -30 -1%
WPC
962
Wedmont Private Capital
Pennsylvania
$212K -$101K -1,283 -31%
FG
963
Fairman Group
Pennsylvania
$212K – – –
GFPC
964
Global Financial Private Client
Florida
$212K – – –
TCM
965
Triumph Capital Management
Colorado
$212K -$6.4K -81 -3%
BP
966
Ballentine Partners
Massachusetts
$211K +$216K +2,737 New
BCV
967
Banque Cantonale Vaudoise
Switzerland
$211K +$62.3K +789 +41%
YIA
968
YHB Investment Advisors
Connecticut
$211K +$1.98K +25 +0.9%
WJA
969
Willis Johnson & Associates
Texas
$211K +$11.8K +149 +6%
GPA
970
Guerra Pan Advisors
New Jersey
$209K +$10.1K +128 +5%
FNBT
971
FineMark National Bank & Trust
Florida
$209K +$214K +2,708 New
KHCM
972
Kirtland Hills Capital Management
Ohio
$207K +$264K +3,347 New
AFP
973
Ausdal Financial Partners
Iowa
$207K -$21.4K -271 -9%
PFG
974
Prosperity Financial Group
California
$207K – – –
GI
975
GAMCO Investors
Connecticut
$207K +$212K +2,680 New
37 38
39
40 41