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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
976
Perigon Wealth Management
California
$131K +$122K +1,160 New
RFA
977
Reilly Financial Advisors
California
$128K -$8.4K -80 -7%
WB
978
Webster Bank
Connecticut
$125K +$115K +1,100 New
HWA
979
Heritage Wealth Advisors
Virginia
$113K – – –
TCOV
980
Trust Company of Vermont
Vermont
$113K – – –
LF
981
Lee Financial
Texas
$113K +$47.2K +450 +82%
SIC
982
Salem Investment Counselors
North Carolina
$113K +$105K +1,000 New
GWS
983
Glassman Wealth Services
Virginia
$112K +$12.6K +120 +14%
HPC
984
HM Payson & Co
Maine
$111K -$23.1K -220 -18%
GI
985
GS Investments
Minnesota
$108K – – –
MWP
986
Meridian Wealth Partners
Pennsylvania
$106K +$5.25K +50 +6%
FCH
987
Freestone Capital Holdings
Washington
$99.6K -$18.9K -180 -17%
FWM
988
Focused Wealth Management
New York
$95K +$63K +600 +250%
MIFH
989
Migdal Insurance & Financial Holdings
Israel
$93K -$14.6M -139,060 -99%
PP
990
PrairieView Partners
Minnesota
$91K – – –
MWA
991
Moser Wealth Advisors
Washington
$88K +$44.1K +420 +117%
HH
992
HWG Holdings
Texas
$88K +$72.4K +690 +767%
SAM
993
Simplify Asset Management
Nevada
$88K +$81.9K +780 New
IAIM
994
International Assets Investment Management
Florida
$87K +$80.8K +770 New
HWA
995
HHM Wealth Advisors
Tennessee
$86K +$79.8K +760 New
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$85K -$24.1K -230 -23%
JCM
997
Jacobi Capital Management
Pennsylvania
$83K +$66.1K +630 +630%
FPA
998
First Pacific Advisors
California
$83K +$76.6K +730 New
FHA
999
First Horizon Advisors
Tennessee
$81K +$18.9K +180 +33%
AWM
1000
Avondale Wealth Management
Texas
$80K +$12.6K +120 +20%
38 39
40
41 42