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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
976
Heritage Wealth Advisors
Virginia
$113K – – –
TCOV
977
Trust Company of Vermont
Vermont
$113K – – –
LF
978
Lee Financial
Texas
$113K +$47.2K +450 +82%
SIC
979
Salem Investment Counselors
North Carolina
$113K +$105K +1,000 New
GWS
980
Glassman Wealth Services
Virginia
$112K +$12.6K +120 +14%
HPC
981
HM Payson & Co
Maine
$111K -$23.1K -220 -18%
GI
982
GS Investments
Minnesota
$108K – – –
MWP
983
Meridian Wealth Partners
Pennsylvania
$106K +$5.25K +50 +6%
FCH
984
Freestone Capital Holdings
Washington
$99.6K -$18.9K -180 -17%
FWM
985
Focused Wealth Management
New York
$95K +$63K +600 +250%
MIFH
986
Migdal Insurance & Financial Holdings
Israel
$93K -$14.6M -139,060 -99%
PP
987
PrairieView Partners
Minnesota
$91K – – –
MWA
988
Moser Wealth Advisors
Washington
$88K +$44.1K +420 +117%
HH
989
HWG Holdings
Texas
$88K +$72.4K +690 +767%
SAM
990
Simplify Asset Management
Nevada
$88K +$81.9K +780 New
IAIM
991
International Assets Investment Management
Florida
$87K +$80.8K +770 New
HWA
992
HHM Wealth Advisors
Tennessee
$86K +$79.8K +760 New
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$85K -$24.1K -230 -23%
JCM
994
Jacobi Capital Management
Pennsylvania
$83K +$66.1K +630 +630%
FPA
995
First Pacific Advisors
California
$83K +$76.6K +730 New
FHA
996
First Horizon Advisors
Tennessee
$81K +$18.9K +180 +33%
AWM
997
Avondale Wealth Management
Texas
$80K +$12.6K +120 +20%
CWA
998
Clearview Wealth Advisors
Oregon
$80K +$74.5K +710 New
TF
999
TimeScale Financial
Massachusetts
$79K – – –
WT
1000
Whittier Trust
California
$77K +$71.4K +680 New
38 39
40
41 42