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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1001
Prakash Investment Advisors
Massachusetts
$843K -$161K -1,000 -16%
TCWA
1002
Turtle Creek Wealth Advisors
Texas
$843K +$840K +5,234 New
ATC
1003
Argent Trust Co
Tennessee
$842K -$31.5K -196 -4%
FM
1004
Family Management
New York
$836K +$277K +1,727 +50%
RA
1005
Rubicon Advisors
California
$835K +$833K +5,190 New
BHPW
1006
Beverly Hills Private Wealth
California
$834K -$7.07K -44 -0.8%
AI
1007
Accredited Investors
Minnesota
$819K -$180K -1,124 -18%
CA
1008
Claro Advisors
Massachusetts
$817K +$8.19K +51 +1%
GBWM
1009
Granite Bay Wealth Management
New Hampshire
$816K -$35.5K -221 -4%
LAS
1010
Legacy Advisory Services
Pennsylvania
$815K – – –
AO
1011
Advisor OS
Illinois
$813K +$85.9K +535 +12%
LFG
1012
Larson Financial Group
Missouri
$813K +$15.7K +98 +2%
XWM
1013
Xcel Wealth Management
Florida
$812K -$8.83K -55 -1%
ACM
1014
AlphaStar Capital Management
North Carolina
$812K -$725K -4,518 -47%
BP
1015
Ballentine Partners
Massachusetts
$808K -$1.61M -10,055 -67%
BCM
1016
Berbice Capital Management
New York
$807K – – –
FCAS
1017
First Command Advisory Services
Texas
$806K +$11.2K +70 +1%
CPC
1018
Congress Park Capital
New York
$805K -$80.3K -500 -9%
OS
1019
Objectivity Squared
South Carolina
$804K – – –
WAG
1020
Wallace Advisory Group
California
$804K -$837K -5,216 -51%
QP
1021
Quilter Plc
United Kingdom
$799K -$54.3K -338 -6%
OWA
1022
Octavia Wealth Advisors
Ohio
$797K -$12.5K -78 -2%
TCWM
1023
Total Clarity Wealth Management
Illinois
$795K +$35K +218 +5%
FPH
1024
Financial Planning Hawaii
Hawaii
$792K +$790K +4,923 New
CA
1025
CoreCap Advisors
Michigan
$792K +$258K +1,608 +49%
39 40
41
42 43