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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
801
SteelPeak Wealth
California
$788K -$210K -1,141 -27%
BCG
802
Breakwater Capital Group
New Jersey
$786K -$141K -767 -20%
RGC
803
Roberts, Glore & Co
Illinois
$786K -$80.6K -438 -12%
SN
804
Sittner & Nelson
Oregon
$782K -$18K -98 -3%
SC
805
SMA Capital
New York
$776K +$561K +3,049 New
AGWCA
806
Annis Gardner Whiting Capital Advisors
Florida
$767K +$1.29K +7 +0.2%
WT
807
Whittier Trust
California
$765K -$11.8M -63,951 -96%
AAIM
808
American Assets Investment Management
California
$764K – – –
CT
809
Caldwell Trust
Florida
$764K +$247K +1,343 +81%
QI
810
Qtron Investments
Massachusetts
$761K -$478K -2,596 -46%
JTWM
811
Jackson Thornton Wealth Management
Alabama
$753K +$221K +1,199 +68%
IP
812
Ignite Planners
California
$751K +$16.2K +88 +3%
AFG
813
Atomi Financial Group
New York
$747K -$59.3K -322 -10%
SFG
814
Synergy Financial Group
California
$741K -$135K -735 -20%
HPWM
815
High Point Wealth Management
New Jersey
$738K – – –
AP
816
Americana Partners
Texas
$737K +$64.6K +351 +14%
MNBTD
817
Moody National Bank Trust Division
Texas
$734K +$23.9K +130 +5%
FRA
818
Frank Rimerman Advisors
California
$727K -$1.22M -6,607 -70%
GKWIM
819
Gerber Kawasaki Wealth & Investment Management
California
$710K +$14.5K +79 +3%
NP
820
NorthRock Partners
Minnesota
$699K +$117K +635 +30%
DJSG
821
D.J. St. Germain
Massachusetts
$689K – – –
PGFC
822
Peapack-Gladstone Financial Corp
New Jersey
$689K -$101K -549 -17%
RS
823
Rakuten Securities
Japan
$682K +$293K +1,590 +146%
HAG
824
HighPoint Advisor Group
Illinois
$679K +$2.21K +12 +0.5%
AIC
825
Archer Investment Corporation
Indiana
$677K -$194K -1,054 -28%
31 32
33
34 35