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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
751
Revolve Wealth Partners
New Jersey
$5.46M +$5.2M +15,495 New
KF
752
Krilogy Financial
Missouri
$5.45M -$534K -1,593 -9%
IA
753
Insight Advisors
Pennsylvania
$5.44M +$16.1K +48 +0.3%
TA
754
Tiedemann Advisors
New York
$5.43M +$12.1K +36 +0.2%
EPC
755
Emerson Point Capital
New York
$5.42M – – –
CWM
756
Concentrum Wealth Management
California
$5.4M +$364K +1,086 +8%
IWA
757
Intercontinental Wealth Advisors
Texas
$5.39M +$2.19M +6,528 +74%
CA
758
CoreCap Advisors
Michigan
$5.39M +$5.14M +15,312 New
AFA
759
Arlington Financial Advisors
California
$5.39M -$203K -606 -4%
DAM
760
Derbend Asset Management
Georgia
$5.38M +$141K +420 +3%
CPWM
761
Cypress Point Wealth Management
Texas
$5.38M – – –
JRP
762
Jasper Ridge Partners
California
$5.37M -$6.31M -18,825 -55%
VR
763
Viridian RIA
Washington
$5.35M +$5.09M +15,189 New
LWM
764
Laidlaw Wealth Management
New York
$5.35M +$35.2K +105 +0.7%
AIM
765
Aigen Investment Management
New York
$5.34M +$5.08M +15,159 New
CMI
766
Clare Market Investments
Texas
$5.3M -$1.15M -3,429 -19%
ACM
767
Alight Capital Management
New York
$5.28M +$5.03M +15,000 New
NM
768
NWI Management
New York
$5.28M +$5.03M +15,000 New
CIS
769
Continental Investors Services
Washington
$5.27M +$4.92M +14,676 New
WAP
770
Wealthcare Advisory Partners
Pennsylvania
$5.25M -$1.8M -5,364 -26%
FIM
771
Freedom Investment Management
Connecticut
$5.22M +$10.1K +30 +0.2%
SC
772
Sepio Capital
Utah
$5.2M +$12.1K +36 +0.2%
MSR
773
Main Street Research
Connecticut
$5.19M +$167K +498 +3%
DWA
774
Douglass Winthrop Advisors
New York
$5.19M -$1.79M -5,331 -27%
RFC
775
Regions Financial Corp
Alabama
$5.17M +$460K +1,371 +10%
29 30
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