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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Abound Wealth Management
Tennessee
$4.35M -$28.3K -110 -0.6%
JPWM
802
Jamison Private Wealth Management
Georgia
$4.34M +$4.45M +17,337 New
CWM
803
Cabot Wealth Management
Massachusetts
$4.34M -$1.64M -6,398 -27%
FFA
804
Farther Finance Advisors
California
$4.32M +$1.66M +6,480 +60%
KJWM
805
Kiley Juergens Wealth Management
Washington
$4.32M -$83.2K -324 -2%
RSVP
806
Ramsay Stattman Vela & Price
Colorado
$4.32M – – –
EWA
807
EverSource Wealth Advisors
Alabama
$4.31M +$909K +3,540 +26%
PWP
808
Perfromance Wealth Partners
Illinois
$4.3M +$1.1M +4,300 +33%
AWM
809
Avior Wealth Management
Nebraska
$4.29M +$36K +140 +0.8%
APTFM
810
AGUR Provident & Training Funds Management
Israel
$4.29M +$4.41M +17,150 New
MS
811
Madden Securities
Texas
$4.27M -$761K -2,962 -15%
VCM
812
Verde Capital Management
Michigan
$4.27M -$437K -1,700 -9%
LPT
813
Legacy Private Trust
Wisconsin
$4.26M -$675K -2,629 -13%
CTC
814
Central Trust Company
Missouri
$4.26M +$33.1K +129 +0.8%
HFS
815
Hantz Financial Services
Michigan
$4.25M +$296K +1,151 +7%
BFP
816
Beacon Financial Planning
Massachusetts
$4.25M – – –
SA
817
Strategic Advisors
New York
$4.24M -$516K -2,009 -11%
SCM
818
SCS Capital Management
Massachusetts
$4.22M +$11.6K +45 +0.3%
AFA
819
Arlington Financial Advisors
California
$4.21M -$71.7K -279 -2%
STA
820
Summit Trail Advisors
New York
$4.2M +$477K +1,855 +12%
LWCFA
821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.2M -$80.9K -315 -2%
JSL
822
JT Stratford LLC
Georgia
$4.19M +$220K +855 +5%
SS
823
Sunbelt Securities
Texas
$4.18M +$676K +2,630 +19%
AC
824
Arjuna Capital
North Carolina
$4.18M +$297K +1,155 +7%
RWP
825
Revolve Wealth Partners
New Jersey
$4.18M +$129K +503 +3%
31 32
33
34 35