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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
BNC Wealth Management
Oregon
$3.04M -$169K -618 -4%
VCM
852
Verde Capital Management
Michigan
$3.04M +$301K +1,101 +9%
CWM
853
Circle Wealth Management
New Jersey
$3.03M +$15.6K +57 +0.4%
CPA
854
Capital Planning Advisors
California
$3.03M -$341K -1,251 -8%
AWA
855
Alta Wealth Advisors
Massachusetts
$3.03M -$41.8K -153 -1%
1W
856
1776 Wealth
Georgia
$3.02M +$382K +1,398 +12%
CA
857
CoreCap Advisors
Michigan
$3.02M +$615K +2,253 +20%
WJWM
858
Williams Jones Wealth Management
New York
$3.02M +$655K +2,400 +22%
FAT
859
First American Trust
California
$3.01M -$2.97M -10,866 -45%
RP
860
Rice Partnership
Hawaii
$3.01M +$107K +393 +3%
BBHC
861
Brown Brothers Harriman & Co
New York
$3M +$68K +249 +2%
DA
862
Duality Advisers
Florida
$3M +$1.23M +4,494 +51%
HPWM
863
Highland Private Wealth Management
Washington
$2.99M -$21.3K -78 -0.6%
NSAM
864
North Star Asset Management
Wisconsin
$2.98M +$307K +1,125 +9%
BFG
865
Berger Financial Group
Minnesota
$2.98M +$288K +1,056 +9%
FB
866
Fulton Bank
Pennsylvania
$2.95M +$63.9K +234 +2%
ANTB
867
AMG National Trust Bank
Colorado
$2.94M +$62.2K +228 +2%
AC
868
Arjuna Capital
North Carolina
$2.94M +$138K +507 +4%
TI
869
TTP Investments
California
$2.93M +$3.2M +11,718 +874%
AWM
870
Abound Wealth Management
Tennessee
$2.92M +$52.4K +192 +1%
TWM
871
Triton Wealth Management
Arizona
$2.91M +$321K +1,176 +14%
BOH
872
Bank of Hawaii
Hawaii
$2.9M +$120K +441 +4%
KF
873
Krilogy Financial
Missouri
$2.89M +$65.5K +240 +2%
TFGT
874
TS Financial Group (TSFG)
Illinois
$2.89M +$112K +411 +3%
FA
875
Fagan Associates
New York
$2.88M +$867K +3,177 +33%
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