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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1151
Regatta Capital Group
California
$5.41M +$62.8K +158 +1%
PGWM
1152
Parisi Gray Wealth Management
New Jersey
$5.41M -$76K -191 -1%
FIM
1153
FWL Investment Management
Texas
$5.39M +$594K +1,493 +13%
SWA
1154
SFMG Wealth Advisors
Texas
$5.37M +$337K +847 +7%
RSWM
1155
Robertson Stephens Wealth Management
California
$5.36M -$424K -1,065 -8%
HIA
1156
Harbor Investment Advisory
Maryland
$5.35M -$274K -689 -5%
JF
1157
Jericho Financial
Ohio
$5.34M +$98.2K +247 +2%
FWI
1158
Facet Wealth Inc
Maryland
$5.34M +$435K +1,093 +9%
MMPW
1159
Mitchell McLeod Pugh & Williams
Alabama
$5.32M +$43.7K +110 +0.9%
OWCM
1160
One Wealth Capital Management
Arizona
$5.32M +$2.48M +6,228 +97%
DBG
1161
De Burlo Group
Massachusetts
$5.31M -$1.99K -5 -0%
CI
1162
Conning Inc
Connecticut
$5.3M -$77.2K -194 -2%
WCM
1163
Weaver Capital Management
Georgia
$5.3M – – –
SI
1164
Stonekeep Investments
New Mexico
$5.28M +$28.2K +71 +0.6%
TFGT
1165
TS Financial Group (TSFG)
Illinois
$5.25M -$10.3K -26 -0.2%
BJF
1166
Blue Jean Financial
New York
$5.24M +$1M +2,526 +25%
LWM
1167
Liberty Wealth Management
California
$5.24M – – –
RMC
1168
Ring Mountain Capital
California
$5.24M -$31K -78 -0.6%
IIC
1169
Ironwood Investment Counsel
Arizona
$5.24M +$110K +277 +2%
SEIA
1170
Signature Estate & Investment Advisors
California
$5.23M -$713K -1,793 -13%
FWP
1171
Falcon Wealth Planning
California
$5.23M -$405K -1,019 -8%
CNWM
1172
Clay Northam Wealth Management
California
$5.22M -$26.2K -66 -0.5%
ZF
1173
Zhang Financial
Michigan
$5.2M -$23.5K -59 -0.5%
SCM
1174
Schnieders Capital Management
California
$5.2M +$308K +775 +7%
CAM
1175
CenterStar Asset Management
Illinois
$5.19M +$2.22M +5,588 +83%
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