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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1176
Parisi Gray Wealth Management
New Jersey
$1.9M +$162K +808 +10%
RPC
1177
Rossmore Private Capital
Connecticut
$1.9M +$34.8K +174 +2%
LTI
1178
Laffer Tengler Investments
Tennessee
$1.9M +$978K +4,891 +206%
BFS
1179
Bard Financial Services
Connecticut
$1.9M – – –
ECA
1180
Elevated Capital Advisors
Utah
$1.9M +$26.6K +133 +2%
TWM
1181
Tradition Wealth Management
Minnesota
$1.89M +$161K +804 +13%
FWP
1182
Falcon Wealth Planning
California
$1.89M +$208K +1,042 +17%
RMDI
1183
R.M. Davis Inc
Maine
$1.89M +$74.6K +373 +5%
DIM
1184
Delta Investment Management
California
$1.89M +$35.8K +179 +3%
WWG
1185
West Wealth Group
California
$1.89M +$38.8K +194 +3%
DCM
1186
Dudley Capital Management
Virginia
$1.88M – – –
CAG
1187
Crestwood Advisors Group
Massachusetts
$1.88M -$34.2K -171 -2%
EP
1188
Eudaimonia Partners
Tennessee
$1.88M +$153K +766 +12%
MSE
1189
MUFG Securities EMEA
United Kingdom
$1.88M -$25.8M -129,203 -95%
CPRC
1190
Consolidated Portfolio Review Corp
New York
$1.88M +$146K +732 +11%
LA
1191
Lifeworks Advisors
Michigan
$1.88M +$229K +1,144 +19%
SAG
1192
SageView Advisory Group
California
$1.87M +$633K +3,167 +80%
VWA
1193
V Wealth Advisors
Kansas
$1.87M +$181K +903 +14%
ACM
1194
Avalon Capital Management
California
$1.87M – – –
WE
1195
Wealth Effects
Massachusetts
$1.86M -$3.4K -17 -0.2%
SIC
1196
Samalin Investment Counsel
New York
$1.86M -$226K -1,132 -14%
AA
1197
Alta Advisers
United Kingdom
$1.86M – – –
WPW
1198
Watershed Private Wealth
Illinois
$1.86M +$68K +340 +5%
IGWM
1199
ICA Group Wealth Management
Colorado
$1.85M +$376K +1,881 +36%
SIA
1200
Schechter Investment Advisors
Michigan
$1.84M +$66.6K +333 +5%
46 47
48
49 50