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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1226
Marks Group Wealth Management
Minnesota
$1.57M -$10.1K -58 -0.7%
CRCM
1227
Crystal Rock Capital Management
Illinois
$1.56M +$499K +2,855 +57%
BZWA
1228
Blue Zone Wealth Advisors
California
$1.56M +$191K +1,091 +16%
CWP
1229
CFM Wealth Partners
Texas
$1.56M +$28.3K +162 +2%
IWS
1230
Integrity Wealth Solutions
Colorado
$1.56M -$634K -3,625 -32%
SLC
1231
Second Line Capital
Louisiana
$1.56M -$14K -80 -1%
MLIC
1232
Mandatum Life Insurance Company
Finland
$1.56M +$1.37M +7,860 New
OWA
1233
One Wealth Advisors
California
$1.56M -$60.5K -346 -4%
DCM
1234
Dudley Capital Management
Virginia
$1.55M – – –
GA
1235
GoalVest Advisory
New York
$1.55M -$6.99K -40 -0.5%
UBV
1236
United Bank (Virginia)
Virginia
$1.55M +$1.37M +7,819 New
DACG
1237
Donor Advised Charitable Giving
California
$1.55M -$5.94K -34 -0.4%
PFU
1238
Parus Finance (UK)
United Kingdom
$1.55M +$94.2K +539 +7%
PW
1239
Peninsula Wealth
California
$1.55M +$84.2K +482 +8%
RW
1240
RVW Wealth
California
$1.55M -$22.5K -129 -2%
SSB
1241
Sandy Spring Bank
Maryland
$1.55M +$36.2K +207 +3%
AM
1242
AGF Management
Ontario, Canada
$1.54M -$1.96M -11,194 -59%
TPWA
1243
TRUE Private Wealth Advisors
Oregon
$1.54M -$213K -1,216 -13%
JCM
1244
Jacobi Capital Management
Pennsylvania
$1.54M -$117K -671 -8%
WSFS
1245
Wilmington Savings Fund Society
Delaware
$1.54M -$463K -2,650 -25%
KA
1246
Kercheville Advisors
Texas
$1.54M +$78.8K +451 +6%
CFD
1247
Creative Financial Designs
Indiana
$1.53M +$125K +718 +10%
FP
1248
Financial Perspectives
Minnesota
$1.53M +$20.4K +117 +2%
MS
1249
Mizuho Securities
Japan
$1.53M +$1.08M +6,200 +411%
CFS
1250
CRA Financial Services
New Jersey
$1.53M +$56.1K +321 +4%
48 49
50
51 52