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Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1476
Pacific Sage Partners
Washington
$2.76M +$7.72K +24 +0.4%
WA
1477
Wealth Architects
California
$2.76M -$47.3K -147 -2%
AI
1478
Accredited Investors
Minnesota
$2.76M -$261K -811 -11%
PWP
1479
Prasad Wealth Partners
Ohio
$2.75M +$2.19M +6,819 New
RFA
1480
Reyes Financial Architecture
California
$2.75M +$2.19M +6,809 New
MIFH
1481
Migdal Insurance & Financial Holdings
Israel
$2.74M +$815K +2,534 +60%
GFA
1482
Gifford Fong Associates
California
$2.74M – – –
KWS
1483
Keystone Wealth Services
California
$2.72M +$51.2K +159 +2%
GC
1484
Grimes & Company
Massachusetts
$2.71M -$192K -597 -8%
ES
1485
Eagle Strategies
New York
$2.71M -$23.2K -72 -1%
RAM
1486
Robocap Asset Management
United Kingdom
$2.7M -$2.51M -7,788 -54%
VPW
1487
Variant Private Wealth
Virginia
$2.7M +$2.15M +6,683 New
PW
1488
Peninsula Wealth
California
$2.7M +$87.8K +273 +4%
CCG
1489
Coastwise Capital Group
California
$2.7M -$151K -468 -7%
WE
1490
Wealth Effects
Massachusetts
$2.69M -$70.8K -220 -3%
MAWA
1491
Moss Adams Wealth Advisors
Washington
$2.69M +$83.7K +260 +4%
AA
1492
Ancora Advisors
Ohio
$2.69M -$745K -2,317 -26%
WCM
1493
WealthBridge Capital Management
Ohio
$2.69M +$3.22K +10 +0.2%
KLI
1494
Kelman-Lazarov Inc
Tennessee
$2.69M -$58.6K -182 -3%
QPWM
1495
Quadrant Private Wealth Management
Pennsylvania
$2.68M +$199K +618 +10%
AIP
1496
Arrowpoint Investment Partners
Singapore
$2.68M +$2.13M +6,630 New
WAS
1497
WESPAC Advisors SoCal
California
$2.67M +$1.23M +3,813 +137%
WPW
1498
Watershed Private Wealth
Illinois
$2.66M -$311K -968 -13%
SW
1499
SkyOak Wealth
Michigan
$2.66M -$1.13M -3,515 -35%
ML
1500
McAdam LLC
Pennsylvania
$2.66M -$210K -654 -9%
58 59
60
61 62