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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1901
Financial Advisors Network
California
$1.91M +$126K +317 +8%
LC
1902
Landaas & Company
Wisconsin
$1.91M +$417K +1,048 +30%
TCM
1903
Triumph Capital Management
Colorado
$1.91M +$199K +500 +12%
FISPB
1904
Fideuram - Intesa Sanpaolo Private Banking
$1.91M -$90.3K -227 -5%
AS
1905
Altshuler Shaham
Israel
$1.91M -$484K -1,217 -21%
S
1906
Sachetta
Massachusetts
$1.9M -$100K -252 -5%
SC
1907
Shearwater Capital
Colorado
$1.9M -$3.98K -10 -0.2%
RPSA
1908
Richard P. Slaughter Associates
Texas
$1.9M -$507K -1,275 -22%
LFS
1909
Legacy Financial Strategies
Kansas
$1.9M +$36.6K +92 +2%
PWP
1910
Prasad Wealth Partners
Ohio
$1.9M -$447K -1,125 -20%
VFM
1911
Viking Fund Management
North Dakota
$1.89M – – –
FVWA
1912
Foster Victor Wealth Advisors
South Carolina
$1.89M +$45.3K +114 +2%
CWP
1913
Curated Wealth Partners
California
$1.89M +$808K +2,032 +83%
BA
1914
Bellwether Advisors
Nebraska
$1.89M +$1.55M +3,896 +660%
CSB
1915
City State Bank
Iowa
$1.89M – – –
CQWA
1916
Chokshi & Queen Wealth Advisors
California
$1.88M +$203K +510 +13%
MWA
1917
Monograph Wealth Advisors
California
$1.88M -$39.8K -100 -2%
IF
1918
Intrua Financial
Texas
$1.88M +$38.6K +97 +2%
SGAM
1919
Smith Group Asset Management
Texas
$1.88M +$91.9K +231 +5%
MWM
1920
Marietta Wealth Management
Georgia
$1.87M -$1.59K -4 -0.1%
WMA
1921
West Michigan Advisors
Michigan
$1.87M +$594K +1,494 +51%
JC
1922
Jacobs & Co
California
$1.87M – – –
OPW
1923
Oxler Private Wealth
New York
$1.87M +$111K +280 +7%
AG
1924
AmeriFlex Group
Nevada
$1.86M +$26.2K +66 +2%
4WM
1925
4J Wealth Management
Virginia
$1.86M – – –
75 76
77
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