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Name Holding Trade Value Shares
Change 		Change in
Stake
APM
1926
a16z Perennial Management
California
$1.94M +$194K +437 +11%
JF
1927
Joule Financial
Kentucky
$1.93M -$180K -405 -9%
TCWM
1928
Total Clarity Wealth Management
Illinois
$1.93M +$839K +1,893 +79%
MFP
1929
Meridian Financial Partners
Virginia
$1.93M +$571K +1,289 +40%
RIM
1930
Rockbridge Investment Management
New York
$1.93M -$63.4K -143 -3%
ME
1931
McIlrath & Eck
Washington
$1.93M -$48.8K -110 -3%
RA
1932
Rational Advisors
New York
$1.92M -$3.22M -7,267 -63%
S
1933
Sachetta
Massachusetts
$1.92M +$1.12M +2,526 +145%
GAM
1934
Gemmer Asset Management
California
$1.91M -$17.3K -39 -0.9%
HCMG
1935
Howard Capital Management Group
California
$1.91M +$27.5K +62 +1%
OWCM
1936
One Wealth Capital Management
Arizona
$1.91M +$256K +577 +16%
NBWM
1937
North Berkeley Wealth Management
California
$1.91M – – –
GA
1938
Greenspring Advisors
Maryland
$1.91M +$1.6M +3,616 +574%
TWA
1939
Tulsa Wealth Advisors
Oklahoma
$1.91M +$1.88M +4,245 New
LFS
1940
Legacy Financial Strategies
Kansas
$1.91M +$80.7K +182 +4%
CFG
1941
Carter Financial Group
Illinois
$1.9M -$116K -261 -6%
CSPIA
1942
Cary Street Partners Investment Advisory
Virginia
$1.9M +$265K +597 +16%
AF
1943
Arrow Financial
New York
$1.9M -$87.3K -197 -4%
CPC
1944
Cadia Private Client
New Jersey
$1.9M +$1.87M +4,220 New
RFA
1945
Reyes Financial Architecture
California
$1.9M -$45.7K -103 -2%
WAM
1946
Worth Asset Management
Texas
$1.9M +$1.57M +3,551 +533%
YP
1947
YANKCOM Partnership
South Dakota
$1.9M +$57.6K +130 +3%
ATFA
1948
All Terrain Financial Advisors
Minnesota
$1.89M +$44.3K +100 +2%
SFO
1949
Stokes Family Office
Louisiana
$1.89M +$388K +875 +26%
HPM
1950
Hoxton Planning & Management
West Virginia
$1.89M +$88.2K +199 +5%
76 77
78
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