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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1226
Perennial Investment Advisors
California
$471K +$6.25K +90 +1%
RSWM
1227
Robertson Stephens Wealth Management
California
$470K +$25.7K +370 +6%
HWA
1228
Heartwood Wealth Advisors
Virginia
$469K +$449K +6,454 New
CHAM
1229
Clear Harbor Asset Management
Connecticut
$467K – – –
CPW
1230
Catalyst Private Wealth
California
$467K +$31.5K +453 +8%
HNB
1231
Huntington National Bank
Ohio
$466K +$50.7K +730 +13%
SB
1232
Strategic Blueprint
Georgia
$464K -$21.9K -315 -5%
BSHC
1233
Breed's Hill Capital
Massachusetts
$463K – – –
DWP
1234
Daymark Wealth Partners
Ohio
$461K +$58.7K +844 +15%
AIMA
1235
Ables Iannone Moore & Associates
Georgia
$461K -$7.64K -110 -2%
PCS
1236
Personal CFO Solutions
New Jersey
$459K +$16.8K +242 +4%
VC
1237
Vicus Capital
Pennsylvania
$459K +$144K +2,071 +49%
AWM
1238
Angeles Wealth Management
California
$458K +$19.1K +275 +5%
ESB
1239
Essex Savings Bank
Connecticut
$458K -$278 -4 -0.1%
MMPW
1240
Mitchell McLeod Pugh & Williams
Alabama
$456K +$28.1K +405 +7%
SWA
1241
SFMG Wealth Advisors
Texas
$455K +$209 +3 +0%
FIA
1242
Foundations Investment Advisors
Arizona
$455K +$49.6K +713 +13%
PAI
1243
Pittenger & Anderson Inc
Nebraska
$454K – – –
CWP
1244
Curated Wealth Partners
California
$453K +$433K +6,235 New
PA
1245
Procyon Advisors
Connecticut
$450K -$3.13K -45 -0.7%
GSEP
1246
Golden State Equity Partners
California
$450K +$430K +6,187 New
MHS
1247
M Holdings Securities
Oregon
$449K +$430K +6,181 New
EM
1248
ELCO Management
New York
$448K +$34.8K +500 +9%
AC
1249
Allstate Corporation
Illinois
$441K +$13.9K +200 +3%
TGAM
1250
TBH Global Asset Management
Tennessee
$440K -$44.1K -635 -10%
48 49
50
51 52