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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1476
Rollins Financial Advisors
New York
$513K +$58.1K +806 +13%
AWM
1477
Avaii Wealth Management
Wisconsin
$511K +$25.3K +351 +5%
BA
1478
Bridgewater Advisors
New York
$510K +$463K +6,424 New
PPA
1479
Pacific Point Advisors
California
$510K – – –
APW
1480
Aventura Private Wealth
Florida
$510K +$168K +2,328 +50%
CWA
1481
Consilium Wealth Advisory
Texas
$507K +$502K +6,961 New
FFG
1482
Fortem Financial Group
California
$506K +$60.4K +839 +14%
BCM
1483
BluePointe Capital Management
California
$504K +$170K +2,354 +52%
MG
1484
Mather Group
Illinois
$503K +$64.8K +899 +15%
GI
1485
GAMCO Investors
Connecticut
$494K +$139K +1,928 +40%
LI
1486
Latash Investments
Alaska
$494K – – –
SI
1487
Severin Investments
Missouri
$494K -$7.78K -108 -2%
CC
1488
Callan Capital
California
$493K +$188K +2,608 +63%
BP
1489
BBR Partners
New York
$492K – – –
HWA
1490
Heartwood Wealth Advisors
Virginia
$491K +$89.9K +1,248 +23%
PWP
1491
Pursue Wealth Partners
California
$490K +$484K +6,723 New
CT
1492
Colonial Trust
South Carolina
$488K +$276K +3,829 +134%
PFA
1493
Pure Financial Advisors
California
$486K +$97.4K +1,352 +25%
LIM
1494
Letson Investment Management
Georgia
$486K -$3.6K -50 -0.7%
CHAM
1495
Clear Harbor Asset Management
Connecticut
$485K – – –
IDA
1496
Intelligence Driven Advisers
California
$485K +$88K +1,222 +22%
PFS
1497
Physicians Financial Services
North Carolina
$485K +$480K +6,659 New
PWP
1498
Principle Wealth Partners
Connecticut
$485K +$33.1K +460 +7%
TCM
1499
Triumph Capital Management
Colorado
$484K -$107K -1,479 -18%
IFWM
1500
Institute for Wealth Management
Colorado
$484K +$2.31K +32 +0.5%
58 59
60
61 62