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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2526
PBMares Wealth Management
Virginia
$740K – – –
DA
2527
Detalus Advisors
Missouri
$739K -$2K -9 -0.3%
NRC
2528
New Republic Capital
North Carolina
$737K +$120K +540 +20%
TCPWM
2529
Traverso Chambers Private Wealth Management
California
$736K +$16.7K +75 +2%
BIAS
2530
Beacon Investment Advisory Services
New Jersey
$734K -$11.6K -52 -2%
HWA
2531
Heartwood Wealth Advisors
Virginia
$734K +$31.2K +140 +4%
WA
2532
Wealth Architects
California
$734K +$23.1K +104 +3%
FM
2533
Foster & Motley
Ohio
$732K +$225K +1,009 +45%
RCG
2534
Rock Creek Group
District of Columbia
$731K +$18K +81 +3%
KCM
2535
KRS Capital Management
Michigan
$731K – – –
FBA
2536
Front Barnett Associates
Illinois
$730K – – –
KLCM
2537
KG&L Capital Management
Louisiana
$730K -$73.2K -329 -9%
FIM
2538
Freedom Investment Management
Connecticut
$729K +$42.3K +190 +6%
HI
2539
HBK Investments
Texas
$728K +$719K +3,230 New
CWM
2540
Cahaba Wealth Management
Georgia
$728K +$69.2K +311 +11%
PFG
2541
PAX Financial Group
Texas
$727K -$36.3K -163 -5%
CWP
2542
Core Wealth Partners
California
$727K -$1.27M -5,714 -64%
JWM
2543
JGP Wealth Management
Oregon
$726K +$36.9K +166 +5%
CWP
2544
Curated Wealth Partners
California
$725K -$34.7K -156 -5%
ECU
2545
Eisler Capital (UK)
United Kingdom
$725K +$716K +3,217 New
BWA
2546
Blodgett Wealth Advisors
California
$724K – – –
FFG
2547
Frisch Financial Group
New York
$722K +$187K +839 +36%
RW
2548
REDW Wealth
New Mexico
$722K +$7.57K +34 +1%
KA
2549
Kearns & Associates
California
$721K – – –
D
2550
Diversified
Delaware
$719K -$68.6K -308 -9%
100 101
102
103 104