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Name Holding Trade Value Shares
Change 		Change in
Stake
UAML
1926
US Asset Management LLC
Pennsylvania
$1.7M +$1.65M +8,164 New
DIM
1927
Delta Investment Management
California
$1.69M -$1.57M -7,796 -49%
PHS
1928
Pekin Hardy Strauss
Illinois
$1.69M -$199K -988 -11%
WPC
1929
Wedmont Private Capital
Pennsylvania
$1.69M +$408K +2,025 +35%
RWP
1930
Revolve Wealth Partners
New Jersey
$1.68M +$27.8K +138 +2%
RWA
1931
Ropes Wealth Advisors
Massachusetts
$1.68M +$222K +1,099 +16%
OQS
1932
Occudo Quantitative Strategies
Florida
$1.68M +$66.1K +328 +4%
WIC
1933
Wilkins Investment Counsel
Massachusetts
$1.68M -$33.5K -166 -2%
NW
1934
Naviter Wealth
Arkansas
$1.67M +$314K +1,556 +26%
IC
1935
Inscription Capital
Texas
$1.67M -$112K -555 -6%
FPCP
1936
Fort Point Capital Partners
California
$1.67M +$5.04K +25 +0.3%
BWP
1937
Balboa Wealth Partners
Arizona
$1.66M -$1.52M -7,525 -48%
VT
1938
Vise Technologies
New York
$1.66M +$707K +3,506 +78%
CCT
1939
Chemung Canal Trust
New York
$1.66M -$104K -517 -6%
SI
1940
Scharf Investments
California
$1.66M +$16.1K +80 +1%
AW
1941
Alaethes Wealth
Nevada
$1.66M +$50.8K +252 +3%
JWM
1942
Jessup Wealth Management
Ohio
$1.65M +$1.6M +7,949 New
BTI
1943
Blue Trust Inc
Georgia
$1.64M +$481K +2,385 +35%
GWANC
1944
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.64M -$38.9K -193 -2%
NAMP
1945
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.63M -$66.5K -330 -4%
P
1946
&Partners
Tennessee
$1.63M +$90.1K +447 +6%
JI
1947
Jeereddi Investments
California
$1.63M – – –
PPWM
1948
Paragon Private Wealth Management
Kentucky
$1.63M +$68.8K +341 +5%
LFA
1949
Legacy Financial Advisors
Kentucky
$1.63M +$353K +1,751 +29%
TWM
1950
Tolleson Wealth Management
Texas
$1.63M -$407K -2,018 -21%
76 77
78
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