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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
2451
Traverso Chambers Private Wealth Management
California
$772K +$91.3K +422 +14%
APW
2452
Austin Private Wealth
Texas
$770K -$3.24K -15 -0.4%
CWP
2453
Curated Wealth Partners
California
$770K – – –
HFA
2454
High Falls Advisors
New York
$770K +$253K +1,170 +51%
GWA
2455
GGM Wealth Advisors
Maryland
$770K +$346K +1,601 +81%
FC
2456
FCA Corp
Texas
$770K +$751K +3,474 New
SAA
2457
Southeast Asset Advisors
Georgia
$767K -$43.3K -200 -5%
AMCA
2458
Arthur M. Cohen & Associates
Illinois
$763K -$54.1K -250 -7%
BWA
2459
BDO Wealth Advisors
Florida
$762K -$24.9K -115 -3%
CWM
2460
Connecticut Wealth Management
Connecticut
$762K -$1.3K -6 -0.2%
IAS
2461
Investment Advisory Services
Texas
$759K +$26.8K +124 +4%
CFO
2462
Collective Family Office
Pennsylvania
$754K -$149K -687 -17%
LAI
2463
Legal Advantage Investments
California
$754K – – –
VV
2464
Verity & Verity
South Carolina
$753K -$41.7K -193 -5%
IA
2465
IFG Advisory
Georgia
$753K +$48.9K +226 +7%
PL
2466
Plancorp LLC
Missouri
$752K -$4.33K -20 -0.6%
GAM
2467
Gould Asset Management
California
$750K +$43.3K +200 +6%
WA
2468
Wealth Architects
California
$750K +$282K +1,306 +63%
IWA
2469
Intercontinental Wealth Advisors
Texas
$748K -$1.73K -8 -0.2%
DLCIG
2470
D.L. Carlson Investment Group
New Hampshire
$747K -$123K -571 -14%
ACA
2471
Ackerman Capital Advisors
Texas
$746K – – –
CHJWM
2472
Carlton Hofferkamp & Jenks Wealth Management
Texas
$744K – – –
AWA
2473
Amplius Wealth Advisors
Pennsylvania
$742K +$14.5K +67 +2%
BFA
2474
Bragg Financial Advisors
North Carolina
$741K +$21.2K +98 +3%
S
2475
Schroders
United Kingdom
$739K +$719K +3,323 New
97 98
99
100 101