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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1001
TRUE Private Wealth Advisors
Oregon
$2.5M +$140K +3,235 +6%
BPWM
1002
BCS Private Wealth Management
New Jersey
$2.5M +$2.5M +57,752 New
BCP
1003
Berkeley Capital Partners
Georgia
$2.5M -$823 -19 -0%
SNPAM
1004
St. Nicholas Private Asset Management
Florida
$2.49M -$86.6K -2,000 -3%
EWA
1005
Exencial Wealth Advisors
Oklahoma
$2.49M -$187K -4,320 -7%
CFO
1006
Callan Family Office
Pennsylvania
$2.48M +$1.87M +43,158 +303%
HIM
1007
Hillsdale Investment Management
Ontario, Canada
$2.48M +$1.32M +30,410 +113%
UB
1008
Umpqua Bank
Oregon
$2.48M -$260K -6,015 -9%
CNBT
1009
Canandaigua National Bank & Trust
New York
$2.48M -$31.8K -735 -1%
BHCM
1010
Brevan Howard Capital Management
Jersey
$2.47M -$2.61M -60,386 -51%
MPPW
1011
Mitchell & Pahl Private Wealth
Oklahoma
$2.46M +$47.4K +1,095 +2%
CF
1012
Clarity Financial
Texas
$2.45M +$115K +2,657 +5%
ORG
1013
Optimist Retirement Group
Washington
$2.45M -$13K -300 -0.5%
LWP
1014
LMG Wealth Partners
Louisiana
$2.44M +$996 +23 +0%
GWM
1015
Gibbs Wealth Management
Georgia
$2.44M +$221K +5,095 +10%
RCM
1016
Radnor Capital Management
Pennsylvania
$2.43M +$16.5K +381 +0.7%
JIP
1017
Jaffetilchin Investment Partners
Florida
$2.42M -$35.3K -815 -1%
CWS
1018
Confluence Wealth Services
Pennsylvania
$2.42M -$146K -3,361 -6%
SW
1019
SVB Wealth
Massachusetts
$2.39M -$1.21M -28,032 -34%
RAM
1020
Redmond Asset Management
Virginia
$2.39M +$141K +3,252 +6%
SVWAG
1021
Sound View Wealth Advisors Group
Georgia
$2.37M +$38.4K +887 +2%
WHG
1022
Westwood Holdings Group
Texas
$2.37M +$197K +4,540 +9%
USWG
1023
U.S. Wealth Group
New York
$2.37M +$39.1K +903 +2%
HAM
1024
Hedges Asset Management
Nevada
$2.36M -$8.86M -204,500 -79%
BFO
1025
Boston Family Office
Massachusetts
$2.35M -$68K -1,570 -3%
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