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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1626
Salvus Wealth Management
New Jersey
$922K +$26.9K +604 +3%
CRWM
1627
Castle Rock Wealth Management
California
$921K +$15K +336 +1%
BTI
1628
Blue Trust Inc
Georgia
$921K +$128K +2,868 +19%
AA
1629
Altman Advisors
Illinois
$920K +$10K +225 +0.9%
CST
1630
Charles Schwab Trust
Nevada
$919K -$23.4K -525 -2%
AIM
1631
Acropolis Investment Management
Missouri
$916K -$85.6K -1,921 -7%
F
1632
F3Logic
Minnesota
$916K -$13.2K -297 -1%
BDWCC
1633
B&D White Capital Company
Texas
$916K +$1.08M +24,150 New
AWM
1634
Avitas Wealth Management
California
$915K +$1.07M +24,088 New
NAMP
1635
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$909K -$34.3K -771 -3%
ZCA
1636
Zeke Capital Advisors
Pennsylvania
$909K +$6.19K +139 +0.6%
BPCE
1637
Bank Pictet & Cie (Europe)
Germany
$908K – – –
AWM
1638
Aevitas Wealth Management
Massachusetts
$908K -$14.3K -320 -1%
PFGIA
1639
Patriot Financial Group Insurance Agency
Massachusetts
$907K +$253K +5,677 +31%
FAM
1640
Formidable Asset Management
Ohio
$906K -$63.3K -1,422 -5%
LCM
1641
Leisure Capital Management
California
$901K +$46.2K +1,038 +5%
WC
1642
Weil Company
California
$900K +$47.1K +1,058 +5%
BV
1643
Boxwood Ventures
Illinois
$896K +$1.05M +23,607 New
EWM
1644
EPG Wealth Management
Georgia
$895K +$58.3K +1,308 +6%
FPF
1645
First Pacific Financial
Washington
$894K +$80.7K +1,812 +8%
AWE
1646
Avidian Wealth Enterprises
Texas
$893K -$121K -2,716 -10%
RF
1647
Robbins Farley
New Hampshire
$893K +$1.05M +23,516 New
FFA
1648
First Foundation Advisors
California
$892K -$42.5K -954 -4%
SN
1649
Sittner & Nelson
Oregon
$888K +$156K +3,507 +18%
SWMP
1650
Signature Wealth Management Partners
New Jersey
$887K -$5.83K -131 -0.6%
64 65
66
67 68