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Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
2201
Uniting Wealth Partners
Kansas
$399K -$29.3K -722 -7%
TBNY
2202
Trustco Bank (New York)
New York
$399K -$77.1K -1,900 -16%
CT
2203
Clearstead Trust
Maine
$399K +$9.73K +240 +3%
CPWL
2204
Coquina Private Wealth LLC
Florida
$397K +$396K +9,758 New
CIC
2205
Chase Investment Counsel
Virginia
$397K -$34K -839 -8%
BAM
2206
Boyar Asset Management
New York
$397K – – –
NAMNJ
2207
NorthStar Asset Management (New Jersey)
New Jersey
$396K -$324 -8 -0.1%
ACM
2208
Alessandra Capital Management
California
$396K +$395K +9,726 New
TA
2209
TPG Advisors
Illinois
$395K +$164K +4,038 +71%
BWA
2210
Bestgate Wealth Advisors
Maryland
$395K -$9.01K -222 -2%
FPCP
2211
Fort Point Capital Partners
California
$395K +$162 +4 +0%
MLFP
2212
MPS Loria Financial Planners
Illinois
$394K +$36.4K +898 +10%
MWA
2213
Medallion Wealth Advisors
Connecticut
$394K -$54.5K -1,343 -12%
BAG
2214
Bridgewealth Advisory Group
California
$393K +$19.6K +484 +5%
PSP
2215
Pacific Sage Partners
Washington
$392K -$6.57K -162 -2%
KA
2216
Klingman & Associates
New York
$391K -$4.34K -107 -1%
JAG
2217
Journey Advisory Group
Kentucky
$391K +$57.5K +1,417 +17%
TWM
2218
TriaGen Wealth Management
California
$390K -$73.2K -1,804 -16%
WTA
2219
Washington Trust Advisors
Massachusetts
$390K +$22.4K +553 +6%
CRWM
2220
Castle Rock Wealth Management
California
$390K -$29.8K -734 -8%
GKWIM
2221
Gerber Kawasaki Wealth & Investment Management
California
$390K +$21.4K +528 +6%
NRC
2222
New Republic Capital
North Carolina
$389K +$165K +4,058 +74%
BOPW
2223
Brandywine Oak Private Wealth
Pennsylvania
$388K +$1.54K +38 +0.4%
FFWA
2224
FRG Family Wealth Advisors
Washington
$388K -$102K -2,520 -21%
PGAM
2225
Princeton Global Asset Management
New Jersey
$388K +$1.62K +40 +0.4%
87 88
89
90 91