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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1501
Money Concepts Capital
Florida
$17.4M +$15.8M +131,233 New
OWA
1502
One Wealth Advisors
California
$17.4M -$822K -6,830 -5%
BCM
1503
Banyan Capital Management
Georgia
$17.3M -$3.55M -29,534 -18%
OCM
1504
One Capital Management
California
$17.3M +$923K +7,674 +6%
PC
1505
Pecaut & Co
Iowa
$17.3M -$5.36M -44,575 -25%
WA
1506
Wealth Architects
California
$17.3M -$335K -2,783 -2%
AT
1507
Arden Trust
Delaware
$17.3M -$1.12M -9,318 -7%
WAS
1508
WESPAC Advisors SoCal
California
$17.3M +$242K +2,008 +2%
PWW
1509
Pettyjohn Wood & White
Virginia
$17.2M -$344K -2,859 -2%
KWM
1510
Keebeck Wealth Management
Illinois
$17.2M +$199K +1,651 +1%
HCM
1511
Harvey Capital Management
Florida
$17.2M +$443K +3,680 +3%
IG
1512
Ithaka Group
Virginia
$17.2M +$14M +116,648 +909%
DAM
1513
Doheny Asset Management
California
$17.2M -$13.1K -109 -0.1%
MFW
1514
Meristem Family Wealth
Minnesota
$17.2M +$2.79M +23,225 +22%
SWA
1515
Sutton Wealth Advisors
Florida
$17.2M +$481 +4 +0%
HIM
1516
Hotaling Investment Management
Pennsylvania
$17.2M +$132K +1,101 +0.9%
MWM
1517
Minot Wealth Management
Massachusetts
$17.1M +$777K +6,456 +5%
AMM
1518
American Money Management
California
$17.1M -$106K -881 -0.7%
APG
1519
Abacus Planning Group
South Carolina
$17.1M -$215K -1,785 -1%
SVWAG
1520
Sound View Wealth Advisors Group
Georgia
$17.1M +$83.8K +697 +0.5%
KA
1521
Kercheville Advisors
Texas
$17.1M +$15.5M +128,566 New
SSI
1522
Scott & Selber Inc
Texas
$17.1M -$376K -3,122 -2%
FA
1523
FDx Advisors
Illinois
$17M -$2.24M -18,634 -13%
RA
1524
RFG Advisory
Alabama
$17M -$43.1K -358 -0.3%
BWP
1525
BSW Wealth Partners
Colorado
$17M +$6.56M +54,504 +74%
59 60
61
62 63