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AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1401
Cassaday & Co Wealth Management
Virginia
$456K +$83.2K +800 +25%
DI
1402
DDFG Inc
California
$456K – – –
DDPIC
1403
Deroy & Devereaux Private Investment Counsel
Michigan
$454K +$414K +3,985 New
SFCL
1404
Strengthening Families & Communities LLC
Massachusetts
$453K +$413K +3,975 New
BOPW
1405
Brandywine Oak Private Wealth
Pennsylvania
$452K +$3.74K +36 +0.9%
AWM
1406
Accurate Wealth Management
Florida
$452K -$102K -982 -20%
VC
1407
Vicus Capital
Pennsylvania
$451K +$153K +1,476 +59%
CWM
1408
Cornerstone Wealth Management
Missouri
$449K -$164K -1,578 -29%
LSA
1409
Lansing Street Advisors
Pennsylvania
$449K – – –
FMWA
1410
Forvis Mazars Wealth Advisors
Missouri
$448K +$16.8K +162 +4%
KP
1411
Keel Point
Alabama
$445K +$49.5K +476 +14%
HFM
1412
Hartford Funds Management
Pennsylvania
$444K +$46.6K +448 +13%
ESCM
1413
Echo Street Capital Management
New York
$443K +$404K +3,888 New
TF
1414
Trek Financial
Arizona
$443K +$2.08K +20 +0.5%
BWM
1415
Bulltick Wealth Management
Florida
$441K +$402K +3,870 New
HG
1416
Harbor Group
New Hampshire
$440K +$39.5K +380 +11%
SIAG
1417
Safeguard Investment Advisory Group
California
$438K +$3.85K +37 +1%
BPCA
1418
Bank Pictet & Cie (Asia)
Singapore
$435K – – –
RWA
1419
Ropes Wealth Advisors
Massachusetts
$434K +$36K +346 +10%
NP
1420
Ninepoint Partners
Ontario, Canada
$431K +$393K +3,783 New
OAM
1421
Occidental Asset Management
California
$431K – – –
IGGA
1422
Iron Gate Global Advisors
Utah
$429K -$8.11K -78 -2%
HPC
1423
HM Payson & Co
Maine
$429K +$10.8K +104 +3%
PWM
1424
Prentice Wealth Management
New York
$427K +$390K +3,750 New
AWM
1425
Angeles Wealth Management
California
$425K -$50K -481 -11%
55 56
57
58 59