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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1751
D'Orazio & Associates
Virginia
$249K -$328K -1,469 -57%
FMBTD
1752
First Midwest Bank Trust Division
Illinois
$249K -$7.81K -35 -3%
BCFD
1753
Boit C.F. David
$249K +$22.3K +100 +10%
BPCE
1754
Bank Pictet & Cie (Europe)
Germany
$249K +$44.6K +200 +22%
SPC
1755
Stewart & Patten Company
California
$248K – – –
CA
1756
Claro Advisors
Massachusetts
$247K -$29K -130 -10%
JWCA
1757
J.W. Coons Advisors
Ohio
$247K -$22.3K -100 -8%
PFA
1758
Pettinga Financial Advisors
Indiana
$247K -$16.7K -75 -6%
TC
1759
Trilogy Capital
California
$247K -$6.02K -27 -2%
CIG
1760
Cairn Investment Group
Washington
$247K – – –
FMWA
1761
Forvis Mazars Wealth Advisors
Missouri
$246K -$47.1K -211 -16%
LGA
1762
Lebenthal Global Advisors
New York
$246K -$19.6K -88 -7%
HWA
1763
HHM Wealth Advisors
Tennessee
$246K – – –
OPA
1764
Old Port Advisors
Maine
$245K +$1.56K +7 +0.6%
PHS
1765
Pekin Hardy Strauss
Illinois
$244K -$16.7K -75 -6%
RWI
1766
Red Wave Investments
Pennsylvania
$244K -$4.46K -20 -2%
BFG
1767
Barber Financial Group
Kansas
$244K -$2.23K -10 -0.9%
ABTD
1768
Arvest Bank Trust Division
Oklahoma
$244K +$23K +103 +10%
MCM
1769
MV Capital Management
Maryland
$243K +$2.9K +13 +1%
CWA
1770
Clarity Wealth Advisors
California
$242K -$2.23K -10 -0.9%
NJBEST
1771
New Jersey Better Educational Savings Trust
New Jersey
$242K – – –
FNWM
1772
Financial Network Wealth Management
Utah
$242K +$1.11K +5 +0.5%
TA
1773
Tiedemann Advisors
New York
$241K -$87.6K -393 -26%
RWM
1774
Reston Wealth Management
Virginia
$241K -$2.23K -10 -0.9%
SB
1775
Strategic Blueprint
Georgia
$240K +$55.1K +247 +29%
69 70
71
72 73