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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1201
Mayflower Financial Advisors
Massachusetts
$911K +$1.09M +3,913 New
TA
1202
Tectonic Advisors
Texas
$907K +$1.08M +3,896 New
MCC
1203
Money Concepts Capital
Florida
$906K +$1.08M +3,892 New
CC
1204
Callan Capital
California
$903K +$8.33K +30 +0.8%
AP
1205
Advisor Partners
California
$898K +$21.7K +78 +2%
BOH
1206
Bank of Hawaii
Hawaii
$896K -$117K -422 -10%
OIA
1207
Optimum Investment Advisors
Illinois
$895K – – –
ABC
1208
Associated Banc-Corp
Wisconsin
$894K -$1.94K -7 -0.2%
WT
1209
Whittier Trust
California
$893K +$167K +603 +19%
SW
1210
SteelPeak Wealth
California
$891K -$17.8K -64 -2%
PFWA
1211
Paces Ferry Wealth Advisors
Georgia
$889K -$66.6K -240 -6%
YIA
1212
YHB Investment Advisors
Connecticut
$885K -$667K -2,401 -39%
RCA
1213
Rowland Carmichael Advisors
Arizona
$885K +$74.4K +268 +8%
BJL
1214
Brighton Jones LLC
Washington
$884K +$348K +1,254 +49%
AMCA
1215
Arthur M. Cohen & Associates
Illinois
$878K +$22.2K +80 +2%
DWA
1216
Douglass Winthrop Advisors
New York
$877K -$5.24M -18,861 -83%
JSAM
1217
J. Safra Asset Management
New York
$875K +$1.04M +3,760 New
GCAC
1218
Guardian Capital Advisors (Canada)
Ontario, Canada
$871K +$437K +1,575 +77%
GW
1219
GW & Wade
Massachusetts
$867K +$440K +1,585 +74%
CFA
1220
Carroll Financial Associates
North Carolina
$863K +$109K +391 +12%
EW
1221
Evoke Wealth
California
$861K -$66.6K -240 -6%
JCM
1222
Jag Capital Management
Missouri
$859K +$368K +1,327 +54%
MOS
1223
MGO One Seven
Ohio
$855K -$1.36M -4,906 -43%
SWP
1224
Strategic Wealth Partners
Ohio
$855K +$242K +873 +31%
AFG
1225
Albion Financial Group
Utah
$852K +$9.44K +34 +0.9%
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