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Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
2401
Jordan Park Group
California
$475K -$62 -1 -0%
TC
2402
Truvestments Capital
Florida
$475K +$60.5K +983 +15%
BAWM
2403
Bennett Associates Wealth Management
Pennsylvania
$474K -$83.1K -1,350 -15%
BWM
2404
BankPlus Wealth Management
Mississippi
$474K +$8.5K +138 +2%
FWSM
2405
First Wilshire Securities Management
California
$474K – – –
HCM
2406
Hollencrest Capital Management
California
$473K +$369 +6 +0.1%
NFTC
2407
North Forty Two & Co
Oregon
$471K -$42.4K -689 -8%
LCWP
2408
Legacy Capital Wealth Partners
Arkansas
$470K -$328K -5,322 -41%
FS
2409
Financial Symmetry
North Carolina
$469K +$53.7K +872 +13%
LJHT
2410
Laurie J. Hall Trustee
$469K -$30.8K -500 -6%
ACM
2411
Aljian Capital Management
Nevada
$469K -$25.2K -410 -5%
ATFA
2412
All Terrain Financial Advisors
Minnesota
$468K – – –
BC
2413
Barrett & Company
Rhode Island
$467K +$739 +12 +0.2%
SFA
2414
Souders Financial Advisors
Ohio
$466K +$31K +504 +7%
BW
2415
Blalock Williams
Alabama
$466K +$71.4K +1,159 +18%
PAS
2416
Professional Advisory Services
Florida
$465K – – –
TC
2417
TFR Capital
Texas
$464K +$242K +3,925 +109%
SI
2418
Seeds Investor
New York
$464K -$20.9K -339 -4%
BWM
2419
BigSur Wealth Management
Florida
$463K -$770K -12,500 -63%
AWA
2420
Amplius Wealth Advisors
Pennsylvania
$463K -$29.9K -485 -6%
CWM
2421
Circle Wealth Management
New Jersey
$462K +$45.5K +739 +11%
NAMP
2422
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$462K -$12.3K -200 -3%
RPCONE
2423
Retirement Planning Company of New England
Rhode Island
$461K +$1.42K +23 +0.3%
WIP
2424
WealthCare Investment Partners
Rhode Island
$461K +$923 +15 +0.2%
CWA
2425
Centennial Wealth Advisory
Michigan
$461K +$51.2K +832 +13%
95 96
97
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