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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
3651
Halbert Hargrove Global Advisors
California
$96.7K +$83.9K +542 +678%
OCM
3652
Osterweis Capital Management
California
$96K -$115K -745 -55%
LWA
3653
Lowe Wealth Advisors
Maryland
$95.8K -$3.25K -21 -3%
RCM
3654
Richardson Capital Management
Wisconsin
$95.5K +$33.3K +215 +54%
CTWM
3655
Cherry Tree Wealth Management
Minnesota
$95K – – –
CWM
3656
Copia Wealth Management
Oregon
$94.7K +$9.45K +61 +11%
RP
3657
Raelipskie Partnership
Ontario, Canada
$93.2K – – –
NSG
3658
Nalls Sherbakoff Group
Tennessee
$91.9K – – –
PWMA
3659
Pension & Wealth Management Advisors
Massachusetts
$89.6K +$56.5K +365 +173%
TCB
3660
Texas Capital Bancshares
Texas
$89.3K -$153K -985 -63%
WBC
3661
Westpac Banking Corp
Australia
$87.3K +$87K +562 New
WA
3662
Westfuller Advisors
New York
$86.1K +$85.8K +554 New
WCM
3663
Westend Capital Management
California
$85.6K – – –
CYG
3664
Clean Yield Group
Vermont
$84.3K – – –
PWMG
3665
Private Wealth Management Group
New Jersey
$83.9K +$27.7K +179 +50%
OCM
3666
Orion Capital Management
California
$81K +$155 +1 +0.2%
MCI
3667
MRP Capital Investments
Georgia
$80.8K – – –
HNW
3668
High Note Wealth
Minnesota
$79.7K +$774 +5 +1%
BFS
3669
Burkett Financial Services
South Carolina
$78.3K +$14.6K +94 +23%
LI
3670
Louisbourg Investments
New Brunswick, Canada
$77.6K – – –
SCA
3671
Stuart Chaussee & Associates
California
$77.6K – – –
GAG
3672
Goodman Advisory Group
Massachusetts
$77.5K – – –
CCM
3673
Cloud Capital Management
Washington
$75K +$74.8K +483 New
ITFISA
3674
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$74.5K +$74.3K +480 New
PWM
3675
Peck Wealth Management
New York
$74.2K +$74K +478 New
145 146
147
148 149