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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1751
Avestar Capital
New York
$1.61M +$47.8K +339 +3%
OPCM
1752
Osborne Partners Capital Management
California
$1.61M -$49.2K -349 -3%
OBWG
1753
Onyx Bridge Wealth Group
New York
$1.61M -$39.9K -283 -2%
CASB
1754
Cape Ann Savings Bank
Massachusetts
$1.61M -$46.9K -333 -3%
TA
1755
TrueWealth Advisors
Alabama
$1.6M -$26.9K -191 -2%
HIC
1756
Harvey Investment Company
Kentucky
$1.6M – – –
MEAC
1757
M.E. Allison & Co
Texas
$1.59M +$180K +1,276 +13%
PSB
1758
Piscataqua Savings Bank
New Hampshire
$1.59M -$11.4K -81 -0.7%
FA
1759
Fermata Advisors
California
$1.59M +$192K +1,360 +14%
WHRC
1760
W.H. Reaves & Co
New Jersey
$1.59M -$7.75K -55 -0.5%
HAM
1761
Hedges Asset Management
Nevada
$1.59M -$211K -1,500 -12%
HPG
1762
Harvest Portfolios Group
Ontario, Canada
$1.59M -$64.4K -457 -4%
WAM
1763
Walker Asset Management
Missouri
$1.59M +$36.4K +258 +2%
UBG
1764
United Bank (Georgia)
Georgia
$1.59M +$112K +796 +8%
LA
1765
Lindenwold Advisors
Pennsylvania
$1.59M -$562K -3,985 -26%
MFF
1766
Michels Family Financial
Texas
$1.58M +$4.23K +30 +0.3%
RL
1767
Ruffer LLP
United Kingdom
$1.58M – – –
LFM
1768
LGT Fund Management
Liechtenstein
$1.57M +$432K +3,066 +39%
APW
1769
Austin Private Wealth
Texas
$1.57M +$42.6K +302 +3%
TWP
1770
Total Wealth Planning
Ohio
$1.57M -$17.1K -121 -1%
HNWAG
1771
High Net Worth Advisory Group
Florida
$1.56M -$66.7K -473 -4%
DW30
1772
Drucker Wealth 3.0
New Jersey
$1.56M +$1.09M +7,745 +313%
HP
1773
Holistic Planning
Texas
$1.56M +$128K +911 +9%
BCM
1774
Brookmont Capital Management
Texas
$1.56M -$1.4M -9,949 -48%
VWM
1775
VCI Wealth Management
Missouri
$1.56M +$218K +1,544 +16%
69 70
71
72 73