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Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
2501
West Wealth Group
California
$321K +$3K +27 +0.8%
MC
2502
Miramar Capital
Illinois
$320K -$16.6K -150 -4%
NRI
2503
NFP Retirement Inc
California
$319K +$40.6K +366 +12%
NWA
2504
New World Advisors
Massachusetts
$318K +$4.44K +40 +1%
JSL
2505
JT Stratford LLC
Georgia
$318K +$54.2K +488 +17%
MM
2506
MQS Management
New York
$318K +$140K +1,264 +60%
KCMH
2507
Keywise Capital Management (HK)
Hong Kong
$318K +$185K +1,670 +98%
CWM
2508
Centric Wealth Management
Illinois
$315K -$42.6K -384 -10%
SAMC
2509
Spectrum Asset Management (California)
California
$315K -$1.67K -15 -0.4%
NWM
2510
NEIRG Wealth Management
Massachusetts
$315K +$33.6K +303 +10%
LW
2511
Linscomb Wealth
Texas
$314K -$250K -2,254 -40%
GAM
2512
Gemmer Asset Management
California
$314K -$9.1K -82 -2%
SPIO
2513
Seven Post Investment Office
California
$314K – – –
MIG
2514
McGuire Investment Group
Rhode Island
$313K -$55.6K -501 -13%
CSB
2515
City State Bank
Iowa
$312K -$115K -1,039 -24%
GWM
2516
Greenwich Wealth Management
Connecticut
$311K -$93.2K -840 -20%
AF
2517
Affiance Financial
Minnesota
$311K -$19.4K -175 -5%
RPWA
2518
Regent Peak Wealth Advisors
Georgia
$310K -$166K -1,493 -31%
S
2519
Schroders
United Kingdom
$309K -$208K -1,871 -36%
ACA
2520
Affinity Capital Advisors
California
$309K -$28.1K -253 -7%
TFO
2521
Tarbox Family Office
California
$309K +$113K +1,022 +45%
HFS
2522
Howard Financial Services
Texas
$309K +$154K +1,387 +74%
WA
2523
Waddell & Associates
Tennessee
$307K -$14.9K -134 -4%
BCMLT
2524
Beacon Capital Management LLC (Tennessee)
Tennessee
$307K – – –
WFA
2525
WMG Financial Advisors
Tennessee
$305K -$88.7K -799 -20%
99 100
101
102 103