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Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
2601
Advisory Resource Group
Oklahoma
$480K +$2.89K +20 +0.6%
CCG
2602
Coastwise Capital Group
California
$479K +$505K +3,492 New
AF
2603
Affiance Financial
Minnesota
$475K -$148K -1,024 -23%
SNBOSD
2604
Security National Bank of So Dak
Iowa
$474K +$145K +1,000 +41%
JF
2605
Jump Financial
Illinois
$473K -$122K -846 -20%
EA
2606
Echo45 Advisors
California
$473K -$118K -814 -19%
EFG
2607
Everhart Financial Group
Ohio
$471K +$496K +3,431 New
PO
2608
Private Ocean
California
$469K -$13.7K -95 -3%
SFM
2609
Signet Financial Management
New Jersey
$468K -$32.1K -222 -6%
GAM
2610
Gemmer Asset Management
California
$467K +$8.82K +61 +2%
TA
2611
TCM Advisors
West Virginia
$466K -$463K -3,200 Closed
VRM
2612
Vectors Research Management
New York
$465K -$113K -785 -19%
WA
2613
Waddell & Associates
Tennessee
$465K -$19.2K -133 -4%
BCM
2614
Brookmont Capital Management
Texas
$463K -$289 -2 -0.1%
WWG
2615
West Wealth Group
California
$462K +$30.9K +214 +7%
T
2616
TCWP
Ohio
$461K +$16.2K +112 +3%
HHGA
2617
Halbert Hargrove Global Advisors
California
$461K +$18.1K +125 +4%
OWA
2618
Opal Wealth Advisors
New York
$460K -$50.5K -349 -9%
SAMC
2619
Spectrum Asset Management (California)
California
$460K -$1.88K -13 -0.4%
CBOR
2620
Community Bank of Raymore
Missouri
$459K – – –
VAG
2621
VisionPoint Advisory Group
Texas
$459K +$287K +1,983 +82%
BL
2622
BFSG LLC
California
$457K +$1.16K +8 +0.2%
SPIO
2623
Seven Post Investment Office
California
$456K – – –
FC
2624
FCA Corp
Texas
$456K +$47.1K +326 +11%
WP
2625
WealthShield Partners
North Carolina
$454K -$704K -4,868 -60%
103 104
105
106 107