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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1876
Addison Advisors
Vermont
$538K -$63.1K -597 -10%
CWM
1877
Circle Wealth Management
New Jersey
$537K -$10.5K -99 -2%
GSIS
1878
Global Strategic Investment Solutions
Arizona
$537K +$3.06K +29 +0.5%
SL
1879
Sentinus LLC
Illinois
$537K +$137K +1,297 +30%
NCM
1880
Novare Capital Management
North Carolina
$535K +$12.4K +117 +2%
CWS
1881
Cypress Wealth Services
California
$533K -$16.9K -160 -3%
IWM
1882
Iams Wealth Management
Nebraska
$532K +$48.9K +463 +9%
PPW
1883
Presilium Private Wealth
Pennsylvania
$526K +$1.69K +16 +0.3%
TIA
1884
Tiemann Investment Advisors
California
$526K +$92.9K +879 +19%
RWP
1885
Ridgecrest Wealth Partners
California
$525K +$60.2K +570 +12%
JSAM
1886
J. Safra Asset Management
New York
$525K +$65K +615 +13%
PL
1887
Plancorp LLC
Missouri
$523K -$32.7K -309 -6%
HWA
1888
HHM Wealth Advisors
Tennessee
$522K -$7.29K -69 -1%
IIL
1889
Income Insurance Ltd
$520K – – –
LCWP
1890
Legacy Capital Wealth Partners
Arkansas
$519K -$103K -971 -15%
DIM
1891
Delta Investment Management
California
$519K -$11.2K -106 -2%
NCTC
1892
New Covenant Trust Company
Indiana
$519K -$17.2K -163 -3%
WWG
1893
West Wealth Group
California
$519K -$239K -2,258 -30%
CCWM
1894
Correct Capital Wealth Management
Missouri
$518K +$312K +2,956 +122%
FBB
1895
Fulton Breakefield Broenniman
Maryland
$517K +$63K +596 +13%
FBC
1896
Fairfield, Bush & Co
Connecticut
$516K -$2.64K -25 -0.5%
7WCP
1897
71 West Capital Partners
Massachusetts
$516K +$102K +962 +22%
WMA
1898
Wealth Management Associates
New Jersey
$515K -$31.2K -295 -5%
PWAM
1899
Private Wealth Asset Management
Iowa
$515K +$211 +2 +0%
GFPC
1900
Global Financial Private Client
Florida
$515K +$2.75K +26 +0.5%
74 75
76
77 78