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Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
801
Brighton Jones LLC
Washington
$325K +$25.6K +1,879 +9%
KMWM
802
Keudell/Morrison Wealth Management
Oregon
$324K +$67.5K +4,965 +28%
CC
803
Courier Capital
New York
$323K – – –
BCA
804
Berman Capital Advisors
Georgia
$322K +$3.47K +255 +1%
EGA
805
E&G Advisors
Texas
$321K +$308K +22,650 New
GSEP
806
Golden State Equity Partners
California
$320K -$555K -40,785 -64%
OWIM
807
Old West Investment Management
California
$320K – – –
HIIFS
808
Harel Insurance Investments & Financial Services
Israel
$319K -$211K -15,485 -41%
GWM
809
Greenhouse Wealth Management
Connecticut
$319K – – –
MGIA
810
Moneta Group Investment Advisors
Missouri
$318K -$44.2K -3,249 -13%
SWM
811
Sanctuary Wealth Management
Idaho
$318K – – –
SWM
812
Sugarloaf Wealth Management
Georgia
$318K +$13.6K +1,000 +5%
GFP
813
Gryphon Financial Partners
Ohio
$317K -$26.7K -1,966 -8%
BFIM
814
Beese Fulmer Investment Management
Ohio
$316K +$98.9K +7,273 +48%
ARIS
815
Advanced Research Investment Solutions
California
$315K +$303K +22,250 New
RPWA
816
Regent Peak Wealth Advisors
Georgia
$315K +$1.7K +125 +0.6%
SS
817
Simplicity Solutions
Minnesota
$315K +$50K +3,673 +20%
PG
818
Prostatis Group
Maryland
$314K -$5.44K -400 -2%
MOS
819
MGO One Seven
Ohio
$314K +$9.48K +697 +4%
AIA
820
Angeles Investment Advisors
California
$314K +$63.1K +4,640 +26%
ABC
821
Associated Banc-Corp
Wisconsin
$312K -$74.5K -5,477 -20%
LB
822
Leo Brokerage
Texas
$312K – – –
XSC
823
X-Square Capital
Puerto Rico
$312K +$7.73K +568 +3%
LA
824
Latitude Advisors
Florida
$311K +$137K +10,078 +85%
ARC
825
Advisor Resource Council
Texas
$309K -$174K -12,769 -37%
31 32
33
34 35