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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Sanctuary Wealth Management
Idaho
$333K +$13.3K +1,000 +5%
QCIG
827
Quad-Cities Investment Group
Iowa
$333K +$26.6K +2,000 +10%
BCA
828
Berman Capital Advisors
Georgia
$333K +$48.5K +3,652 +19%
CPA
829
Court Place Advisors
Maryland
$332K -$13.3K -1,000 -4%
GW
830
GW & Wade
Massachusetts
$331K -$181K -13,611 -38%
GP
831
Girard Partners
Pennsylvania
$331K -$29.3K -2,203 -9%
MW
832
Marcum Wealth
Ohio
$329K +$1.82K +137 +0.6%
LB
833
Leo Brokerage
Texas
$327K -$179K -13,442 -38%
SA
834
Strategic Advisors
New York
$323K +$112K +8,422 +63%
CPO
835
Cerity Partners OCIO
New York
$320K -$3.59K -270 -1%
SWM
836
Sugarloaf Wealth Management
Georgia
$319K -$5.98K -450 -2%
XSC
837
X-Square Capital
Puerto Rico
$319K +$285K +21,474 New
BMA
838
Brooks Moore & Associates
Tennessee
$318K +$284K +21,400 New
SGCA
839
Steel Grove Capital Advisors
Tennessee
$316K +$2.26K +170 +0.8%
OWA
840
Octavia Wealth Advisors
Ohio
$316K +$117K +8,814 +71%
BJL
841
Brighton Jones LLC
Washington
$314K +$21K +1,579 +8%
TCM
842
Tuttle Capital Management
Connecticut
$314K +$129K +9,680 +85%
MWM
843
Mission Wealth Management
California
$312K +$88.9K +6,690 +47%
SP
844
Successful Portfolios
Florida
$311K +$37.4K +2,810 +16%
CA
845
Calton & Associates
Florida
$310K +$14.4K +1,083 +5%
PP
846
Prudential plc
United Kingdom
$309K -$177K -13,278 -39%
RPWA
847
Regent Peak Wealth Advisors
Georgia
$309K +$41.9K +3,152 +17%
EGA
848
E&G Advisors
Texas
$307K -$275K -20,650 Closed
CSIC
849
Clifford Swan Investment Counsel
California
$307K +$13 +1 +0%
BTWM
850
Baker Tilly Wealth Management
Wisconsin
$307K +$399 +30 +0.1%
32 33
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