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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1051
Claro Advisors
Massachusetts
$297K +$3.72K +82 +1%
PTC
1052
Private Trust Company
Ohio
$297K +$30.4K +669 +12%
EFMH
1053
E Fund Management (HK)
Hong Kong
$297K +$102K +2,257 +58%
WRPWM
1054
Werba Rubin Papier Wealth Management
California
$296K +$30.4K +669 +12%
SRA
1055
Secured Retirement Advisors
Minnesota
$294K -$15.8K -348 -5%
DWM
1056
Dynasty Wealth Management
Florida
$293K -$635 -14 -0.2%
TCA
1057
Transcend Capital Advisors
New Jersey
$293K -$261K -5,754 -49%
AA
1058
Advisory Advocates
Michigan
$291K -$16.6K -365 -6%
TPF
1059
Tribridge Partners Financial
Maryland
$289K – – –
ITFISA
1060
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$288K – – –
WPWM
1061
Windward Private Wealth Management
Kansas
$288K – – –
WW
1062
Waterfront Wealth
Kansas
$288K – – –
WHG
1063
Westwood Holdings Group
Texas
$287K +$271K +5,977 New
WSC
1064
Wellington Shields & Co
New York
$286K -$45.4K -1,000 -14%
CW
1065
Channel Wealth
California
$285K – – –
ANTB
1066
AMG National Trust Bank
Colorado
$284K -$1.14K -25 -0.4%
LOAMS
1067
Lombard Odier Asset Management (Switzerland)
Switzerland
$283K -$467K -10,293 -64%
DWM
1068
Diversify Wealth Management
Utah
$282K -$30.5K -672 -10%
DAS
1069
Diversify Advisory Services
Utah
$282K +$269K +5,926 New
AWM
1070
Aprio Wealth Management
Georgia
$281K +$1.45K +32 +0.6%
SHGA
1071
Sand Hill Global Advisors
California
$280K – – –
HC
1072
Hamilton Capital
Ohio
$280K +$12.6K +278 +5%
DOA
1073
D'Orazio & Associates
Virginia
$278K +$1.68K +37 +0.6%
LP
1074
LMR Partners
United Kingdom
$278K +$263K +5,785 New
BWP
1075
Barlow Wealth Partners
Kentucky
$278K +$271K +5,969 New
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