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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
1001
Omnia Family Wealth
Florida
$192K +$33 +1 +0%
SCA
1002
Snowden Capital Advisors
New York
$192K -$31.8K -978 -14%
PGA
1003
Portland Global Advisors
Maine
$191K -$20.3K -626 -9%
CCM
1004
Coldstream Capital Management
Washington
$191K -$4.29K -132 -2%
AWM
1005
Aprio Wealth Management
Georgia
$190K -$45.6K -1,402 -19%
HTHT
1006
Hemenway Trust Hemenway Trust
New Hampshire
$190K -$19.6K -602 -9%
RPA
1007
Rock Point Advisors
Vermont
$190K -$19.6K -602 -9%
CWP
1008
Capital Wealth Planning
Florida
$189K -$93.1K -2,865 -32%
AWM
1009
Aberdeen Wealth Management
Illinois
$189K -$52.2K -1,607 -21%
IDA
1010
Intelligence Driven Advisers
California
$189K – – –
LIM
1011
Leavell Investment Management
Alabama
$189K +$89.7K +2,760 +83%
VWA
1012
Visionary Wealth Advisors
Illinois
$188K +$5.2K +160 +3%
TCM
1013
Traynor Capital Management
Pennsylvania
$187K -$82.6K -2,540 -34%
REMPR
1014
Roof Eidam Maycock Peralta (REMP)
California
$187K -$8.68K -267 -4%
JWM
1015
Jupiter Wealth Management
Colorado
$187K – – –
LF
1016
Lantz Financial
Illinois
$187K +$7.83K +241 +4%
PCC
1017
Park Circle Company
Maryland
$187K +$196K +6,019 New
VWA
1018
VERITY Wealth Advisors
United States
$186K – – –
SS
1019
Simplicity Solutions
Minnesota
$185K -$40.5K -1,245 -17%
YWP
1020
YorkBridge Wealth Partners
New York
$184K -$103K -3,158 -35%
BAS
1021
Brown Advisory Securities
Maryland
$184K – – –
AHC
1022
Adell Harriman & Carpenter
Texas
$183K – – –
LW
1023
Linscomb Wealth
Texas
$183K -$8.94K -275 -4%
MWP
1024
Moller Wealth Partners
$182K – – –
PJSIMP
1025
P.J. Schmidt Investment Management (PJS)
Wisconsin
$182K +$58.8K +1,809 +54%
39 40
41
42 43