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Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
2276
Narus Financial Partners
Utah
$344K +$10.4K +38 +3%
FM
2277
Family Management
New York
$344K -$9.84K -36 -3%
AGP
2278
Aspire Growth Partners
Florida
$343K -$36.4K -133 -10%
IWS
2279
Insight Wealth Strategies
California
$342K +$6.83K +25 +2%
RBC
2280
Romano Brothers & Co
Illinois
$341K +$3.28K +12 +1%
SLC
2281
Second Line Capital
Louisiana
$341K -$65.1K -238 -17%
OF
2282
Optimize Financial
California
$341K +$310K +1,133 New
SWM
2283
Sterling Wealth Management
Illinois
$340K -$175K -639 -36%
SWP
2284
Semus Wealth Partners
Florida
$339K +$1.37K +5 +0.4%
DWA
2285
Dorsey Wright & Associates
California
$339K – – –
FPTW
2286
Franklin, Parlapiano, Turner & Welch
Texas
$338K – – –
FHB
2287
First Hawaiian Bank
Hawaii
$335K – – –
LT
2288
Legacy Trust
Michigan
$335K +$304K +1,112 New
HTHT
2289
Hemenway Trust Hemenway Trust
New Hampshire
$334K – – –
AI
2290
Arvest Investments
Arkansas
$334K +$304K +1,111 New
PFM
2291
Patton Fund Management
Texas
$334K – – –
DP
2292
Denver PWM
Colorado
$333K – – –
SAMC
2293
Spectrum Asset Management (California)
California
$333K – – –
WOSD
2294
WFA of San Diego
California
$332K -$820 -3 -0.3%
TA
2295
TruWealth Advisors
Louisiana
$332K +$6.01K +22 +2%
IRP
2296
Investment Research Partners
Pennsylvania
$332K +$289K +1,057 New
TWM
2297
Thrive Wealth Management
Pennsylvania
$332K +$4.65K +17 +2%
SHWM
2298
Smith & Howard Wealth Management
Georgia
$332K – – –
AIA
2299
AIMZ Investment Advisors
California
$332K – – –
IGGA
2300
Iron Gate Global Advisors
Utah
$331K +$301K +1,101 New
90 91
92
93 94