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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2276
Insight Wealth Strategies
California
$342K +$6.83K +25 +2%
RBC
2277
Romano Brothers & Co
Illinois
$341K +$3.28K +12 +1%
SLC
2278
Second Line Capital
Louisiana
$341K -$65.1K -238 -17%
OF
2279
Optimize Financial
California
$341K +$310K +1,133 New
SWM
2280
Sterling Wealth Management
Illinois
$340K -$175K -639 -36%
SWP
2281
Semus Wealth Partners
Florida
$339K +$1.37K +5 +0.4%
DWA
2282
Dorsey Wright & Associates
California
$339K – – –
FPTW
2283
Franklin, Parlapiano, Turner & Welch
Texas
$338K – – –
FHB
2284
First Hawaiian Bank
Hawaii
$335K – – –
LT
2285
Legacy Trust
Michigan
$335K +$304K +1,112 New
HTHT
2286
Hemenway Trust Hemenway Trust
New Hampshire
$334K – – –
AI
2287
Arvest Investments
Arkansas
$334K +$304K +1,111 New
PFM
2288
Patton Fund Management
Texas
$334K – – –
DP
2289
Denver PWM
Colorado
$333K – – –
SAMC
2290
Spectrum Asset Management (California)
California
$333K – – –
WOSD
2291
WFA of San Diego
California
$332K -$820 -3 -0.3%
TA
2292
TruWealth Advisors
Louisiana
$332K +$6.01K +22 +2%
IRP
2293
Investment Research Partners
Pennsylvania
$332K +$289K +1,057 New
TWM
2294
Thrive Wealth Management
Pennsylvania
$332K +$4.65K +17 +2%
SHWM
2295
Smith & Howard Wealth Management
Georgia
$332K – – –
AIA
2296
AIMZ Investment Advisors
California
$332K – – –
IGGA
2297
Iron Gate Global Advisors
Utah
$331K +$301K +1,101 New
BCM
2298
Berbice Capital Management
New York
$331K +$82K +300 +38%
CWA
2299
Choice Wealth Advisors
Maine
$331K – – –
CHA
2300
Cooper/Haims Advisors
New York
$330K +$23.2K +85 +8%
90 91
92
93 94