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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2651
Aviso Wealth Management
Washington
$849K -$1.63K -4 -0.2%
OCM
2652
Orion Capital Management
California
$848K – – –
KW
2653
KWB Wealth
California
$847K +$2.86K +7 +0.3%
1IA
2654
1620 Investment Advisors
Massachusetts
$847K +$15.5K +38 +2%
OWA
2655
Opal Wealth Advisors
New York
$845K -$29.8K -73 -3%
TC
2656
TFR Capital
Texas
$843K +$886K +2,168 New
EIA
2657
Edgemoor Investment Advisors
Maryland
$843K +$32.7K +80 +4%
S
2658
Sachetta
Massachusetts
$843K -$5.72K -14 -0.6%
SIAG
2659
Safeguard Investment Advisory Group
California
$843K +$15.5K +38 +2%
BSSFA
2660
Baron Silver Stevens Financial Advisors
Florida
$840K +$123K +301 +16%
TFP
2661
Tilia Fiduciary Partners
North Carolina
$839K -$22.1K -54 -2%
BKA
2662
Brick & Kyle Associates
Pennsylvania
$839K -$9.4K -23 -1%
DWM
2663
Defined Wealth Management
Oregon
$835K +$4.49K +11 +0.5%
PFA
2664
Pathway Financial Advisors
Vermont
$834K -$5.31K -13 -0.6%
DBG
2665
De Burlo Group
Massachusetts
$832K – – –
PPWM
2666
Paragon Private Wealth Management
Kentucky
$831K +$62.5K +153 +8%
HWMG
2667
Hurlow Wealth Management Group
Indiana
$831K +$11K +27 +1%
SFPG
2668
Stonebridge Financial Planning Group
Florida
$831K +$22.9K +56 +3%
AIS
2669
American Investment Services
Massachusetts
$830K – – –
IIC
2670
Integrated Investment Consultants
Michigan
$829K +$2.45K +6 +0.3%
ESBC
2671
E.S. Barr & Co
Kentucky
$827K -$17.2K -42 -2%
AF
2672
Aldebaran Financial
$827K -$5.31K -13 -0.6%
MWA
2673
Medallion Wealth Advisors
Connecticut
$827K +$876K +2,144 New
DA
2674
Detalus Advisors
Missouri
$827K +$35.1K +86 +4%
TL
2675
Tradewinds LLC
North Carolina
$825K -$13.5K -33 -2%
105 106
107
108 109