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Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
2751
West Wealth Group
California
$679K +$14K +43 +2%
DWM
2752
Drive Wealth Management
Utah
$678K -$270K -831 -30%
MCM
2753
McRae Capital Management
New Jersey
$677K -$8.13K -25 -1%
EF
2754
Exeter Financial
Arizona
$675K +$88.2K +271 +16%
TAM
2755
Tucker Asset Management
Colorado
$675K +$40.3K +124 +7%
OPCM
2756
Osborne Partners Capital Management
California
$675K -$5.55M -17,065 -90%
WAM
2757
WNY Asset Management
New York
$675K -$14K -43 -2%
MAC
2758
Mason & Associates (California)
California
$674K +$28K +86 +5%
CA
2759
Centerpoint Advisors
Massachusetts
$674K +$325 +1 +0.1%
HIM
2760
Hillsdale Investment Management
Ontario, Canada
$674K +$615K +1,890 +9,450%
WH
2761
Willner & Heller
California
$673K +$6.18K +19 +1%
GP
2762
GLR Partners
Maryland
$673K -$105K -322 -14%
PB
2763
Pinnacle Bancorp
Nebraska
$673K -$27.3K -84 -4%
MBWA
2764
Marin Bay Wealth Advisors
California
$673K -$292K -899 -32%
BFF
2765
Byrne Financial Freedom
Massachusetts
$673K -$9.76K -30 -2%
SHFA
2766
SC&H Financial Advisors
Maryland
$673K – – –
SF
2767
Sun Financial
Utah
$672K -$40.3K -124 -6%
KFS
2768
Kelly Financial Services
Massachusetts
$671K +$12.4K +38 +2%
MCM
2769
Magnolia Capital Management
New York
$670K -$137K -420 -18%
SHA
2770
Seneca House Advisors
Virginia
$669K -$97.3K -299 -14%
EBWM
2771
Eagle Bluffs Wealth Management
Missouri
$668K – – –
RB
2772
Renasant Bank
Mississippi
$667K -$96K -295 -14%
CFGW
2773
Chancellor Financial Group WB
Pennsylvania
$666K +$25.7K +79 +4%
HPM
2774
Hoxton Planning & Management
West Virginia
$665K +$10.4K +32 +2%
ATI
2775
ARK & TLK Investments
Oklahoma
$664K – – –
109 110
111
112 113