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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2751
Dogwood Wealth Management
Kansas
$750K -$22.5K -55 -3%
MAC
2752
Mason & Associates (California)
California
$749K +$123K +302 +19%
MCM
2753
Magnolia Capital Management
New York
$747K – – –
PHWM
2754
Pine Harbor Wealth Management
Maryland
$746K +$2.45K +6 +0.3%
TSS
2755
Two Sigma Securities
New York
$743K +$392K +959 +101%
AG
2756
Algert Global
California
$742K +$125K +306 +19%
SFGP
2757
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$741K +$779K +1,906 New
TBWA
2758
Three Bridge Wealth Advisors
California
$741K -$233K -570 -23%
SCA
2759
Sandy Cove Advisors
Massachusetts
$740K +$63.7K +156 +9%
VBWMG
2760
Von Berge Wealth Management Group
California
$740K +$1.23K +3 +0.2%
HPM
2761
Hoxton Planning & Management
West Virginia
$740K +$12.3K +30 +2%
OIM
2762
Oder Investment Management
California
$738K -$15.9K -39 -2%
AIA
2763
Allied Investment Advisors
Montana
$737K +$51.1K +125 +7%
BHWM
2764
Beaird Harris Wealth Management
Texas
$735K +$58.8K +144 +8%
CWC
2765
Carolinas Wealth Consulting
North Carolina
$734K +$36K +88 +5%
BPC
2766
Banque Pictet & Cie
Switzerland
$734K -$435K -1,064 -36%
JSAM
2767
J. Safra Asset Management
New York
$733K +$324K +792 +73%
EBWM
2768
Eagle Bluffs Wealth Management
Missouri
$733K -$24.1K -59 -3%
KBFS
2769
Kohmann Bosshard Financial Services
Ohio
$733K +$1.63K +4 +0.2%
OCPWS
2770
One Charles Private Wealth Services
Massachusetts
$733K +$9.4K +23 +1%
SGC
2771
Slocum, Gordon & Co
Rhode Island
$732K – – –
JCM
2772
Jag Capital Management
Missouri
$732K +$817 +2 +0.1%
W
2773
Wealthquest
Ohio
$731K -$15.9K -39 -2%
NC
2774
Northcape Capital
Australia
$731K +$99.7K +244 +15%
SFG
2775
SNS Financial Group
Minnesota
$731K -$73.1K -179 -9%
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