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Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1776
First American Trust
California
$308K -$5.07K -27 -2%
OFW
1777
Omnia Family Wealth
Florida
$306K +$19.3K +103 +6%
DWM
1778
Dakota Wealth Management
Florida
$306K +$322K +1,718 New
CAS
1779
Cue Advisory Services
Arizona
$304K +$35.6K +190 +13%
SIAP
1780
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K – – –
KPCM
1781
Kings Point Capital Management
New York
$302K +$39.6K +211 +14%
IWP
1782
Icon Wealth Partners
Texas
$300K -$65.7K -350 -17%
BHB
1783
Bank Hapoalim BM
Israel
$299K +$315K +1,680 New
BBNB
1784
Baker Boyer National Bank
Washington
$298K +$751 +4 +0.2%
VCM
1785
Vivaldi Capital Management
Illinois
$298K +$13.5K +72 +4%
JGIA
1786
Jackson Grant Investment Advisers
Connecticut
$297K +$1.31K +7 +0.4%
DSAM
1787
Dock Street Asset Management
Florida
$296K -$12.6K -67 -4%
BWP
1788
Baldwin Wealth Partners
Massachusetts
$295K +$37.3K +199 +14%
CA
1789
Cornerstone Advisory
Maryland
$294K -$18.8K -100 -6%
HMS
1790
Hanseatic Management Services
New Mexico
$291K +$306K +1,632 New
MTC
1791
McDaniel Terry & Co
Texas
$290K +$1.69K +9 +0.6%
AWMS
1792
Advocacy Wealth Management Services
Georgia
$289K -$16.9K -90 -5%
GAM
1793
Garrison Asset Management
Arkansas
$288K -$8.26K -44 -3%
NEAM
1794
New England Asset Management
Connecticut
$288K – – –
SVCP
1795
Silicon Valley Capital Partners
California
$285K +$1.69K +9 +0.6%
MA
1796
MCF Advisors
Kentucky
$285K +$9.94K +53 +3%
ABTD
1797
Arvest Bank Trust Division
Oklahoma
$285K +$299K +1,595 New
PGA
1798
Premia Global Advisors
Florida
$284K -$4.13K -22 -1%
MWM
1799
Merriman Wealth Management
Washington
$284K +$3.75K +20 +1%
LFR
1800
Lehman Financial Resources
Pennsylvania
$284K +$22.1K +118 +8%
70 71
72
73 74