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Name Holding Trade Value Shares
Change 		Change in
Stake
ASFA
1751
All Season Financial Advisors
Colorado
$583K +$586K +10,766 New
IWA
1752
IVC Wealth Advisors
Pennsylvania
$582K +$12.3K +226 +2%
NFG
1753
Nadler Financial Group
Illinois
$581K -$2.72K -50 -0.5%
PWMAG
1754
Pinnacle Wealth Management Advisory Group
New Jersey
$580K – – –
GFP
1755
Gryphon Financial Partners
Ohio
$580K +$53.3K +980 +10%
BT
1756
Brandywine Trust
Delaware
$578K – – –
CCFM
1757
Clear Creek Financial Management
Washington
$578K +$581K +10,675 New
TC
1758
Trust Company
Kansas
$576K -$18.2K -335 -3%
AWM
1759
Accurate Wealth Management
Florida
$575K +$578K +10,630 New
TAIM
1760
Te Ahumairangi Investment Management
New Zealand
$574K -$751K -13,800 -57%
BWM
1761
BCS Wealth Management
Tennessee
$572K +$54.7K +1,006 +11%
WI
1762
WrapManager Inc
California
$569K +$107K +1,960 +23%
WGA
1763
Weather Gauge Advisory
Virginia
$568K -$7.4K -136 -1%
CWM
1764
Circle Wealth Management
New Jersey
$568K +$8.05K +148 +1%
EA
1765
Elm Advisors
California
$567K -$30.2K -555 -5%
MFG
1766
Merit Financial Group
Georgia
$566K -$12.1K -223 -2%
LNWTC
1767
Laird Norton Wetherby Trust Company
Washington
$564K -$127K -2,336 -18%
HFM
1768
Hartford Financial Management
Connecticut
$564K -$20.9K -385 -4%
CFA
1769
CWS Financial Advisors
Michigan
$562K -$2.23K -41 -0.4%
MA
1770
MONECO Advisors
Connecticut
$562K +$17.1K +315 +3%
KWMG
1771
King Wealth Management Group
Florida
$561K +$27K +497 +5%
OIM
1772
Oder Investment Management
California
$558K -$250K -4,595 -31%
RCIM
1773
Red Cedar Investment Management
Michigan
$557K -$299K -5,492 -35%
MIFH
1774
Migdal Insurance & Financial Holdings
Israel
$557K – – –
BAIA
1775
Bel Air Investment Advisors
California
$554K -$677K -12,438 -55%
69 70
71
72 73