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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2226
Vision Capital Management
Oregon
$451K – – –
LFG
2227
Lockerman Financial Group
California
$449K +$124 +2 +0%
AFT
2228
Alpha Family Trust
California
$448K +$77.1K +1,245 +21%
TPW
2229
Transatlantique Private Wealth
New York
$448K -$38.7K -625 -8%
GFPC
2230
Global Financial Private Client
Florida
$448K – – –
SWP
2231
Semus Wealth Partners
Florida
$448K -$44.5K -719 -9%
AP
2232
Adero Partners
California
$446K +$39.3K +635 +10%
KIC
2233
Keating Investment Counselors
Florida
$446K -$402K -6,500 -48%
CC
2234
Cadinha & Co
Hawaii
$446K -$57.3K -925 -12%
PP
2235
Pegasus Partners
Wisconsin
$445K – – –
GXJ
2236
Global X Japan
Japan
$445K -$1.3K -21 -0.3%
MAM
2237
Marotta Asset Management
Virginia
$445K +$13.8K +223 +3%
CFA
2238
CWS Financial Advisors
Michigan
$445K +$805 +13 +0.2%
WAAG
2239
Wealth Alliance Advisory Group
Kansas
$444K -$265K -4,280 -38%
FOA
2240
Five Oceans Advisors
California
$444K -$75K -1,212 -15%
SPC
2241
Spirepoint Private Client
Florida
$444K -$14.9K -241 -3%
RCA
2242
Resonant Capital Advisors
Wisconsin
$443K +$77.5K +1,252 +22%
JWM
2243
Janiczek Wealth Management
Colorado
$443K +$56.6K +915 +15%
MKC
2244
M. Kraus & Co
Vermont
$442K – – –
KCFA
2245
Key Client Fiduciary Advisors
New Jersey
$441K +$4.15K +67 +1%
GWM
2246
Gibbs Wealth Management
Georgia
$440K +$66.6K +1,076 +18%
BFA
2247
Bill Few Associates
Pennsylvania
$440K +$5.2K +84 +1%
CG
2248
Clarus Group
Texas
$438K -$157K -2,539 -27%
C
2249
CEDRUS
Colorado
$438K -$10.5K -170 -2%
KA
2250
Klingman & Associates
New York
$437K +$495 +8 +0.1%
88 89
90
91 92