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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2401
Apriem Advisors
California
$413K +$229K +3,327 +114%
ABTD
2402
Arvest Bank Trust Division
Oklahoma
$413K -$109K -1,585 -20%
OA
2403
Oceanside Advisors
South Carolina
$413K +$6.95K +101 +2%
LOAMU
2404
Lombard Odier Asset Management (USA)
New York
$413K +$429K +6,226 New
JGUA
2405
John G. Ullman & Associates
New York
$413K +$50.2K +730 +13%
KCFA
2406
Key Client Fiduciary Advisors
New Jersey
$413K +$4.96K +72 +1%
CWM
2407
Circle Wealth Management
New Jersey
$413K -$30.7K -446 -7%
VCM
2408
Vision Capital Management
Oregon
$412K +$2K +29 +0.5%
1WM
2409
1900 Wealth Management
Texas
$412K +$5.92K +86 +1%
SSWG
2410
Seven Springs Wealth Group
Tennessee
$412K – – –
CAG
2411
Curtis Advisory Group
California
$411K – – –
TWP
2412
Tempus Wealth Planning
California
$410K +$97.4K +1,415 +30%
TIP
2413
Tandem Investment Partners
New Jersey
$410K +$7.92K +115 +2%
CA
2414
Capital Advantage
California
$409K -$79K -1,148 -16%
VCAM
2415
Van Cleef Asset Management
Ohio
$409K -$65.4K -950 -13%
SP
2416
Saranac Partners
$409K +$17.2K +250 +4%
SMH
2417
Sanders Morris Harris
Texas
$409K -$32.1K -466 -7%
ABLA
2418
Alan B. Lancz & Associates
Ohio
$408K -$151K -2,200 -26%
NECFA
2419
New England Capital Financial Advisors
Connecticut
$406K +$18K +262 +4%
GAM
2420
Gould Asset Management
California
$406K +$15.5K +225 +4%
PWM
2421
Pines Wealth Management
North Carolina
$405K +$11.8K +172 +3%
RWS
2422
Resolute Wealth Strategies
Mississippi
$405K +$69 +1 +0%
EWA
2423
Exit Wealth Advisors
Georgia
$404K +$419K +6,092 New
WA
2424
Wealth Architects
California
$404K +$4.13K +60 +1%
HA
2425
HC Advisors
Georgia
$403K +$1.79K +26 +0.4%
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