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Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
1076
Oak Harvest Investment Services
Texas
$223K +$875 +3 +0.4%
BWM
1077
BigSur Wealth Management
Florida
$222K – – –
JWCA
1078
J.W. Coons Advisors
Ohio
$222K – – –
LA
1079
Latitude Advisors
Florida
$220K -$11.7K -40 -5%
SDJVC
1080
St. Denis J. Villere & Co
Louisiana
$220K – – –
JPG
1081
Jordan Park Group
California
$218K -$125K -429 -36%
GSWM
1082
Golden State Wealth Management
California
$218K – – –
AWM
1083
Atticus Wealth Management
Florida
$217K – – –
DWM
1084
Dakota Wealth Management
Florida
$217K – – –
NERM
1085
New England Research & Management
Illinois
$217K – – –
CA
1086
Calton & Associates
Florida
$216K -$32.1K -110 -13%
DAM
1087
Delta Asset Management
Tennessee
$216K – – –
MBT
1088
Montecito Bank & Trust
California
$215K – – –
RCM
1089
Radnor Capital Management
Pennsylvania
$213K – – –
ET
1090
Equitable Trust
Tennessee
$213K +$215K +736 New
TWM
1091
Titus Wealth Management
California
$212K -$23.6K -81 -10%
TTWM
1092
TCV Trust & Wealth Management
Virginia
$212K – – –
NIM
1093
NuWave Investment Management
New Jersey
$212K +$214K +733 New
4WM
1094
44 Wealth Management
Oregon
$211K +$213K +731 New
FWM
1095
Fairhaven Wealth Management
Illinois
$210K – – –
HCM
1096
HMS Capital Management
Tennessee
$209K +$211K +722 New
EWA
1097
EP Wealth Advisors
California
$208K +$209K +718 New
APP
1098
Avantax Planning Partners
Iowa
$207K +$209K +716 New
CMO
1099
Covenant Multifamily Offices
Texas
$205K +$207K +709 New
MGIA
1100
Moneta Group Investment Advisors
Missouri
$204K +$206K +706 New
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44
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