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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1351
ASB Consultores
Florida
$376K -$275K -625 -42%
BFO
1352
Boston Family Office
Massachusetts
$375K – – –
MA
1353
MONECO Advisors
Connecticut
$374K +$42.7K +97 +13%
DWA
1354
Delap Wealth Advisory
Oregon
$374K +$41.4K +94 +12%
DLA
1355
Douglas Lane & Associates
New York
$374K -$253K -575 -40%
AWE
1356
Avidian Wealth Enterprises
Texas
$374K +$169K +383 +82%
SPW
1357
Sonoma Private Wealth
California
$373K -$5.72K -13 -2%
OCBCO
1358
Oversea-Chinese Banking Corp (OCBC)
Singapore
$373K +$374K +850 New
PHS
1359
Pekin Hardy Strauss
Illinois
$373K – – –
OWA
1360
Outlook Wealth Advisors
Texas
$372K +$8.8K +20 +2%
CB
1361
CNB Bank
Pennsylvania
$372K – – –
QFA
1362
Quantum Financial Advisors
California
$371K – – –
CFA
1363
CWS Financial Advisors
Michigan
$370K -$2.2K -5 -0.6%
CP
1364
Creekside Partners
California
$369K +$370K +841 New
USCWA
1365
U.S. Capital Wealth Advisors
Texas
$368K +$66.9K +152 +22%
AFP
1366
Ausdal Financial Partners
Iowa
$368K +$12.3K +28 +3%
SHGA
1367
Sand Hill Global Advisors
California
$367K -$10.6K -24 -3%
CA
1368
Crewe Advisors
Utah
$366K +$45.8K +104 +14%
BCMO
1369
Buckingham Capital Management (Ohio)
Ohio
$363K -$151K -344 -29%
RDWM
1370
Red Door Wealth Management
Tennessee
$363K +$8.36K +19 +2%
LC
1371
Landaas & Company
Wisconsin
$363K – – –
CFO
1372
CVA Family Office
Colorado
$363K -$33.4K -76 -8%
FAG
1373
Fortitude Advisory Group
Washington
$363K +$2.2K +5 +0.6%
SWIM
1374
Smallwood Wealth Investment Management
New Jersey
$363K – – –
TWA
1375
Tandem Wealth Advisors
Arizona
$362K -$3.08K -7 -0.8%
53 54
55
56 57