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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1401
Seven Mile Advisory
New Jersey
$395K +$57.5K +126 +18%
CIP
1402
Convergence Investment Partners
Florida
$395K +$71.6K +157 +23%
LC
1403
Landaas & Company
Wisconsin
$395K – – –
RDWM
1404
Red Door Wealth Management
Tennessee
$395K – – –
SWIM
1405
Smallwood Wealth Investment Management
New Jersey
$394K – – –
LT
1406
Legacy Trust
Michigan
$393K +$11.4K +25 +3%
SHGA
1407
Sand Hill Global Advisors
California
$392K -$6.84K -15 -2%
FAT
1408
First American Trust
California
$391K -$32.4K -71 -8%
AWM
1409
Atticus Wealth Management
Florida
$389K -$4.11K -9 -1%
DOA
1410
D'Orazio & Associates
Virginia
$389K +$14.1K +31 +4%
OFS
1411
OneAscent Financial Services
Alabama
$388K -$3.19K -7 -0.9%
AFP
1412
Ausdal Financial Partners
Iowa
$386K -$12.8K -28 -3%
WC
1413
Wynn Capital
Georgia
$386K – – –
ST
1414
Sentinel Trust
Texas
$385K – – –
OCM
1415
One Capital Management
California
$385K -$131K -288 -26%
LA
1416
Latitude Advisors
Florida
$383K -$7.3K -16 -2%
ST
1417
Sabal Trust
Florida
$382K +$5.93K +13 +2%
NWAG
1418
Net Worth Advisory Group
Utah
$382K +$365K +800 New
BCFD
1419
Boit C.F. David
$381K – – –
BCMO
1420
Buckingham Capital Management (Ohio)
Ohio
$379K -$15.1K -33 -4%
WC
1421
Woodstock Corp
Massachusetts
$378K – – –
DCM
1422
Donaldson Capital Management
Indiana
$378K +$6.84K +15 +2%
PWG
1423
Portside Wealth Group
Utah
$376K +$23.7K +52 +7%
PMSA
1424
Patrick M. Sweeney & Associates
Illinois
$375K – – –
FOA
1425
Five Oceans Advisors
California
$374K +$6.39K +14 +2%
55 56
57
58 59