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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1601
D'Orazio & Associates
Virginia
$381K +$8.49K +18 +2%
KC
1602
Knuff & Co
California
$381K +$91.1K +193 +34%
MFWP
1603
Mosaic Family Wealth Partners
Missouri
$380K +$138K +292 +62%
PHS
1604
Pekin Hardy Strauss
Illinois
$379K -$3.3K -7 -0.9%
BWM
1605
BigSur Wealth Management
Florida
$377K – – –
JGC
1606
J. Goldman & Co
New York
$377K +$359K +761 New
NC
1607
NewSquare Capital
Pennsylvania
$377K +$91.5K +194 +34%
OC
1608
Oakworth Capital
Alabama
$377K – – –
MW
1609
MBL Wealth
North Carolina
$376K +$115K +244 +47%
SF
1610
Sun Financial
Utah
$373K -$7.55K -16 -2%
KWM
1611
Keebeck Wealth Management
Illinois
$373K +$355K +753 New
CA
1612
Crewe Advisors
Utah
$373K +$7.55K +16 +2%
HWMO
1613
Heritage Wealth Management (Ohio)
Ohio
$372K – – –
PIA
1614
Perennial Investment Advisors
California
$371K +$44.4K +94 +14%
MAG
1615
M3 Advisory Group
Massachusetts
$369K +$34.4K +73 +11%
SHGA
1616
Sand Hill Global Advisors
California
$369K +$18.9K +40 +6%
CFS
1617
CRA Financial Services
New Jersey
$367K +$6.61K +14 +2%
CRC
1618
Curi RMB Capital
Illinois
$367K -$17.9K -38 -5%
ELM
1619
Elite Life Management
Florida
$367K +$14.6K +31 +4%
CPW
1620
Cove Private Wealth
New York
$367K +$350K +741 New
1WA
1621
180 Wealth Advisors
Washington
$367K +$1.42K +3 +0.4%
LA
1622
Latitude Advisors
Florida
$366K -$9.44K -20 -3%
JCM
1623
Jacobsen Capital Management
Utah
$366K +$15.6K +33 +5%
PBO
1624
Peoples Bank (Ohio)
Ohio
$365K -$11.3K -24 -3%
CT
1625
Colonial Trust
South Carolina
$365K +$21.2K +45 +7%
63 64
65
66 67