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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1851
DDFG Inc
California
$663K +$628K +1,907 New
LF
1852
LifeSteps Financial
California
$663K -$73.1K -222 -10%
FOA
1853
Five Oceans Advisors
California
$662K -$14.8K -45 -2%
SCM
1854
Schnieders Capital Management
California
$661K -$49.4K -150 -7%
EFH
1855
Eaton Financial Holdings
Florida
$661K +$625K +1,900 New
AWM
1856
Atticus Wealth Management
Florida
$660K +$15.1K +46 +2%
LA
1857
Latitude Advisors
Florida
$659K -$78.7K -239 -11%
CC
1858
Cadinha & Co
Hawaii
$659K -$118K -360 -16%
EGA
1859
E&G Advisors
Texas
$658K – – –
AIC
1860
Argus Investors Counsel
New York
$658K -$4.94K -15 -0.8%
F
1861
F3Logic
Minnesota
$657K -$130K -396 -17%
GBS
1862
Gallagher Benefit Services
Illinois
$657K +$622K +1,890 New
FWM
1863
Forza Wealth Management
Florida
$657K +$622K +1,890 New
BPWM
1864
Badgley Phelps Wealth Managers
Washington
$655K +$13.5K +41 +2%
WG
1865
Winton Group
United Kingdom
$653K -$3.05M -9,272 -83%
WT
1866
Washington Trust
Rhode Island
$652K -$11.5K -35 -2%
S
1867
swisspartners
Liechtenstein
$651K -$17.8K -54 -3%
HPM
1868
Hoxton Planning & Management
West Virginia
$651K +$617K +1,873 New
CWM
1869
Cordatus Wealth Management
Pennsylvania
$651K +$617K +1,873 New
BB
1870
Bell Bank
North Dakota
$650K -$32.6K -99 -5%
BCM
1871
Becker Capital Management
Oregon
$649K -$17.4K -53 -3%
NQWM
1872
Northwest Quadrant Wealth Management
Oregon
$647K +$987 +3 +0.2%
AM
1873
Atwater Malick
Pennsylvania
$647K +$92.8K +282 +18%
CWG
1874
C WorldWide Group
Denmark
$646K -$907K -2,756 -60%
JAG
1875
Journey Advisory Group
Kentucky
$645K -$91.8K -279 -13%
73 74
75
76 77