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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1876
Solstein Capital
California
$546K +$165K +453 +41%
FOA
1877
Five Oceans Advisors
California
$546K +$571K +1,571 New
NAS
1878
Nicolet Advisory Services
Wisconsin
$543K +$141K +388 +33%
SWRP
1879
Summit Wealth & Retirement Planning
California
$543K +$567K +1,560 New
SVWAG
1880
Sound View Wealth Advisors Group
Georgia
$539K +$153K +420 +37%
PFBT
1881
Parkside Financial Bank & Trust
Missouri
$538K +$19.6K +54 +4%
TFO
1882
Tarbox Family Office
California
$534K -$3.64K -10 -0.6%
SW
1883
SkyOak Wealth
Michigan
$533K -$14.5K -40 -3%
HI
1884
Hudock Inc
Pennsylvania
$533K +$8.36K +23 +2%
MIC
1885
Means Investment Company
Maine
$531K +$7.27K +20 +1%
BFO
1886
Boston Family Office
Massachusetts
$530K – – –
SIM
1887
SSI Investment Management
California
$530K – – –
SAM
1888
SP Asset Management
California
$527K +$727 +2 +0.1%
CA
1889
Claro Advisors
Massachusetts
$527K +$19.3K +53 +4%
SB
1890
Sunflower Bank
Texas
$525K -$21.8K -60 -4%
TSS
1891
Two Sigma Securities
New York
$525K +$301K +829 +122%
AWG
1892
Altus Wealth Group
Colorado
$525K +$549K +1,510 New
FBFS
1893
First Business Financial Services
Wisconsin
$523K +$127K +350 +30%
LCS
1894
Levin Capital Strategies
New York
$522K – – –
PHAM
1895
Palisades Hudson Asset Management
Florida
$522K – – –
PBT
1896
Pictet Bank & Trust
Bahamas
$522K – – –
CFSG
1897
Clark Financial Services Group
Missouri
$521K +$20.4K +56 +4%
AW
1898
ACG Wealth
Georgia
$521K +$142K +391 +35%
FLI
1899
Family Legacy Inc
South Carolina
$520K – – –
SGCA
1900
Steel Grove Capital Advisors
Tennessee
$520K +$166K +456 +44%
74 75
76
77 78