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Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1876
Five Oceans Advisors
California
$546K +$571K +1,571 New
NAS
1877
Nicolet Advisory Services
Wisconsin
$543K +$141K +388 +33%
SWRP
1878
Summit Wealth & Retirement Planning
California
$543K +$567K +1,560 New
SVWAG
1879
Sound View Wealth Advisors Group
Georgia
$539K +$153K +420 +37%
PFBT
1880
Parkside Financial Bank & Trust
Missouri
$538K +$19.6K +54 +4%
TFO
1881
Tarbox Family Office
California
$534K -$3.64K -10 -0.6%
SW
1882
SkyOak Wealth
Michigan
$533K -$14.5K -40 -3%
HI
1883
Hudock Inc
Pennsylvania
$533K +$8.36K +23 +2%
MIC
1884
Means Investment Company
Maine
$531K +$7.27K +20 +1%
BFO
1885
Boston Family Office
Massachusetts
$530K – – –
SIM
1886
SSI Investment Management
California
$530K – – –
SAM
1887
SP Asset Management
California
$527K +$727 +2 +0.1%
CA
1888
Claro Advisors
Massachusetts
$527K +$19.3K +53 +4%
SB
1889
Sunflower Bank
Texas
$525K -$21.8K -60 -4%
TSS
1890
Two Sigma Securities
New York
$525K +$301K +829 +122%
AWG
1891
Altus Wealth Group
Colorado
$525K +$549K +1,510 New
FBFS
1892
First Business Financial Services
Wisconsin
$523K +$127K +350 +30%
LCS
1893
Levin Capital Strategies
New York
$522K – – –
PHAM
1894
Palisades Hudson Asset Management
Florida
$522K – – –
PBT
1895
Pictet Bank & Trust
Bahamas
$522K – – –
CFSG
1896
Clark Financial Services Group
Missouri
$521K +$20.4K +56 +4%
AW
1897
ACG Wealth
Georgia
$521K +$142K +391 +35%
FLI
1898
Family Legacy Inc
South Carolina
$520K – – –
SGCA
1899
Steel Grove Capital Advisors
Tennessee
$520K +$166K +456 +44%
IC
1900
Intersect Capital
California
$517K -$71.6K -197 -12%
74 75
76
77 78