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Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1801
TrueWealth LLC
Georgia
$768K – – –
AA
1802
Apriem Advisors
California
$760K -$222K -1,216 -24%
DWM
1803
Destination Wealth Management
California
$755K -$114K -624 -14%
CCFM
1804
Clear Creek Financial Management
Washington
$754K +$714K +3,909 New
DBRC
1805
D.B. Root & Company
Pennsylvania
$753K +$355K +1,943 +99%
SI
1806
Shaker Investments
Ohio
$749K +$353K +1,930 +99%
MFW
1807
Mosaic Family Wealth
Missouri
$746K +$30.7K +168 +5%
VCM
1808
Virtue Capital Management
Tennessee
$746K +$83.9K +459 +13%
GC
1809
Grimes & Company
Massachusetts
$740K +$207K +1,135 +42%
OWA
1810
One Wealth Advisors
California
$736K – – –
IC
1811
Inscription Capital
Texas
$736K +$491K +2,685 +197%
VLC
1812
Van Leeuwen & Company
New Jersey
$730K +$368K +2,015 +114%
LDFR
1813
Lehman & Derafelo Financial Resources
Pennsylvania
$727K +$5.48K +30 +0.8%
OFW
1814
Omnia Family Wealth
Florida
$722K -$153K -836 -18%
PSC
1815
Prentiss Smith & Co
Vermont
$720K – – –
MA
1816
MCF Advisors
Kentucky
$719K – – –
FP
1817
Foundry Partners
Minnesota
$718K +$50.2K +275 +8%
CC
1818
Cannell & Co
New York
$717K +$183 +1 +0%
TP
1819
Tranquility Partners
Tennessee
$715K +$677K +3,706 New
BHBT
1820
Burke & Herbert Bank & Trust
Virginia
$708K -$32.3K -177 -5%
LWA
1821
Lenox Wealth Advisors
New York
$702K +$38.7K +212 +6%
WTFG
1822
Wells Trecaso Financial Group
Ohio
$700K -$10.4K -57 -2%
AO
1823
Allen Operations
New York
$699K – – –
AWM
1824
AllSquare Wealth Management
New York
$695K -$40.2K -220 -6%
MBT
1825
Montecito Bank & Trust
California
$692K -$100K -549 -13%
71 72
73
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