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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2201
Triangle Securities Wealth Management
North Carolina
$440K -$786K -4,850 -60%
CIA
2202
Choate Investment Advisors
Massachusetts
$439K -$227K -1,399 -30%
OFW
2203
Omnia Family Wealth
Florida
$439K -$9.4K -58 -2%
SGCA
2204
Steel Grove Capital Advisors
Tennessee
$439K +$10.4K +64 +2%
MSS
2205
Mitchell Sinkler & Starr
Pennsylvania
$438K +$4.21K +26 +0.8%
VBWMG
2206
Von Berge Wealth Management Group
California
$437K – – –
LP
2207
LGL Partners
Pennsylvania
$437K +$38.1K +235 +8%
S
2208
SimplyRich
California
$436K – – –
AFO
2209
Allie Family Office
Florida
$434K – – –
KLWA
2210
Kelly Lawrence W & Associates
California
$434K – – –
CHA
2211
Cooper/Haims Advisors
New York
$433K -$51.4K -317 -9%
RBC
2212
Romano Brothers & Co
Illinois
$433K +$518K +3,195 New
ST
2213
Spinnaker Trust
Maine
$432K -$21.9K -135 -4%
VIM
2214
VELA Investment Management
Ohio
$431K +$233K +1,436 +82%
TA
2215
Trellis Advisors
Washington
$430K +$21.1K +130 +4%
OAM
2216
Oak Asset Management
California
$430K +$513K +3,166 New
WCM
2217
Whitener Capital Management
North Carolina
$428K -$186K -1,150 -27%
AWM
2218
Atticus Wealth Management
Florida
$428K – – –
DWM
2219
Destination Wealth Management
California
$427K -$232K -1,432 -31%
TFA
2220
Tranquilli Financial Advisor
New Jersey
$427K +$123K +759 +32%
MWM
2221
McNaughton Wealth Management
California
$426K +$73.1K +451 +17%
VAFP
2222
Vahanian & Associates Financial Planning
New York
$426K +$509K +3,140 New
IP
2223
Investment Partners
Ohio
$425K +$507K +3,129 New
ETIA
2224
Epic Trust Investment Advisors
Washington
$424K +$506K +3,122 New
BFWA
2225
Benchmark Financial Wealth Advisors
Florida
$423K -$176K -1,084 -26%
87 88
89
90 91