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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1926
Gerber Kawasaki Wealth & Investment Management
California
$678K +$99.9K +1,770 +18%
BOS
1927
Bank of Stockton
California
$677K -$11.3K -200 -2%
SC
1928
Schulhoff & Co
Ohio
$677K +$3.27K +58 +0.5%
CA
1929
Cornerstone Advisory
Maryland
$675K -$14.8K -262 -2%
HHGA
1930
Halbert Hargrove Global Advisors
California
$672K -$107K -1,888 -14%
CC
1931
Capital Counsel
New York
$669K +$150K +2,666 +30%
ED
1932
Exane Derivatives
France
$669K -$996K -17,639 -60%
AWA
1933
AmeriServ Wealth Advisors
Pennsylvania
$667K -$59.3K -1,050 -8%
WA
1934
WESPAC Advisors
California
$660K +$647K +11,462 New
PIM
1935
Parasol Investment Management
Illinois
$659K -$18.9K -335 -3%
TWM
1936
Torch Wealth Management
Ohio
$658K +$56 +1 +0%
FNBOMD
1937
First National Bank of Mount Dora
Florida
$654K +$56.2K +995 +10%
AC
1938
Alexandria Capital
Virginia
$653K +$81.2K +1,438 +15%
NCIM
1939
New Century Investment Management
Michigan
$651K -$711K -12,600 -53%
WOC
1940
West Oak Capital
California
$649K +$128K +2,259 +25%
SWA
1941
SFMG Wealth Advisors
Texas
$649K +$18.1K +321 +3%
SAM
1942
Summit Asset Management
Tennessee
$645K -$16.3K -289 -3%
VAM
1943
Verity Asset Management
North Carolina
$642K +$139K +2,459 +28%
RWA
1944
RGT Wealth Advisors
Texas
$633K +$621K +10,996 New
WCF
1945
West Coast Financial
California
$627K +$344K +6,100 +127%
SG
1946
StoneX Group
New York
$627K +$615K +10,887 New
NVIM
1947
New Vernon Investment Management
Illinois
$625K -$622K -11,017 -50%
BIM
1948
Baldwin Investment Management
Pennsylvania
$625K -$33.9K -600 -5%
PBO
1949
Peoples Bank (Ohio)
Ohio
$622K -$5.64K -100 -0.9%
CM
1950
Churchill Management
California
$622K +$162K +2,864 +36%
76 77
78
79 80