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Name Holding Trade Value Shares
Change 		Change in
Stake
IMC
2751
Investment Management Corporation
Virginia
$768K -$592K -789 -54%
TS
2752
Tamar Securities
California
$768K +$29.2K +39 +6%
KRW
2753
Kaufman Rossin Wealth
Florida
$767K -$87K -116 -13%
AC
2754
Avant Capital
Louisiana
$766K +$498K +664 New
SO
2755
Sierra Ocean
California
$766K +$19.5K +26 +4%
TCA
2756
Trifecta Capital Advisors
Illinois
$760K -$69K -92 -12%
WKSWA
2757
White Knight Strategic Wealth Advisors
New Jersey
$758K +$493K +657 New
IA
2758
Inspire Advisors
Idaho
$753K +$39K +52 +9%
SIAP
2759
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$752K +$488K +651 New
WPW
2760
Waldron Private Wealth
Pennsylvania
$751K +$488K +651 New
CG
2761
Clarus Group
Texas
$751K – – –
AFM
2762
Abbot Financial Management
Massachusetts
$750K -$487K -650 -50%
CQWA
2763
Chokshi & Queen Wealth Advisors
California
$750K +$487K +650 New
CPWL
2764
Coquina Private Wealth LLC
Florida
$750K -$37.5K -50 -7%
OPCM
2765
Osborne Partners Capital Management
California
$748K -$95.2K -127 -16%
BCM
2766
Barden Capital Management
Texas
$748K +$486K +648 New
HCP
2767
Holt Capital Partners
Texas
$748K +$486K +648 New
UWM
2768
Urban Wealth Management
California
$748K +$486K +648 New
AM
2769
Atwater Malick
Pennsylvania
$747K +$485K +647 New
JWBC
2770
J.W. Burns & Co
New York
$746K +$484K +646 New
SA
2771
Stewardship Advisors
Pennsylvania
$745K +$484K +645 New
EWM
2772
Elmwood Wealth Management
California
$742K -$16.5K -22 -3%
KCM
2773
Kanawha Capital Management
Virginia
$741K +$4.5K +6 +0.9%
OWCM
2774
One Wealth Capital Management
Arizona
$741K +$481K +642 New
BSWM
2775
Boston Standard Wealth Management
Massachusetts
$741K -$225K -300 -30%
109 110
111
112 113