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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1251
Adero Partners
California
$519K +$527K +9,940 New
KIA
1252
KCM Investment Advisors
California
$515K +$160K +3,020 +44%
KPCM
1253
Kings Point Capital Management
New York
$514K -$3.18K -60 -0.6%
CL
1254
Choreo LLC
Illinois
$514K +$2.12K +40 +0.4%
BC
1255
Burleson & Co
California
$511K -$12.5M -236,090 -96%
PAMG
1256
Patton Albertson Miller Group
Tennessee
$508K +$516K +9,730 New
HWM
1257
Howard Wealth Management
Connecticut
$507K +$530 +10 +0.1%
WA
1258
Wealth Alliance
New York
$506K +$236K +4,450 +85%
OCM
1259
Orion Capital Management
California
$503K – – –
DWT
1260
Dorsey & Whitney Trust
South Dakota
$502K -$1.59K -30 -0.3%
IEFM
1261
IQ EQ Fund Management
Ireland
$502K +$274K +5,170 +116%
PA
1262
Parkside Advisors
California
$500K +$59.4K +1,120 +13%
WMP
1263
Wealth Management Partners
Arizona
$499K +$58.3K +1,100 +14%
FF
1264
FourThought Financial
Florida
$499K +$92.3K +1,740 +22%
OL
1265
Optas LLC
Texas
$498K – – –
ATC
1266
Adirondack Trust Company
New York
$497K +$226K +4,270 +81%
RC
1267
Roundview Capital
New Jersey
$496K +$504K +9,510 New
CWS
1268
Cypress Wealth Services
California
$495K +$6.9K +130 +1%
PWAG
1269
Polaris Wealth Advisory Group
California
$494K +$24.9K +470 +6%
HPWM
1270
Highland Private Wealth Management
Washington
$492K +$5.83K +110 +1%
SWA
1271
Sutton Wealth Advisors
Florida
$492K -$1.06K -20 -0.2%
OIM
1272
Oder Investment Management
California
$490K -$16.4K -310 -3%
ESB
1273
Essex Savings Bank
Connecticut
$489K -$1.59K -30 -0.3%
FPGK
1274
Financial Partners Group (Kansas)
Kansas
$489K – – –
CIC
1275
Carnegie Investment Counsel
Ohio
$488K -$13.3K -250 -3%
49 50
51
52 53