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Name Holding Trade Value Shares
Change 		Change in
Stake
UCMOK
1426
United Capital Management of KS
Kansas
$400K -$16.1K -380 -3%
HH
1427
HWG Holdings
Texas
$396K -$566K -13,340 -56%
SWA
1428
Sax Wealth Advisors
New Jersey
$395K +$53.8K +1,270 +14%
NAS
1429
Nicolet Advisory Services
Wisconsin
$394K +$97.1K +2,290 +28%
MS
1430
Maven Securities
Jersey
$393K -$714K -16,850 -62%
OWA
1431
One Wealth Advisors
California
$392K +$85.6K +2,020 +24%
WDC
1432
Woodward Diversified Capital
California
$391K +$7.21K +170 +2%
DCM
1433
DGS Capital Management
New Jersey
$390K +$28.4K +670 +7%
SPIO
1434
Seven Post Investment Office
California
$389K – – –
SHFP
1435
Second Half Financial Partners
Florida
$389K -$154K -3,630 -26%
FWI
1436
Facet Wealth Inc
Maryland
$388K +$183K +4,320 +85%
PMA
1437
Prudent Man Advisors
Illinois
$388K -$8.48K -200 -2%
CWG
1438
Crown Wealth Group
North Carolina
$387K -$24.2K -570 -5%
PPP
1439
Private Portfolio Partners
New Jersey
$387K -$7.63K -180 -2%
ATC
1440
Adirondack Trust Company
New York
$387K – – –
GC
1441
Garde Capital
Washington
$386K +$12.7K +300 +3%
SAG
1442
Spotlight Asset Group
Illinois
$386K – – –
IAMOG
1443
Investors Asset Management of Georgia
Georgia
$386K – – –
BFS
1444
Bradley Foster & Sargent
Connecticut
$385K – – –
HR
1445
Howe & Rusling
New York
$385K -$97.5K -2,300 -18%
SIA
1446
Soltis Investment Advisors
Utah
$383K +$67.8K +1,600 +19%
KA
1447
Klingman & Associates
New York
$383K +$46.6K +1,100 +12%
NF
1448
Nvest Financial
New Hampshire
$383K +$53.8K +1,270 +14%
AFM
1449
Abbot Financial Management
Massachusetts
$381K +$141K +3,320 +49%
LA
1450
LVW Advisors
New York
$380K -$516K -12,180 -55%
56 57
58
59 60