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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1626
Stonebrook Private
Michigan
$787K +$56.2K +840 +8%
ABTD
1627
Arvest Bank Trust Division
Oklahoma
$784K +$740K +11,060 New
RH
1628
RFG Holdings
Texas
$781K +$71.6K +1,070 +11%
SOAMC
1629
Spirit of America Management Corp
New York
$780K +$66.9K +1,000 +10%
NERM
1630
New England Research & Management
Illinois
$779K +$388K +5,800 +112%
MAWA
1631
Moss Adams Wealth Advisors
Washington
$777K +$78.2K +1,170 +12%
OWA
1632
One Wealth Advisors
California
$777K -$38.1K -570 -5%
SCM
1633
Soros Capital Management
New York
$777K +$175K +2,610 +31%
MSAM
1634
Moloney Securities Asset Management
Missouri
$777K +$733K +10,960 New
NWAG
1635
Net Worth Advisory Group
Utah
$777K +$732K +10,950 New
HIM
1636
Hillsdale Investment Management
Ontario, Canada
$776K +$103K +1,540 +16%
AF
1637
Advisornet Financial
Minnesota
$773K +$158K +2,360 +28%
BCM
1638
BluePointe Capital Management
California
$772K -$8.69K -130 -1%
SOW
1639
State of Wyoming
Wyoming
$771K -$36.1K -540 -5%
FA
1640
FSA Advisors
Michigan
$770K +$761K +11,380 New
AT
1641
Arlington Trust
Alabama
$770K +$3.34K +50 +0.5%
SC
1642
Sierra Capital
Florida
$769K -$770K -11,520 -52%
DWM
1643
Destination Wealth Management
California
$768K +$50.8K +760 +8%
AAM
1644
Aureus Asset Management
Massachusetts
$767K -$614K -9,180 -46%
SLG
1645
Stanley-Laman Group
Pennsylvania
$765K +$209K +3,120 +41%
NCM
1646
Neumann Capital Management
California
$765K -$23.4K -350 -3%
JWM
1647
Jeppson Wealth Management
California
$763K -$7.36K -110 -1%
NFG
1648
Nadler Financial Group
Illinois
$763K – – –
PWA
1649
Prairie Wealth Advisors
Nebraska
$762K – – –
OWA
1650
Outlook Wealth Advisors
Texas
$762K +$26.1K +390 +4%
64 65
66
67 68