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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1801
Montecito Bank & Trust
California
$512K -$146K -2,330 -24%
HWP
1802
Highline Wealth Partners
California
$512K +$6.87K +110 +1%
KHC
1803
Koesten Hirschmann & Crabtree
Kansas
$511K – – –
FCM
1804
Fourpath Capital Management
Oklahoma
$511K -$48.1K -770 -9%
WSWA
1805
Warren Street Wealth Advisors
California
$511K +$12.5K +200 +3%
NPT
1806
National Philanthropic Trust
Pennsylvania
$510K -$109K -1,740 -19%
SWIM
1807
Smallwood Wealth Investment Management
New Jersey
$510K – – –
PA
1808
Parkside Advisors
California
$508K – – –
WF
1809
Wayfinding Financial
Washington
$507K – – –
GWANC
1810
Guardian Wealth Advisors (North Carolina)
North Carolina
$504K -$8.12K -130 -2%
EA
1811
Emerald Advisers
Pennsylvania
$503K -$30.6K -490 -6%
TFG
1812
Taylor Financial Group
Virginia
$503K – – –
AL
1813
ACAS LLC
California
$503K -$11.2K -180 -2%
FC
1814
Fusion Capital
South Carolina
$502K – – –
SXL
1815
Summit X LLC
Missouri
$501K +$45.6K +730 +11%
CCFM
1816
Clear Creek Financial Management
Washington
$501K +$17.5K +280 +4%
WIC
1817
Woodmont Investment Counsel
Tennessee
$501K +$20K +320 +5%
SGI
1818
Summit Global Investments
Utah
$500K -$231K -3,700 -33%
BWM
1819
Baron Wealth Management
Michigan
$499K -$34.4K -550 -7%
NCM
1820
New Capital Management
Texas
$498K – – –
PWM
1821
Purus Wealth Management
California
$498K – – –
BL
1822
Balentine LLC
Georgia
$496K -$4.58M -73,370 -91%
JCIA
1823
Jackson Creek Investment Advisors
Colorado
$496K -$21.2K -340 -4%
RWP
1824
Ridgecrest Wealth Partners
California
$496K – – –
MWM
1825
Merriman Wealth Management
Washington
$495K -$12.5K -200 -3%
71 72
73
74 75