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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1926
Cypress Wealth Services
California
$837K -$8.81K -100 -0.8%
CF
1927
Convergence Financial
Missouri
$835K +$22.5K +256 +2%
TSW
1928
Three Seasons Wealth
Utah
$834K -$17.6K -200 -2%
GEA
1929
Glen Eagle Advisors
New Jersey
$834K -$3.96K -45 -0.4%
BOH
1930
Bank of Hawaii
Hawaii
$832K -$1.95M -22,177 -66%
PTFIS
1931
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$831K – – –
OBWG
1932
Onyx Bridge Wealth Group
New York
$830K -$12K -136 -1%
GA
1933
Greenspring Advisors
Maryland
$830K -$64.6K -733 -6%
ELI
1934
Empire Life Investments
Ontario, Canada
$829K -$80.4K -913 -7%
NRC
1935
New Republic Capital
North Carolina
$829K -$2.27M -25,825 -69%
UAML
1936
US Asset Management LLC
Pennsylvania
$822K +$4.4K +50 +0.4%
MCM
1937
Manchester Capital Management
Vermont
$822K -$5.2K -59 -0.5%
WFP
1938
Worthington Financial Partners
Ohio
$821K -$4.05K -46 -0.4%
EWA
1939
Etesian Wealth Advisors
Oregon
$820K -$45.2K -513 -4%
OL
1940
OneFund LLC
Florida
$819K -$15.7K -178 -2%
RPGK
1941
Retirement Planning Group (Kansas)
Kansas
$818K +$28K +318 +3%
EHC
1942
Everett Harris & Co
California
$818K -$7.04K -80 -0.7%
PCM
1943
Pointe Capital Management
Michigan
$817K – – –
ALAM
1944
Asahi Life Asset Management
Japan
$815K +$735K +8,346 +272%
GSWM
1945
Golden State Wealth Management
California
$815K -$156K -1,775 -13%
GC
1946
Garde Capital
Washington
$814K -$92.2K -1,047 -8%
MA
1947
MW Advisory
Georgia
$813K +$1M +11,393 New
SCM
1948
Saxony Capital Management
Missouri
$812K +$54.6K +620 +6%
UAG
1949
United Advisor Group
Ohio
$812K +$62.5K +710 +7%
HFS
1950
Howard Financial Services
Texas
$812K -$9.95K -113 -1%
76 77
78
79 80