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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1351
Guerra Pan Advisors
New Jersey
$676K – – –
FPF
1352
First Pacific Financial
Washington
$676K +$28K +260 +3%
JWCA
1353
J.W. Cole Advisors
Florida
$676K +$67.4K +626 +8%
CCMD
1354
Cypress Capital Management (Delaware)
Delaware
$675K +$459K +4,265 +111%
ATC
1355
Adirondack Trust Company
New York
$674K +$21.7K +202 +3%
CA
1356
Claro Advisors
Massachusetts
$671K – – –
KCM
1357
KRS Capital Management
Michigan
$669K +$22K +204 +3%
Q
1358
QVR
California
$669K +$537K +4,990 +163%
AWM
1359
Aberdeen Wealth Management
Illinois
$668K – – –
PFBT
1360
Parkside Financial Bank & Trust
Missouri
$668K +$1.08K +10 +0.1%
MWM
1361
Merriman Wealth Management
Washington
$666K +$22.7K +211 +3%
DU
1362
Delphia (USA)
Ontario, Canada
$665K -$152K -1,416 -15%
TTWM
1363
TCV Trust & Wealth Management
Virginia
$660K -$10.1K -94 -1%
OCM
1364
One Capital Management
California
$659K +$35.2K +327 +4%
DBIA
1365
Dumont & Blake Investment Advisors
New Jersey
$654K +$3.66K +34 +0.4%
SB
1366
Strategic Blueprint
Georgia
$649K +$62.3K +579 +8%
RWA
1367
Ropes Wealth Advisors
Massachusetts
$649K +$297K +2,758 +55%
SI
1368
Scharf Investments
California
$647K -$35.1K -326 -4%
EWA
1369
Encompass Wealth Advisors
Oregon
$646K +$182K +1,687 +28%
DAM
1370
Diamant Asset Management
Connecticut
$644K – – –
MCM
1371
Manchester Capital Management
Vermont
$642K +$6.24K +58 +0.8%
FPA
1372
First Pacific Advisors
California
$640K -$1.61K -15 -0.2%
SCP
1373
Sender Company & Partners
New York
$640K +$829K +7,702 New
HPWM
1374
Highland Private Wealth Management
Washington
$638K -$3.77K -35 -0.5%
VWMG
1375
Virginia Wealth Management Group
Virginia
$634K +$373K +3,463 +83%
53 54
55
56 57