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Name Holding Trade Value Shares
Change 		Change in
Stake
AGAM
1601
Audent Global Asset Management
California
$563K +$193K +1,569 +52%
IWA
1602
Intercontinental Wealth Advisors
Texas
$563K +$2.95K +24 +0.5%
LC
1603
Lavaca Capital
Texas
$562K -$40.3K -328 -7%
WMG
1604
WESCAP Management Group
California
$561K – – –
CFO
1605
Colony Family Offices
North Carolina
$560K – – –
MPCL
1606
My Personal CFO LLC
Washington
$559K +$73K +594 +15%
MFG
1607
Marmo Financial Group
Tennessee
$558K – – –
NSIM
1608
North Star Investment Management
Illinois
$557K – – –
BHPW
1609
Beverly Hills Private Wealth
California
$553K +$554K +4,510 New
EWA
1610
EverSource Wealth Advisors
Alabama
$552K +$72.9K +593 +15%
DLA
1611
Douglas Lane & Associates
New York
$549K +$26.3K +214 +5%
AC
1612
Allstate Corporation
Illinois
$549K -$5.7M -46,382 -91%
WFA
1613
WestHill Financial Advisors
California
$548K -$2.58K -21 -0.5%
GA
1614
GraniteShares Advisors
New York
$544K +$545K +4,434 New
SFS
1615
Summit Financial Strategies
Ohio
$543K – – –
CIC
1616
Chilton Investment Company
Connecticut
$542K -$52.1K -424 -9%
9WM
1617
9258 Wealth Management
Ohio
$540K +$116K +943 +27%
PP
1618
PDS Planning
Ohio
$537K +$155K +1,258 +40%
T
1619
TOBAM
France
$535K -$35.2K -286 -6%
FW
1620
FirstPurpose Wealth
Utah
$535K +$46.3K +377 +9%
IP
1621
Intellectus Partners
California
$535K -$246 -2 -0%
FCBT
1622
First Citizens Bank & Trust
North Carolina
$534K -$3.56K -29 -0.7%
WA
1623
Waverly Advisors
Alabama
$533K +$2.21K +18 +0.4%
JF
1624
Jump Financial
Illinois
$533K +$254K +2,067 +91%
CB
1625
CNB Bank
Pennsylvania
$532K +$90.1K +733 +20%
63 64
65
66 67