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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1626
Spectrum Asset Management (California)
California
$531K +$41.3K +336 +8%
WP
1627
Westmount Partners
California
$529K +$26.1K +212 +5%
LWM
1628
Liberty Wealth Management
California
$527K +$529K +4,303 New
CF
1629
Copperwynd Financial
Arizona
$524K +$34.3K +279 +7%
SIC
1630
Sterling Investment Counsel
New York
$523K +$91.2K +742 +21%
NL
1631
NKCFO LLC
Illinois
$522K – – –
OLVIG
1632
Oliver Lagore Vanvalin Investment Group
Michigan
$522K +$350K +2,850 +203%
CASB
1633
Cape Ann Savings Bank
Massachusetts
$521K +$6.64K +54 +1%
DDC
1634
DF Dent & Co
Maryland
$520K -$57.9K -471 -10%
PWMG
1635
Provence Wealth Management Group
California
$517K +$134K +1,086 +35%
PO
1636
Private Ocean
California
$513K -$8.85K -72 -2%
OPTFSNA
1637
Old Point Trust & Financial Services N A
Virginia
$512K +$8.11K +66 +2%
JHCP
1638
Jackson Hole Capital Partners
Oklahoma
$512K +$262K +2,130 +104%
TPW
1639
Transatlantique Private Wealth
New York
$510K +$111K +905 +28%
AS
1640
Altshuler Shaham
Israel
$510K – – –
DWM
1641
Defined Wealth Management
Oregon
$510K +$511K +4,157 New
FTWA
1642
Fifth Third Wealth Advisors
Ohio
$509K +$511K +4,154 New
JE
1643
JMAC Enterprises
Pennsylvania
$509K -$52.9K -430 -9%
AAG
1644
Armstrong Advisory Group
Massachusetts
$509K -$56.5K -460 -10%
PG
1645
Proffitt & Goodson
Tennessee
$508K +$507K +4,123 +20,615%
FAG
1646
Fortitude Advisory Group
Washington
$508K – – –
6F
1647
626 Financial
Michigan
$506K -$4.3K -35 -0.8%
KOC
1648
Koss-Olinger Consulting
Florida
$506K -$738 -6 -0.1%
BSA
1649
Bull Street Advisors
Georgia
$506K +$13.5K +110 +3%
NHC
1650
Nicholas Hoffman & Company
Georgia
$504K +$2.34K +19 +0.5%
64 65
66
67 68