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Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
1626
West Coast Financial
California
$491K -$115K -985 -18%
GWA
1627
GGM Wealth Advisors
Maryland
$490K +$534K +4,567 New
IAIM
1628
International Assets Investment Management
Florida
$490K -$21.5K -184 -4%
CF
1629
Copperwynd Financial
Arizona
$489K +$19.2K +164 +4%
MPCL
1630
My Personal CFO LLC
Washington
$489K -$15.1K -129 -3%
WAG
1631
Wallace Advisory Group
California
$488K – – –
SFS
1632
Summit Financial Strategies
Ohio
$484K -$4.68K -40 -0.9%
SAM
1633
Secure Asset Management
Michigan
$484K +$152K +1,300 +42%
FMN
1634
Financial Management Network
California
$481K -$17.5K -150 -3%
CASB
1635
Cape Ann Savings Bank
Massachusetts
$478K +$9.36K +80 +2%
LWM
1636
Liberty Wealth Management
California
$477K +$2.1K +18 +0.4%
CG
1637
Cynosure Group
Utah
$473K +$502K +4,290 New
AC
1638
Allstate Corporation
Illinois
$471K -$23.6K -202 -5%
TPW
1639
Transatlantique Private Wealth
New York
$470K +$11.6K +99 +2%
NL
1640
NKCFO LLC
Illinois
$470K – – –
BHIC
1641
Bassett Hargrove Investment Counsel
Delaware
$469K – – –
PP
1642
PDS Planning
Ohio
$467K -$17K -145 -3%
FPAS
1643
Focus Partners Advisor Solutions
Missouri
$466K -$64K -547 -11%
FHB
1644
First Hawaiian Bank
Hawaii
$463K -$1.37M -11,727 -74%
BAM
1645
Belpointe Asset Management
Nevada
$463K -$682K -5,832 -58%
BSA
1646
Bull Street Advisors
Georgia
$462K +$7.02K +60 +1%
PG
1647
Proffitt & Goodson
Tennessee
$462K +$4.91K +42 +1%
OPTFSNA
1648
Old Point Trust & Financial Services N A
Virginia
$461K – – –
SA
1649
Strategic Advisors
New York
$459K +$9.71K +83 +2%
DWM
1650
Defined Wealth Management
Oregon
$459K +$585 +5 +0.1%
64 65
66
67 68