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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1826
Northwest Quadrant Wealth Management
Oregon
$364K – – –
SGWM
1827
Sterling Group Wealth Management
California
$364K +$1.72K +14 +0.5%
LAM
1828
L2 Asset Management
Massachusetts
$363K +$15.6K +127 +4%
PPW
1829
Pasadena Private Wealth
California
$363K – – –
GIP
1830
Greatmark Investment Partners
Georgia
$362K – – –
JF
1831
JSF Financial
California
$361K +$19.4K +158 +6%
DIM
1832
Delta Investment Management
California
$361K -$738 -6 -0.2%
CBA
1833
Coastal Bridge Advisors
Connecticut
$360K – – –
MA
1834
MJP Associates
Connecticut
$359K +$25.6K +208 +8%
MA
1835
MBA Advisors
Pennsylvania
$358K – – –
ST
1836
Sentinel Trust
Texas
$357K +$358K +2,914 New
MSR
1837
Main Street Research
Connecticut
$356K -$47.9K -390 -12%
FNT
1838
First Nebraska Trust
Nebraska
$356K -$3.07K -25 -0.9%
AFAS
1839
Acorn Financial Advisory Services
Virginia
$355K -$3.32K -27 -0.9%
CFA
1840
CWS Financial Advisors
Michigan
$355K +$10.1K +82 +3%
FFA
1841
Farther Finance Advisors
California
$355K +$7.25K +59 +2%
SA
1842
Syntax Advisors
New York
$354K -$29.1K -237 -8%
VCG
1843
Vantage Consulting Group
Virginia
$354K -$29.1K -237 -8%
CAL
1844
Capital Analysts LLC
Pennsylvania
$354K +$2.21K +18 +0.6%
MCC
1845
Malaga Cove Capital
California
$354K +$1.35K +11 +0.4%
HHGA
1846
Halbert Hargrove Global Advisors
California
$350K +$25.7K +209 +8%
DOA
1847
D'Orazio & Associates
Virginia
$349K +$18.9K +154 +6%
FCAG
1848
First Capital Advisors Group
New Jersey
$349K -$19.2K -156 -5%
KWM
1849
Kolinsky Wealth Management
New Jersey
$349K -$15K -122 -4%
FMWA
1850
Forvis Mazars Wealth Advisors
Missouri
$349K -$861 -7 -0.2%
72 73
74
75 76