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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1551
Dynamic Advisor Solutions
Arizona
$520K -$246K -1,433 -30%
AWM
1552
Axxcess Wealth Management
California
$516K -$903K -5,262 -61%
OC
1553
Oarsman Capital
Wisconsin
$515K +$69.8K +407 +14%
CH
1554
Cromwell Holdings
Wyoming
$515K – – –
MAWA
1555
Moss Adams Wealth Advisors
Washington
$514K -$3.26K -19 -0.6%
KIG
1556
Kennedy Investment Group
New Jersey
$513K -$82.3K -480 -13%
WMP
1557
Wealth Management Partners
Arizona
$512K +$35.2K +205 +7%
GAG
1558
GM Advisory Group
New York
$512K -$30K -175 -5%
VCP
1559
Verus Capital Partners
Arizona
$511K +$111K +645 +24%
MBT
1560
Montecito Bank & Trust
California
$509K -$252K -1,470 -31%
VFA
1561
Values First Advisors
Tennessee
$508K +$58K +338 +11%
PCM
1562
Prelude Capital Management
New York
$507K +$54.2K +316 +11%
FAOAI
1563
Fund Advisors of America Inc
Florida
$507K +$568K +3,310 New
ECM
1564
Ebert Capital Management
California
$507K +$743K +4,330 New
BWM
1565
BNB Wealth Management
Maryland
$502K +$562K +3,275 New
TWM
1566
Trueblood Wealth Management
Ohio
$496K -$62.6K -365 -10%
ICP
1567
Impact Capital Partners
Colorado
$495K -$10.8K -63 -2%
HIIFS
1568
Harel Insurance Investments & Financial Services
Israel
$495K -$28.3M -164,912 -98%
PJSIMP
1569
P.J. Schmidt Investment Management (PJS)
Wisconsin
$495K +$95.2K +555 +21%
FHC
1570
First Heartland Consultants
Missouri
$493K +$154K +900 +39%
MWMDPGFG
1571
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$493K +$552K +3,216 New
PWC
1572
Pathfinder Wealth Consulting
North Carolina
$492K +$551K +3,210 New
RS
1573
R Squared
Hong Kong
$492K +$550K +3,209 New
EML
1574
Eos Management LP
New York
$490K – – –
BPC
1575
Banque Pictet & Cie
Switzerland
$490K +$87K +507 +19%
61 62
63
64 65