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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1751
Wealth Alliance
New York
$955K +$6.42K +340 +0.5%
BMC
1752
Beaton Management Company
Massachusetts
$954K +$18.9K +1,000 +2%
SCA
1753
Strategic Capital Advisers
Colorado
$952K +$94.9K +5,030 +9%
TWP
1754
Tempus Wealth Planning
California
$950K +$61.3K +3,250 +5%
MW
1755
Marcum Wealth
Ohio
$947K +$291K +15,420 +33%
SWM
1756
Sendero Wealth Management
Texas
$943K +$161K +8,530 +16%
SCI
1757
Stableford Capital II
Arizona
$939K +$365K +19,340 +64%
ALAM
1758
Asahi Life Asset Management
Japan
$938K -$325K -17,200 -22%
KA
1759
Kercheville Advisors
Texas
$936K -$783K -41,500 -40%
GP
1760
Girard Partners
Pennsylvania
$936K -$18.1K -960 -2%
DWM
1761
Doyle Wealth Management
Florida
$934K -$30.2K -1,600 -3%
RWP
1762
Revolve Wealth Partners
New Jersey
$933K -$7.36K -390 -0.6%
VA
1763
Valmark Advisers
Ohio
$933K +$414K +21,930 +55%
AAM
1764
AR Asset Management
California
$933K +$1.16M +61,550 New
JSMC
1765
Jess S. Morgan & Co
California
$930K – – –
SICM
1766
Sustainable Insight Capital Management
New York
$929K +$132K +7,000 +15%
RGC
1767
Roberts, Glore & Co
Illinois
$926K +$75.7K +4,010 +7%
CFD
1768
Creative Financial Designs
Indiana
$924K +$10.8K +570 +0.9%
SGCA
1769
Steel Grove Capital Advisors
Tennessee
$924K +$166K +8,820 +17%
IDBONY
1770
Israel Discount Bank of New York
New York
$923K +$109K +5,750 +10%
DAM
1771
Derbend Asset Management
Georgia
$921K +$14K +740 +1%
FG
1772
Fiduciary Group
Georgia
$920K +$212K +11,220 +28%
OA
1773
Oxbow Advisors
Texas
$920K +$248K +13,160 +28%
AP
1774
Appleton Partners
Massachusetts
$919K -$49.8K -2,640 -4%
ESB
1775
Essex Savings Bank
Connecticut
$915K +$13K +690 +1%
69 70
71
72 73