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Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
2101
17 Capital Partners
Arizona
$475K +$6.64K +320 +1%
MCM
2102
Murphy Capital Management
New Jersey
$475K +$477K +22,960 New
CWS
2103
Cypress Wealth Services
California
$474K -$287K -13,820 -38%
CG
2104
Clarus Group
Texas
$472K – – –
KMWM
2105
Keudell/Morrison Wealth Management
Oregon
$471K +$6.02K +290 +1%
CIAS
2106
CFS Investment Advisory Services
New Jersey
$471K +$472K +22,720 New
GG
2107
Golden Green
South Carolina
$470K +$29.5K +1,420 +7%
DWM
2108
Dorchester Wealth Management
Quebec, Canada
$470K +$56.1K +2,700 +14%
GFPC
2109
Global Financial Private Client
Florida
$468K +$161K +7,740 +52%
AAP
2110
Arax Advisory Partners
Colorado
$468K +$30.5K +1,470 +7%
OPCM
2111
Osborne Partners Capital Management
California
$467K +$9.97K +480 +2%
TFCP
2112
Twin Focus Capital Partners
Massachusetts
$467K +$14.1K +680 +3%
CA
2113
Centerpoint Advisors
Massachusetts
$466K -$31.1K -1,500 -6%
CG
2114
CFO4Life Group
Texas
$463K +$118K +5,670 +34%
AC
2115
Apogem Capital
New York
$462K -$415 -20 -0.1%
I
2116
INVST
Indiana
$461K +$101K +4,880 +28%
TA
2117
Trellis Advisors
Washington
$460K +$3.12K +150 +0.7%
ANBT
2118
American National Bank & Trust
Texas
$460K +$120K +5,770 +35%
LDB
2119
Lee, Danner & Bass
Tennessee
$459K -$418K -20,140 -48%
WCG
2120
Weaver Consulting Group
California
$459K +$16K +770 +4%
CWP
2121
Curated Wealth Partners
California
$457K -$9.97K -480 -2%
IFS
2122
Ifrah Financial Services
Arkansas
$457K -$831 -40 -0.2%
WBG
2123
Wharton Business Group
Pennsylvania
$456K – – –
LCM
2124
LVM Capital Management
Michigan
$456K +$171K +8,230 +60%
TC
2125
Telemus Capital
Michigan
$455K +$131K +6,320 +40%
83 84
85
86 87