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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1101
Whalerock Point Partners
Rhode Island
$511K -$19K -309 -4%
BL
1102
Balentine LLC
Georgia
$508K +$200K +3,264 +75%
PWM
1103
Power Wealth Management
Georgia
$506K +$464K +7,557 New
FNBT
1104
FineMark National Bank & Trust
Florida
$505K -$95.1K -1,550 -17%
OAM
1105
Occidental Asset Management
California
$505K +$430 +7 +0.1%
IWM
1106
IHT Wealth Management
Illinois
$502K -$570K -9,294 -55%
CS
1107
CapitalatWork SA
$502K – – –
DG
1108
DMC Group
Alabama
$500K +$81.9K +1,334 +22%
LCM
1109
Logan Capital Management
Pennsylvania
$499K -$16.9K -276 -4%
BWM
1110
BigSur Wealth Management
Florida
$499K -$138K -2,250 -23%
VSQM
1111
V-Square Quantitative Management
Illinois
$499K +$266K +4,331 +139%
MIM
1112
MTM Investment Management
South Carolina
$499K +$39.9K +650 +10%
AWM
1113
Axxcess Wealth Management
California
$496K -$525K -8,559 -54%
CI
1114
Conning Inc
Connecticut
$494K -$16.6K -270 -4%
CCWM
1115
Correct Capital Wealth Management
Missouri
$493K +$126K +2,056 +39%
DFA
1116
Davies Financial Advisors
California
$492K +$451K +7,347 New
DWM
1117
Dorchester Wealth Management
Quebec, Canada
$492K +$249K +4,055 +123%
LFA
1118
Legacy Financial Advisors
Kentucky
$491K +$225K +3,668 +100%
MWA
1119
Moser Wealth Advisors
Washington
$489K +$40.9K +666 +10%
FFS
1120
Founders Financial Securities
Maryland
$489K +$42.8K +697 +11%
TC
1121
Truvestments Capital
Florida
$489K +$408K +6,653 +1,036%
PCM
1122
Parsons Capital Management
Rhode Island
$488K -$40.3K -657 -8%
PS
1123
Principal Securities
Iowa
$487K +$28.7K +468 +7%
MS
1124
Mizuho Securities
Japan
$486K +$81.6K +1,330 +22%
CAAS
1125
Capital Asset Advisory Services
Michigan
$483K -$89.5K -1,459 -16%
43 44
45
46 47