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PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1726
Palisades Hudson Asset Management
Florida
$956K -$28K -106 -3%
AC
1727
Apogem Capital
New York
$955K -$25.1K -95 -3%
MSS
1728
Mitchell Sinkler & Starr
Pennsylvania
$953K -$26.4K -100 -3%
GC
1729
Gilbert & Cook
Iowa
$953K +$11.6K +44 +1%
OWA
1730
Outlook Wealth Advisors
Texas
$953K +$55.5K +210 +7%
W
1731
WealthOne
New York
$951K – – –
CG
1732
Corundum Group
Colorado
$946K +$350K +1,324 +69%
HFG
1733
Heron Financial Group
New York
$945K -$22.2K -84 -3%
OL
1734
Optas LLC
Texas
$945K +$89.5K +339 +12%
JDR
1735
Jay D. Rosenbaum
$940K +$5.81K +22 +0.7%
KPW
1736
Kore Private Wealth
New York
$938K -$151K -572 -15%
RMDI
1737
R.M. Davis Inc
Maine
$938K -$72.6K -275 -8%
HG
1738
Harbor Group
New Hampshire
$938K – – –
BWCS
1739
Beirne Wealth Consulting Services
Connecticut
$934K -$200K -756 -19%
WCM
1740
Washburn Capital Management
Florida
$931K -$46.2K -175 -5%
OAM
1741
Oak Asset Management
California
$929K +$842K +3,187 New
PP
1742
Palladium Partners
Virginia
$925K -$30.9K -117 -4%
RA
1743
RFG Advisory
Alabama
$924K -$113K -426 -12%
FFA
1744
Founders Financial Alliance
North Carolina
$923K +$72.6K +275 +10%
OCM
1745
One Capital Management
California
$923K +$151K +573 +22%
DA
1746
DSC Advisors
Illinois
$920K -$426K -1,611 -34%
HIC
1747
Holderness Investments Company
North Carolina
$918K – – –
ARC
1748
Advisor Resource Council
Texas
$915K +$829K +3,137 New
CWA
1749
Canvas Wealth Advisors
Kansas
$914K -$69.5K -263 -8%
AUB
1750
Atlantic Union Bankshares
Virginia
$914K +$828K +3,134 New
68 69
70
71 72