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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
Sendero Wealth Management
Texas
$733K +$1.43K +17 +0.2%
PAG
1152
Powers Advisory Group
Illinois
$730K +$20K +237 +3%
SA
1153
Stolz & Associates
Washington
$729K +$730K +8,652 New
LA
1154
Legacy Advisors
Pennsylvania
$727K +$47.3K +561 +7%
CIM
1155
Chapman Investment Management
California
$724K – – –
OWP
1156
ORG Wealth Partners
Texas
$724K +$224K +2,650 +45%
AIM
1157
Anchor Investment Management
South Carolina
$720K -$55.1K -653 -7%
SFA
1158
Souders Financial Advisors
Ohio
$720K +$109K +1,292 +18%
HCM
1159
Howland Capital Management
Massachusetts
$713K -$99.5K -1,180 -12%
SSWM
1160
Strait & Sound Wealth Management
California
$712K -$9.28K -110 -1%
FFN
1161
Focus Financial Network
Minnesota
$707K -$50K -593 -7%
TCM
1162
Twin Capital Management
Pennsylvania
$705K -$10.6K -126 -1%
PAG
1163
Private Advisory Group
Washington
$704K -$253 -3 -0%
WBCM
1164
Wilson & Boucher Capital Management
California
$703K – – –
NEI
1165
Northwest & Ethical Investments
Ontario, Canada
$702K -$469K -5,559 -40%
JSW
1166
Journey Strategic Wealth
New Jersey
$701K +$52.5K +622 +8%
SJIM
1167
St. Johns Investment Management
Florida
$701K +$61.9K +734 +10%
DCM
1168
Dudley Capital Management
Virginia
$700K +$84 +1 +0%
MLL
1169
Moody Lynn & Lieberson
Massachusetts
$699K +$3.46K +41 +0.5%
LWM
1170
Lyell Wealth Management
California
$695K -$151K -1,790 -18%
CAM
1171
Covenant Asset Management
New Jersey
$694K -$197K -2,339 -22%
NHT
1172
New Hampshire Trust
New Hampshire
$692K -$46.8K -555 -6%
CIC
1173
Cutler Investment Counsel
Oregon
$692K -$152K -1,806 -18%
CCA
1174
Checchi Capital Advisers
California
$691K -$145K -1,716 -17%
SIG
1175
Sargent Investment Group
Maryland
$689K +$690K +8,182 New
45 46
47
48 49