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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1326
Confluence Wealth Services
Pennsylvania
$605K +$2.34K +27 +0.4%
GKWIM
1327
Gerber Kawasaki Wealth & Investment Management
California
$604K -$10.9K -126 -2%
PA
1328
Procyon Advisors
Connecticut
$603K -$3.16M -36,472 -85%
CAM
1329
Cidel Asset Management
Ontario, Canada
$602K -$35.5K -410 -6%
KWM
1330
Keebeck Wealth Management
Illinois
$599K -$254K -2,935 -31%
CCWM
1331
Cassaday & Co Wealth Management
Virginia
$598K +$59.1K +682 +12%
IC
1332
Inscription Capital
Texas
$597K -$909K -10,486 -62%
QC
1333
Quantessence Capital
New York
$597K +$564K +6,510 New
WPIC
1334
White Pine Investment Company
Michigan
$596K -$270K -3,118 -32%
FFWA
1335
FRG Family Wealth Advisors
Washington
$595K -$68.8K -794 -11%
HGWM
1336
Horst & Graben Wealth Management
Oregon
$594K +$2.6K +30 +0.5%
PWM
1337
Proathlete Wealth Management
Florida
$594K +$9.19K +106 +2%
PAMS
1338
Pinpoint Asset Management (Singapore)
$593K +$561K +6,470 New
WRPWM
1339
Werba Rubin Papier Wealth Management
California
$593K +$33.1K +382 +6%
VCP
1340
Verus Capital Partners
Arizona
$593K +$87 +1 +0%
SAM
1341
Sompo Asset Management
Japan
$592K – – –
CPCM
1342
Cardinal Point Capital Management
Ontario, Canada
$589K +$557K +6,430 New
CCA
1343
Carrera Capital Advisors
Michigan
$587K -$10.1K -117 -2%
BFC
1344
Bedel Financial Consulting
Indiana
$586K -$4.33K -50 -0.8%
JWM
1345
Jeppson Wealth Management
California
$582K -$18.8K -217 -3%
TPWA
1346
TRUE Private Wealth Advisors
Oregon
$582K -$260 -3 -0%
RIA
1347
Regal Investment Advisors
Michigan
$581K -$63K -727 -10%
MDA
1348
Minot DeBlois Advisors
Massachusetts
$580K -$5.03K -58 -0.9%
PT
1349
Plimoth Trust
Massachusetts
$579K +$5.89K +68 +1%
CA
1350
Claro Advisors
Massachusetts
$579K -$644K -7,435 -54%
52 53
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