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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1401
Parker Financial
Washington
$685K +$652K +6,909 New
PMFA
1402
Plante Moran Financial Advisors
Michigan
$682K +$202K +2,138 +45%
CP
1403
Capital Planning
Washington
$681K -$111K -1,180 -15%
PWMG
1404
Prestige Wealth Management Group
New Jersey
$680K +$422K +4,473 +187%
SW
1405
SlateStone Wealth
Florida
$679K -$19.3K -205 -3%
RSC
1406
Red Spruce Capital
Pennsylvania
$678K – – –
CI
1407
CX Institutional
Indiana
$677K +$78.9K +836 +14%
ACMA
1408
Arbor Capital Management (Alaska)
Alaska
$674K -$2.27K -24 -0.4%
WP
1409
WMS Partners
Maryland
$674K +$2.74K +29 +0.4%
ECM
1410
Ensemble Capital Management
California
$674K -$47.7K -505 -7%
MMM
1411
Mendel Money Management
Illinois
$673K +$1.23K +13 +0.2%
JWM
1412
Jeppson Wealth Management
California
$673K -$24.6K -261 -4%
SIC
1413
Salem Investment Counselors
North Carolina
$672K +$68.4K +725 +12%
TYCC
1414
Texas Yale Capital Corp
Florida
$671K +$4.25K +45 +0.7%
RLIM
1415
Red Lighthouse Investment Management
New York
$671K +$638K +6,761 New
GIA
1416
GHP Investment Advisors
Colorado
$670K -$40.9K -433 -6%
ANTB
1417
AMG National Trust Bank
Colorado
$670K +$124K +1,309 +24%
CPA
1418
Cardiff Park Advisors
California
$670K +$189 +2 +0%
MWM
1419
Maltin Wealth Management
New Jersey
$667K -$44.2K -468 -7%
WP
1420
WealthSpring Partners
California
$662K +$94.8K +1,004 +18%
HKIM
1421
Hayek Kallen Investment Management
Alabama
$661K -$2.27K -24 -0.4%
AFT
1422
Alpha Family Trust
California
$660K +$628K +6,655 New
AC
1423
Abbrea Capital
California
$659K +$11.3K +120 +2%
OIM
1424
Orca Investment Management
Oregon
$659K -$1.51K -16 -0.2%
OA
1425
Oxbow Advisors
Texas
$658K -$160K -1,697 -20%
55 56
57
58 59