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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1601
Dorchester Wealth Management
Quebec, Canada
$528K -$34.4K -328 -6%
SWA
1602
Sutton Wealth Advisors
Florida
$526K -$33.7K -321 -6%
TWM
1603
Tradition Wealth Management
Minnesota
$526K -$52.5K -500 -9%
WG
1604
Welch Group
Alabama
$526K -$105 -1 -0%
4WM
1605
44 Wealth Management
Oregon
$525K -$449K -4,274 -47%
WA
1606
Waverly Advisors
Alabama
$523K -$5.14K -49 -1%
LWM
1607
Liberty Wealth Management
California
$523K – – –
JSL
1608
JT Stratford LLC
Georgia
$519K +$11K +105 +2%
BHB
1609
Bank Hapoalim BM
Israel
$516K -$159K -1,514 -24%
LFA
1610
Legacy Financial Advisors
Kentucky
$515K +$33.8K +322 +7%
BFG
1611
Berger Financial Group
Minnesota
$515K +$62.6K +596 +14%
LSA
1612
L & S Advisors
California
$514K +$10.5K +100 +2%
WPC
1613
Waters Parkerson & Co
Louisiana
$513K – – –
ZAM
1614
Zevin Asset Management
Massachusetts
$513K – – –
SC
1615
SouthState Corp
Florida
$512K -$45.5K -433 -8%
HCM
1616
Hengehold Capital Management
Ohio
$511K +$22.6K +215 +5%
PVH
1617
Psagot Value Holdings
Israel
$510K -$177K -1,685 -27%
JWM
1618
Jeppson Wealth Management
California
$509K -$6.83K -65 -1%
AWM
1619
Aberdeen Wealth Management
Illinois
$508K -$36.1K -344 -7%
REMPR
1620
Roof Eidam Maycock Peralta (REMP)
California
$508K – – –
CM
1621
Castleark Management
Illinois
$505K – – –
MP
1622
McDonald Partners
Ohio
$504K +$21.3K +203 +5%
TWM
1623
TMD Wealth Management
Arizona
$503K – – –
SFSIG
1624
San Francisco Sentry Investment Group
California
$503K +$1.89K +18 +0.4%
GG
1625
Golden Green
South Carolina
$503K +$483K +4,603 New
63 64
65
66 67