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Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1601
Paragon Financial Partners
California
$431K +$86 +1 +0%
NED
1602
Nancy E. Dempze
$430K – – –
AO
1603
Advisor OS
Illinois
$430K -$516K -6,009 -58%
PWP
1604
Perfromance Wealth Partners
Illinois
$429K +$377K +4,400 New
ECM
1605
Ensemble Capital Management
California
$429K – – –
WP
1606
Westmount Partners
California
$427K -$68K -792 -15%
VCM
1607
Viewpoint Capital Management
Washington
$426K -$9.87K -115 -3%
LAM
1608
L2 Asset Management
Massachusetts
$426K +$12.6K +147 +3%
HCMG
1609
Howard Capital Management Group
California
$426K -$6.43K -75 -2%
TCM
1610
Twin Capital Management
Pennsylvania
$425K -$28.8K -336 -7%
NCMW
1611
Northern Capital Management (Washington)
Washington
$425K – – –
CFGS
1612
Concourse Financial Group Securities
Alabama
$424K -$822K -9,582 -69%
BWP
1613
Baldwin Wealth Partners
Massachusetts
$423K -$255K -2,976 -41%
S
1614
Sachetta
Massachusetts
$423K +$27.5K +321 +8%
OC
1615
Oakworth Capital
Alabama
$422K +$36.7K +428 +11%
ZAM
1616
Zevin Asset Management
Massachusetts
$422K +$372K +4,331 New
NPF
1617
Norris Perne & French
Michigan
$421K – – –
SPFA
1618
Summit Place Financial Advisors
New Jersey
$420K -$129K -1,500 -26%
PSF
1619
Pacific Sun Financial
California
$419K +$12.9K +150 +4%
JSL
1620
JT Stratford LLC
Georgia
$419K +$368K +4,295 New
PPWP
1621
Premier Path Wealth Partners
New Jersey
$419K +$42.6K +497 +13%
NAS
1622
NWF Advisory Services
California
$418K -$14.7K -171 -4%
VBCG
1623
Valley Brook Capital Group
Pennsylvania
$418K -$8.58K -100 -2%
MWM
1624
Marion Wealth Management
Pennsylvania
$417K -$172 -2 -0%
PCH
1625
PGIM Custom Harvest
New Jersey
$416K -$2.32K -27 -0.6%
63 64
65
66 67