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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1626
Westshore Wealth
California
$352K -$19.4K -238 -5%
EA
1627
Everpar Advisors
Oklahoma
$352K +$38.4K +472 +12%
HCM
1628
Hall Capital Management
Rhode Island
$350K -$23.5K -288 -6%
VCM
1629
Viewpoint Capital Management
Washington
$350K +$12.2K +150 +3%
PCI
1630
Planning Center Inc
Illinois
$349K +$652 +8 +0.2%
FWM
1631
Forza Wealth Management
Florida
$349K – – –
SC
1632
Sapient Capital
Indiana
$348K -$9.16M -112,426 -96%
SFS
1633
Symphony Financial Services
Ohio
$348K +$380K +4,670 New
AWM
1634
Aberdeen Wealth Management
Illinois
$348K +$244 +3 +0.1%
DC
1635
DeDora Capital
California
$348K -$6.35K -78 -2%
JLBC
1636
J.L. Bainbridge & Co
Florida
$348K -$56.4K -692 -13%
NAS
1637
NWF Advisory Services
California
$347K -$23.3K -286 -6%
DWM
1638
Dorchester Wealth Management
Quebec, Canada
$347K -$48.9K -600 -12%
CWP
1639
Core Wealth Partners
California
$346K +$36.2K +445 +11%
HCMG
1640
Howard Capital Management Group
California
$346K – – –
SEA
1641
Stegent Equity Advisors
Texas
$346K -$38.1K -468 -10%
CAP
1642
Columbia Advisory Partners
Washington
$346K -$46K -565 -11%
DWM
1643
Dechtman Wealth Management
Colorado
$345K +$2.61K +32 +0.7%
PFP
1644
Paragon Financial Partners
California
$344K +$81 +1 +0%
NED
1645
Nancy E. Dempze
$343K +$359K +4,410 New
AIM
1646
Acropolis Investment Management
Missouri
$343K +$4.72K +58 +1%
ECM
1647
Ensemble Capital Management
California
$342K -$204K -2,500 -36%
VBCG
1648
Valley Brook Capital Group
Pennsylvania
$341K -$8.14K -100 -2%
ANTB
1649
AMG National Trust Bank
Colorado
$341K -$66.5K -817 -16%
FNWA
1650
Financial Network Wealth Advisors
Utah
$339K +$977 +12 +0.3%
64 65
66
67 68