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Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
1726
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$201K -$5.29K -62 -3%
OWP
1727
Obermeyer Wealth Partners
Colorado
$201K +$195K +2,282 New
ACM
1728
AUA Capital Management
Pennsylvania
$198K – – –
BCA
1729
Berman Capital Advisors
Georgia
$194K -$11.2K -131 -6%
TC
1730
Trust Company
Kansas
$192K +$186K +2,185 New
CHAM
1731
Clear Harbor Asset Management
Connecticut
$192K +$186K +2,183 New
FRA
1732
Front Row Advisors
California
$189K – – –
RTC
1733
Riverview Trust Company
Washington
$187K -$8.78K -103 -5%
EIP
1734
Ellis Investment Partners
Pennsylvania
$187K – – –
MAM
1735
Marquette Asset Management
Minnesota
$186K -$8.53K -100 -5%
MF
1736
Manchester Financial
California
$184K -$51.9K -609 -23%
CMA
1737
Cedar Mountain Advisors
Oregon
$184K +$178K +2,091 New
CFG
1738
CKW Financial Group
Hawaii
$183K – – –
LWANC
1739
Laurel Wealth Advisors (North Carolina)
North Carolina
$176K – – –
RFWA
1740
RPg Family Wealth Advisory
Massachusetts
$167K -$5.12K -60 -3%
TFGT
1741
TS Financial Group (TSFG)
Illinois
$162K -$2.64K -31 -2%
ACM
1742
Allred Capital Management
Texas
$160K -$86.5K -1,015 -36%
CI
1743
CX Institutional
Indiana
$158K -$20.8K -244 -12%
SIC
1744
Samalin Investment Counsel
New York
$155K +$151K +1,768 New
RG
1745
Retirement Group
California
$151K +$146K +1,713 New
HIIFS
1746
Harel Insurance Investments & Financial Services
Israel
$149K +$110K +1,294 +322%
ONST
1747
Old North State Trust
North Carolina
$147K +$1.36K +16 +1%
ACM
1748
Anfield Capital Management
California
$145K +$141K +1,656 New
LWS
1749
Lucia Wealth Services
California
$142K – – –
EWM
1750
EPG Wealth Management
Georgia
$141K +$137K +1,604 New
68 69
70
71 72