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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1801
Halbert Hargrove Global Advisors
California
$357K +$9.55K +91 +3%
BL
1802
Balentine LLC
Georgia
$355K -$17.3K -165 -5%
NAM
1803
NTV Asset Management
West Virginia
$355K +$105 +1 +0%
WC
1804
Woodstock Corp
Massachusetts
$354K +$2K +19 +0.6%
BG
1805
Bellevue Group
Switzerland
$353K -$115K -1,100 -25%
SSW
1806
Smith Shellnut Wilson
Mississippi
$352K +$4.72K +45 +1%
WFO
1807
Wealthgate Family Office
Colorado
$351K +$630 +6 +0.2%
BS
1808
Bessemer Securities
New York
$350K – – –
CHA
1809
Cooper/Haims Advisors
New York
$349K +$1.57K +15 +0.5%
MSFS
1810
Main Street Financial Solutions
Pennsylvania
$349K +$4.83K +46 +1%
MPCG
1811
Matrix Private Capital Group
New York
$348K -$27.3K -260 -8%
OCM
1812
Osterweis Capital Management
California
$348K – – –
RWI
1813
Red Wave Investments
Pennsylvania
$348K +$10.3K +98 +3%
SFG
1814
Sovereign Financial Group
Connecticut
$347K +$7.04K +67 +2%
LP
1815
LGL Partners
Pennsylvania
$346K +$525 +5 +0.2%
RP
1816
Rowlandmiller & Partners
Georgia
$343K – – –
BFC
1817
Blue Fin Capital
Rhode Island
$342K -$16.4K -156 -5%
MFA
1818
Mayflower Financial Advisors
Massachusetts
$342K +$50.4K +480 +18%
JFA
1819
Johanson Financial Advisors
California
$341K +$16.8K +160 +6%
BBA
1820
BLB&B Advisors
Pennsylvania
$340K -$178K -1,700 -35%
SEP
1821
Southland Equity Partners
Missouri
$340K +$8.51K +81 +3%
HIP
1822
HUB Investment Partners
Texas
$337K +$323K +3,080 New
FNBOSM
1823
First National Bank of South Miami
Florida
$336K +$40.8K +389 +14%
KA
1824
KLCM Advisors
Wisconsin
$336K +$126K +1,200 +64%
DWM
1825
Destination Wealth Management
California
$333K -$39.1K -372 -11%
71 72
73
74 75