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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2276
Financial Insights
Washington
$209K -$84.1K -3,762 -28%
TSWM
2277
Triangle Securities Wealth Management
North Carolina
$209K -$45.1K -2,017 -17%
WFG
2278
Wills Financial Group
Virginia
$208K -$2.01M -89,793 -90%
PO
2279
Private Ocean
California
$208K +$9.5K +425 +5%
VCM
2280
Vigilant Capital Management
Maine
$207K +$53.3K +2,383 +33%
OWP
2281
Obermeyer Wealth Partners
Colorado
$207K +$215K +9,612 New
OWA
2282
One Wealth Advisors
California
$206K -$19.6K -876 -8%
BFA
2283
Brendel Financial Advisors
New Hampshire
$205K -$25.6K -1,146 -11%
GLA
2284
Great Lakes Advisors
Illinois
$205K -$18.7K -837 -8%
CPR
2285
CSU Producer Resources
Ohio
$205K – – –
RCWMU
2286
Rothschild & Co Wealth Management (UK)
United Kingdom
$204K – – –
AWM
2287
Aevitas Wealth Management
Massachusetts
$204K +$12.3K +550 +6%
AIFAIM
2288
American Institute for Advanced Investment Management
Arizona
$201K +$11.8K +530 +6%
STB
2289
S&T Bank
Pennsylvania
$200K -$85K -3,804 -29%
SL
2290
Savior LLC
Massachusetts
$194K +$1.27K +57 +0.6%
VC
2291
Veracity Capital
Georgia
$188K -$371K -16,596 -66%
BCA
2292
Bray Capital Advisors
Florida
$185K – – –
BCM
2293
Blume Capital Management
California
$181K – – –
WIM
2294
Westside Investment Management
California
$180K +$162K +7,246 +39%
PP
2295
PrairieView Partners
Minnesota
$179K +$8.87K +397 +5%
SAM
2296
Security Asset Management
New York
$177K -$89.6K -4,010 -33%
C
2297
Certuity
Florida
$170K +$176K +7,884 New
HGWM
2298
Harvest Group Wealth Management
Massachusetts
$169K +$492 +22 +0.3%
CFG
2299
CKW Financial Group
Hawaii
$169K +$123K +5,512 +237%
TFM
2300
TFC Financial Management
Massachusetts
$168K +$174K +7,800 New
90 91
92
93 94