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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
3051
Greykasell Wealth Strategies
California
$475K +$26.4K +76 +8%
BBNB
3052
Baker Boyer National Bank
Washington
$474K -$17.3K -50 -4%
JPLA
3053
Joseph P. Lucia & Associates
New York
$473K -$89.8K -259 -20%
WSC
3054
Wellington Shields & Co
New York
$472K +$61.7K +178 +20%
BHWM
3055
Bay Harbor Wealth Management
Maryland
$472K +$694 +2 +0.2%
PGWM
3056
Pitti Group Wealth Management
New York
$471K -$36.4K -105 -9%
KSWWM
3057
Keyes Stange & Wooten Wealth Management
Florida
$471K – – –
MCM
3058
Morton Capital Management
California
$471K -$347 -1 -0.1%
BP
3059
BBR Partners
New York
$471K +$42.7K +123 +13%
LFG
3060
Leverty Financial Group
Wisconsin
$471K +$122K +352 +50%
ICCON
3061
Investment Counsel Company of Nevada
Nevada
$470K – – –
FA
3062
FF Advisors
California
$469K +$10.4K +30 +3%
AIC
3063
Archer Investment Corporation
Indiana
$468K -$89.5K -258 -20%
SVCP
3064
Silicon Valley Capital Partners
California
$468K -$109K -313 -23%
JSC
3065
Jackson Square Capital
California
$468K -$326K -940 -47%
GOCP
3066
Great Oak Capital Partners
Massachusetts
$467K +$78K +225 +28%
RMC
3067
Resources Management Corp
Connecticut
$467K – – –
KPWG
3068
KFA Private Wealth Group
Virginia
$467K -$7.98K -23 -2%
BWM
3069
Birchcreek Wealth Management
Ohio
$466K +$1.73K +5 +0.5%
KCPT
3070
Kingstone Capital Partners Texas
Texas
$465K – – –
TLA
3071
Tanglewood Legacy Advisors
Texas
$465K -$34.7K -100 -9%
OWM
3072
OneAscent Wealth Management
Alabama
$464K -$197K -568 -35%
FSC
3073
Full Sail Capital
Oklahoma
$464K -$59K -170 -14%
VI
3074
VanderPol Investments
Michigan
$464K +$7.98K +23 +2%
LSA
3075
L & S Advisors
California
$464K -$4.77M -13,754 -93%
121 122
123
124 125