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Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1526
Keystone Wealth Services
California
$798K +$92.5K +339 +11%
DOA
1527
D'Orazio & Associates
Virginia
$797K -$68K -249 -7%
OL
1528
Optas LLC
Texas
$796K -$52.4K -192 -5%
GBA
1529
Garrison Bradford & Associates
New York
$795K – – –
OMC
1530
Overbrook Management Corp
New York
$795K – – –
SFS
1531
Searcy Financial Services
Kansas
$793K +$3.28K +12 +0.3%
GI
1532
Gradient Investments
Minnesota
$790K +$103K +378 +12%
OGF
1533
Orin Green Financial
California
$789K +$10.6K +39 +1%
BA
1534
Bridge Advisory
California
$787K +$7.37K +27 +0.8%
SMA
1535
Sage Mountain Advisors
Georgia
$785K -$13.9K -51 -1%
AFS
1536
AFG Fiduciary Services
Massachusetts
$785K – – –
BS
1537
Boenning & Scattergood
Pennsylvania
$782K -$44.2K -162 -4%
FWM
1538
Finer Wealth Management
Massachusetts
$781K +$15.6K +57 +2%
BCP
1539
Blue Chip Partners
Michigan
$781K +$213K +780 +29%
CF
1540
Corrigan Financial
Rhode Island
$779K -$20.5K -75 -2%
TI
1541
Truepoint Inc
Ohio
$779K – – –
NFC
1542
Northeast Financial Consultants
Connecticut
$778K -$32.8K -120 -3%
PHIC
1543
Pine Haven Investment Counsel
Massachusetts
$778K +$819 +3 +0.1%
BWM
1544
Buckley Wealth Management
Nevada
$777K +$5.73K +21 +0.6%
UWM
1545
Urban Wealth Management
California
$775K +$943K +3,453 New
CCB
1546
Country Club Bank
Missouri
$769K +$45K +165 +5%
CFFP
1547
Center for Financial Planning
Michigan
$768K – – –
NHC
1548
Nicholas Hoffman & Company
Georgia
$766K +$25.4K +93 +3%
RCM
1549
RB Capital Management
Nevada
$766K +$81.1K +297 +10%
EIA
1550
Eldridge Investment Advisors
New Hampshire
$765K +$81.9K +300 +10%
60 61
62
63 64