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Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1526
Five Oceans Advisors
California
$984K -$9.44K -54 -1%
TWM
1527
Thrive Wealth Management
Pennsylvania
$980K +$20.1K +115 +2%
FAT
1528
First American Trust
California
$978K +$64.5K +369 +8%
FG
1529
Foster Group
Iowa
$978K +$23.8K +136 +3%
LW
1530
Libra Wealth
California
$977K – – –
WA
1531
WP Advisors
California
$977K +$26.2K +150 +3%
HNWAG
1532
High Net Worth Advisory Group
Florida
$975K -$279K -1,598 -24%
CWM
1533
Connecticut Wealth Management
Connecticut
$974K -$29.2K -167 -3%
HWM
1534
Horizon Wealth Management
Illinois
$973K -$471K -2,696 -35%
WPC
1535
Waters Parkerson & Co
Louisiana
$973K -$4.37K -25 -0.5%
BWM
1536
BCS Wealth Management
Tennessee
$970K -$16.8K -96 -2%
FNFDCM
1537
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$970K – – –
FLPIM
1538
F.L. Putnam Investment Management
Massachusetts
$969K +$133K +760 +18%
WAS
1539
Winch Advisory Services
Wisconsin
$968K -$10.1K -58 -1%
TCM
1540
Telos Capital Management
California
$967K -$151K -865 -15%
TWM
1541
TLW Wealth Management
Florida
$967K +$5.24K +30 +0.6%
CH
1542
Cromwell Holdings
Wyoming
$967K +$854K +4,885 New
WP
1543
Westmount Partners
California
$964K -$101K -578 -11%
LMKC
1544
L.M. Kohn & Company
Ohio
$964K -$190K -1,087 -18%
AW
1545
Atlas Wealth
Ohio
$961K +$296K +1,691 +76%
MF
1546
Manchester Financial
California
$960K +$23.1K +132 +3%
CW
1547
Channel Wealth
California
$959K -$336K -1,922 -28%
SMWM
1548
Silvia McColl Wealth Management
California
$954K -$31.5K -180 -4%
UAM
1549
Unison Asset Management
Florida
$949K – – –
ES
1550
Eagle Strategies
New York
$949K -$1.5M -8,596 -64%
60 61
62
63 64