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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1576
Lifeworks Advisors
Michigan
$806K -$347K -1,775 -28%
DWA
1577
Delap Wealth Advisory
Oregon
$805K +$691K +3,536 +340%
FAT
1578
First American Trust
California
$804K -$2.47M -12,656 -73%
WPWM
1579
Western Pacific Wealth Management
Illinois
$804K -$77K -394 -8%
VFPW
1580
Vantage Financial Partners (Wisconsin)
Wisconsin
$803K -$234K -1,197 -21%
PP
1581
Patten & Patten
Tennessee
$802K -$7.03K -36 -0.8%
DL
1582
DOHJ LLC
Washington
$801K -$917K -4,692 -51%
NB
1583
Northwest Bancshares
Pennsylvania
$799K +$347K +1,775 +64%
TSWM
1584
Tyler-Stone Wealth Management
Ohio
$798K -$43.6K -223 -5%
SC
1585
Shearwater Capital
Colorado
$795K – – –
OAM
1586
Occidental Asset Management
California
$795K +$22.3K +114 +3%
OWA
1587
Opal Wealth Advisors
New York
$794K +$20.9K +107 +2%
AFA
1588
American Financial Advisors
Georgia
$793K +$46.9K +240 +6%
CAM
1589
Columbia Asset Management
Michigan
$793K -$4.88K -25 -0.8%
NAMM
1590
NorthStar Asset Management (Massachusetts)
Massachusetts
$792K -$60.6K -310 -6%
QCIG
1591
Quad-Cities Investment Group
Iowa
$792K -$16.6K -85 -2%
HGERS
1592
Householder Group Estate & Retirement Specialist
Arizona
$792K +$126K +646 +17%
CFA
1593
Capstone Financial Advisors
Illinois
$791K +$25.4K +130 +3%
TA
1594
Trivest Advisors
Hong Kong
$791K +$879K +4,500 New
CD
1595
Chapin Davis
Maryland
$789K -$67K -343 -7%
HWM
1596
Howard Wealth Management
Connecticut
$789K – – –
LAM
1597
LECAP Asset Management
United Kingdom
$788K +$876K +4,483 New
RZH
1598
Relyea Zuckerberg Hanson
Connecticut
$786K -$2.34K -12 -0.3%
B
1599
Bellecapital
Switzerland
$786K +$320K +1,639 +58%
AIMA
1600
Ables Iannone Moore & Associates
Georgia
$784K +$261K +1,338 +43%
62 63
64
65 66