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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1701
Ballew Advisors
Mississippi
$771K -$1.05K -6 -0.2%
OGF
1702
Orin Green Financial
California
$770K +$680K +3,891 New
RWP
1703
Ridgecrest Wealth Partners
California
$770K – – –
ECG
1704
EPIQ Capital Group
California
$769K +$261K +1,496 +63%
LC
1705
LCNB Corp
Ohio
$766K -$69.9K -400 -9%
JE
1706
JMAC Enterprises
Pennsylvania
$763K +$9.61K +55 +1%
JWM
1707
Jeppson Wealth Management
California
$763K -$2.27K -13 -0.3%
WA
1708
Wambolt & Associates
Colorado
$761K -$25.2K -144 -4%
PWA
1709
Prairie Wealth Advisors
Nebraska
$758K -$180K -1,028 -21%
LCS
1710
Levin Capital Strategies
New York
$758K -$17.5K -100 -3%
JWM
1711
JGP Wealth Management
Oregon
$756K -$81.3K -465 -11%
AWM
1712
Aspire Wealth Management
Massachusetts
$754K -$21.8K -125 -3%
MUAMU
1713
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$752K -$699K -4,000 -51%
MIA
1714
MMBG Investment Advisors
Florida
$749K +$117K +669 +21%
AA
1715
Altrafin AG
$748K +$661K +3,781 New
SIA
1716
Sit Investment Associates
Minnesota
$747K -$29.5K -169 -4%
NB
1717
Northwest Bancshares
Pennsylvania
$746K -$135K -775 -17%
FA
1718
Fiduciary Alliance
South Carolina
$744K +$563K +3,219 New
OFG
1719
Oxford Financial Group
Indiana
$744K +$199K +1,137 +43%
MCP
1720
Mirador Capital Partners
California
$744K -$603K -3,448 -48%
RCM
1721
RB Capital Management
Nevada
$743K -$61.9K -354 -9%
GWMR
1722
GC Wealth Management RIA
Massachusetts
$741K -$72.7K -416 -10%
JIC
1723
Joel Isaacson & Co
New York
$741K -$11K -63 -2%
CIM
1724
Chiron Investment Management
New York
$740K +$654K +3,741 New
RFP
1725
Root Financial Partners
California
$737K +$196K +1,121 +43%
67 68
69
70 71