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Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
1826
S.C. Financial Services
Arizona
$505K – – –
SPIO
1827
Seven Post Investment Office
California
$505K – – –
WP
1828
WealthShield Partners
North Carolina
$505K +$106K +387 +21%
SI
1829
Sprott Inc
Ontario, Canada
$505K +$184K +675 +43%
JLBC
1830
J.L. Bainbridge & Co
Florida
$504K +$17.2K +63 +3%
WQ
1831
Wealth Quarterback
New Jersey
$504K +$613K +2,247 New
GM
1832
GeoWealth Management
Illinois
$503K +$14.7K +54 +2%
GC
1833
Gilbert & Cook
Iowa
$503K +$31.1K +114 +5%
EWA
1834
Encompass Wealth Advisors
Oregon
$502K +$96.6K +354 +19%
HFS
1835
HBC Financial Services
Washington
$500K -$28.7K -105 -5%
JBA
1836
Johnson Bixby & Associates
Washington
$500K – – –
VEA
1837
Virtus ETF Advisers
New York
$500K +$608K +2,226 New
NMG
1838
New Millennium Group
Utah
$499K -$198K -726 -25%
APW
1839
Aurora Private Wealth
New Jersey
$499K +$34.4K +126 +6%
CF
1840
Copperwynd Financial
Arizona
$498K -$2.73M -10,017 -82%
CC
1841
Cornerstone Capital
California
$498K – – –
VBFG
1842
Vishria Bird Financial Group
Tennessee
$498K +$63.1K +231 +12%
PRS
1843
Pinkerton Retirement Specialists
Idaho
$497K -$6.55K -24 -1%
WC
1844
Weil Company
California
$496K – – –
REMPR
1845
Roof Eidam Maycock Peralta (REMP)
California
$495K – – –
BCA
1846
Bray Capital Advisors
Florida
$494K -$3.28K -12 -0.5%
ESB
1847
Essex Savings Bank
Connecticut
$494K +$43.4K +159 +8%
NC
1848
NovaPoint Capital
Georgia
$494K +$139K +510 +30%
SWM
1849
Soundmark Wealth Management
Washington
$492K – – –
SFM
1850
Signet Financial Management
New Jersey
$491K -$62.2K -228 -9%
72 73
74
75 76