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