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Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1951
Essex Savings Bank
Connecticut
$861K +$7.67K +23 +0.7%
ST
1952
Spinnaker Trust
Maine
$860K -$138K -415 -11%
APW
1953
Aventura Private Wealth
Florida
$859K +$185K +555 +20%
BT
1954
Banque Transatlantique
France
$858K -$1.78M -5,330 -62%
CC
1955
Cornerstone Capital
California
$857K +$7K +21 +0.6%
OGF
1956
Orin Green Financial
California
$856K +$1.25M +3,763 New
BWA
1957
Blodgett Wealth Advisors
California
$855K +$11.7K +35 +1%
T
1958
Transce3nd
Texas
$855K -$957K -2,873 -46%
DWA
1959
Delap Wealth Advisory
Oregon
$855K -$113K -340 -9%
FA
1960
Faithward Advisors
Pennsylvania
$855K +$263K +790 +32%
HPM
1961
Hoxton Planning & Management
West Virginia
$851K -$161K -484 -13%
BWFA
1962
Baltimore-Washington Financial Advisors
Maryland
$849K -$166K -499 -13%
EA
1963
Eclectic Associates
California
$849K +$139K +418 +15%
CWA
1964
Crux Wealth Advisors
California
$848K +$319K +957 +41%
OWCM
1965
One Wealth Capital Management
Arizona
$847K +$187K +561 +21%
FZCM
1966
Flynn Zito Capital Management
New York
$846K +$62.7K +188 +6%
OFW
1967
Omnia Family Wealth
Florida
$842K +$344K +1,032 +47%
SIG
1968
Stonegate Investment Group
Alabama
$842K +$156K +469 +17%
LTL
1969
Lowery Thomas LLC
California
$841K +$1.08M +3,247 New
OL
1970
Owen LaRue
Kentucky
$841K +$152K +457 +16%
OFS
1971
Orrstown Financial Services
Pennsylvania
$841K -$65.7K -197 -6%
RAG
1972
RIA Advisory Group
Iowa
$838K +$1.08M +3,234 New
GG
1973
Gleason Group
Kentucky
$838K +$66.7K +200 +7%
AHL
1974
Abel Hall LLC
Louisiana
$838K +$120K +359 +12%
JAG
1975
Journey Advisory Group
Kentucky
$836K -$1.07M -3,204 -50%
77 78
79
80 81