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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1451
Advisor OS
Illinois
$960K -$32.8K -364 -3%
TFCP
1452
Twin Focus Capital Partners
Massachusetts
$957K – – –
VI
1453
Versor Investments
New York
$956K +$531K +5,900 +102%
TWPM
1454
Total Wealth Planning & Management
Florida
$954K +$1.05M +11,680 New
GT
1455
Glenview Trust
Kentucky
$952K -$1.98K -22 -0.2%
OCM
1456
One Capital Management
California
$950K +$36.1K +401 +4%
FWM
1457
Forefront Wealth Management
Pennsylvania
$948K -$4.41K -49 -0.4%
SQA
1458
Simon Quick Advisors
New Jersey
$948K -$301K -3,340 -22%
CAG
1459
Crestwood Advisors Group
Massachusetts
$945K +$52.6K +584 +5%
GAA
1460
Guardian Asset Advisors
Pennsylvania
$939K +$10.4K +115 +1%
CWA
1461
Consilium Wealth Advisory
Texas
$937K +$35.1K +390 +4%
MCM
1462
Mainstream Capital Management
California
$937K -$20.8K -231 -2%
BW
1463
BIP Wealth
Georgia
$929K +$836K +9,285 +446%
FFO
1464
Fiduciary Family Office
Florida
$928K +$46.2K +513 +5%
CIAS
1465
Capital Investment Advisory Services
North Carolina
$928K +$188K +2,087 +23%
WWM
1466
Wolff Wiese Magana
California
$921K -$103K -1,143 -9%
TPA
1467
Trivium Point Advisory
Connecticut
$919K -$112K -1,241 -10%
VAM
1468
Vienna Asset Management
California
$915K +$625K +6,946 +163%
EWA
1469
EverSource Wealth Advisors
Alabama
$915K -$27.6K -307 -3%
SFO
1470
Stokes Family Office
Louisiana
$914K +$52.5K +583 +5%
PA
1471
PSI Advisors
Florida
$913K +$598K +6,645 +147%
LAM
1472
L2 Asset Management
Massachusetts
$910K +$120K +1,337 +14%
AIC
1473
Argus Investors Counsel
New York
$907K -$90 -1 -0%
TFS
1474
Thoroughbred Financial Services
Tennessee
$906K +$29.1K +323 +3%
CI
1475
Conning Inc
Connecticut
$904K -$6.93K -77 -0.7%
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