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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2626
Applied Capital
Arkansas
$214K +$11.2K +203 +5%
AWM
2627
Aprio Wealth Management
Georgia
$214K +$20.1K +363 +10%
DI
2628
DFPG Investments
Utah
$214K +$228K +4,113 New
OCPWS
2629
One Charles Private Wealth Services
Massachusetts
$213K +$55 +1 +0%
PP
2630
Pacifica Partners
Canada
$213K +$38.7K +700 +22%
SHGA
2631
Sand Hill Global Advisors
California
$212K -$38.5K -696 -15%
D
2632
Diversified
Delaware
$211K -$10.2K -184 -4%
HC
2633
Hamilton Capital
Ohio
$209K -$583K -10,535 -73%
AWMG
2634
Alliance Wealth Management Group
New Jersey
$209K -$2.21K -40 -1%
RG
2635
Retirement Group
California
$209K +$7.47K +135 +4%
OAJ
2636
Ogorek Anthony Joseph
New York
$209K +$44.9K +812 +27%
NPF
2637
Norris Perne & French
Michigan
$208K -$46.7K -844 -18%
SA
2638
Sicart Associates
New York
$208K -$38.7K -700 -15%
SAS
2639
Sanford Advisory Services
Michigan
$208K – – –
AMCA
2640
Arthur M. Cohen & Associates
Illinois
$208K +$213K +3,845 New
GWAM
2641
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K +$2.54K +46 +1%
NIC
2642
Northwest Investment Counselors
Oregon
$207K +$212K +3,834 New
HR
2643
Hayden Royal
North Carolina
$206K -$523K -9,457 -71%
AP
2644
Atwood & Palmer
Missouri
$206K – – –
MPW
2645
MA Private Wealth
California
$206K +$55 +1 +0%
ACA
2646
Affinity Capital Advisors
California
$205K -$20.4K -368 -9%
ATIA
2647
American Trust Investment Advisors
New Hampshire
$204K – – –
KLI
2648
Kelman-Lazarov Inc
Tennessee
$204K +$4.42K +80 +2%
NW
2649
NewEdge Wealth
Pennsylvania
$204K +$209K +3,784 New
GTAM
2650
Global Trust Asset Management
Florida
$203K +$14.4K +261 +7%
104 105
106
107 108