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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2626
Financial Insights
Washington
$214K +$608 +11 +0.3%
AC
2627
Applied Capital
Arkansas
$214K +$11.2K +203 +5%
AWM
2628
Aprio Wealth Management
Georgia
$214K +$20.1K +363 +10%
DI
2629
DFPG Investments
Utah
$214K +$228K +4,113 New
OCPWS
2630
One Charles Private Wealth Services
Massachusetts
$213K +$55 +1 +0%
PP
2631
Pacifica Partners
Canada
$213K +$38.7K +700 +22%
SHGA
2632
Sand Hill Global Advisors
California
$212K -$38.5K -696 -15%
D
2633
Diversified
Delaware
$211K -$10.2K -184 -4%
HC
2634
Hamilton Capital
Ohio
$209K -$583K -10,535 -73%
AWMG
2635
Alliance Wealth Management Group
New Jersey
$209K -$2.21K -40 -1%
RG
2636
Retirement Group
California
$209K +$7.47K +135 +4%
OAJ
2637
Ogorek Anthony Joseph
New York
$209K +$44.9K +812 +27%
NPF
2638
Norris Perne & French
Michigan
$208K -$46.7K -844 -18%
SA
2639
Sicart Associates
New York
$208K -$38.7K -700 -15%
SAS
2640
Sanford Advisory Services
Michigan
$208K – – –
AMCA
2641
Arthur M. Cohen & Associates
Illinois
$208K +$213K +3,845 New
GWAM
2642
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K +$2.54K +46 +1%
NIC
2643
Northwest Investment Counselors
Oregon
$207K +$212K +3,834 New
HR
2644
Hayden Royal
North Carolina
$206K -$523K -9,457 -71%
AP
2645
Atwood & Palmer
Missouri
$206K – – –
MPW
2646
MA Private Wealth
California
$206K +$55 +1 +0%
ACA
2647
Affinity Capital Advisors
California
$205K -$20.4K -368 -9%
ATIA
2648
American Trust Investment Advisors
New Hampshire
$204K – – –
KLI
2649
Kelman-Lazarov Inc
Tennessee
$204K +$4.42K +80 +2%
NW
2650
NewEdge Wealth
Pennsylvania
$204K +$209K +3,784 New
104 105
106
107 108