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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGNY
1876
Retirement Planning Group (New York)
New York
$634K +$5.16K +110 +0.7%
7WCP
1877
71 West Capital Partners
Massachusetts
$632K +$153K +3,253 +28%
VFG
1878
V2 Financial group
Illinois
$631K – – –
CPWA
1879
Cerro Pacific Wealth Advisors
California
$631K +$33.7K +718 +5%
WWM
1880
Wolff Wiese Magana
California
$630K +$616K +13,131 +747%
RC
1881
RBO & Co
California
$629K – – –
ABTD
1882
Arvest Bank Trust Division
Oklahoma
$628K -$9.71K -207 -1%
FIM
1883
Fruth Investment Management
Texas
$628K – – –
YIM
1884
Yoffe Investment Management
Pennsylvania
$627K +$188 +4 +0%
AFM
1885
Abbot Financial Management
Massachusetts
$627K +$15.8K +337 +2%
SOAM
1886
SBI Okasan Asset Management
Japan
$626K – – –
JWWM
1887
Johnson & White Wealth Management
Pennsylvania
$625K -$5.82K -124 -0.8%
NC
1888
North Capital
Utah
$625K -$3.42K -73 -0.5%
IIM
1889
Ipswich Investment Management
Massachusetts
$625K – – –
IIC
1890
Integrated Investment Consultants
Michigan
$623K -$61.1K -1,302 -8%
GS
1891
GWN Securities
Florida
$623K -$136K -2,891 -16%
KSB
1892
Kennebec Savings Bank
Maine
$622K +$33.2K +707 +5%
NI
1893
Natural Investments
California
$622K +$50.2K +1,070 +8%
RMDI
1894
R.M. Davis Inc
Maine
$620K -$98.9K -2,108 -13%
OWP
1895
Obermeyer Wealth Partners
Colorado
$620K -$30.3K -646 -4%
FPL
1896
Fortress Private Ledger
North Carolina
$619K +$32K +683 +5%
BGAI
1897
Bruce G. Allen Investments
Colorado
$619K -$2.53K -54 -0.4%
JFGLC
1898
Johnson Financial Group LLC (Colorado)
Colorado
$619K +$485K +10,339 +242%
BW
1899
Blalock Williams
Alabama
$618K +$2.06K +44 +0.3%
VWM
1900
Venturi Wealth Management
Texas
$616K +$21.8K +465 +3%
74 75
76
77 78