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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1926
Hotaling Investment Management
Pennsylvania
$867K -$95.9K -1,700 -10%
SFO
1927
Standard Family Office
South Dakota
$866K +$21K +373 +3%
RBC
1928
Roble Belko & Company
Pennsylvania
$865K +$11.3K +200 +1%
OFG
1929
OmniStar Financial Group
North Carolina
$864K -$769K -13,629 -48%
IA
1930
IAM Advisory
Pennsylvania
$864K +$25.2K +447 +3%
WPA
1931
West Paces Advisors
Georgia
$864K +$43.6K +773 +5%
TCPWM
1932
Traverso Chambers Private Wealth Management
California
$863K +$53.9K +956 +7%
HR
1933
Hayden Royal
North Carolina
$863K +$837K +14,840 New
WP
1934
WealthShield Partners
North Carolina
$861K -$33.1K -587 -4%
GPA
1935
Garrison Point Advisors
California
$861K -$18.6K -329 -2%
DAC
1936
Dividend Assets Capital
South Carolina
$859K -$16.4K -290 -2%
MCM
1937
Marathon Capital Management
Maryland
$858K +$30.6K +542 +4%
SAA
1938
Southeast Asset Advisors
Georgia
$857K +$240K +4,249 +41%
EWA
1939
Encompass Wealth Advisors
Oregon
$853K +$45.4K +805 +6%
WCF
1940
West Coast Financial
California
$852K +$19.8K +350 +2%
AWM
1941
Adams Wealth Management
Utah
$851K +$86.8K +1,538 +12%
EPWM
1942
Essex Private Wealth Management
Massachusetts
$850K -$59.6K -1,057 -7%
GCM
1943
Gibraltar Capital Management
Oklahoma
$849K +$821K +14,556 New
VCM
1944
Vivaldi Capital Management
Illinois
$848K -$74.7K -1,324 -8%
PIA
1945
Pinion Investment Advisors
Kansas
$844K +$30.5K +540 +4%
FFS
1946
Founders Financial Securities
Maryland
$843K +$46.6K +825 +6%
OBWG
1947
Onyx Bridge Wealth Group
New York
$842K +$223K +3,959 +38%
HWA
1948
Heritage Wealth Advisors
Virginia
$841K -$31K -550 -4%
WFC
1949
Western Financial Corp
California
$838K +$846 +15 +0.1%
W
1950
WealthOne
New York
$838K +$59.4K +1,052 +8%
76 77
78
79 80