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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2051
SeaBridge Investment Advisors
New Jersey
$678K -$936K -17,946 -58%
SAS
2052
Stelac Advisory Services
New York
$678K +$4.23K +81 +0.6%
MIP
2053
Marietta Investment Partners
Wisconsin
$677K -$192K -3,680 -22%
W
2054
WealthOne
New York
$675K -$98.4K -1,886 -13%
PGIM
2055
Pacific Global Investment Management
California
$674K -$100K -1,923 -13%
RTS
2056
Round Table Services
New Jersey
$672K +$71.3K +1,366 +12%
SFG
2057
Sowa Financial Group
Rhode Island
$668K -$23.4K -448 -3%
MCM
2058
McKinley Capital Management
Alaska
$668K +$1.51K +29 +0.2%
SAM
2059
Secure Asset Management
Michigan
$668K +$9.6K +184 +1%
RSWM
2060
Robertson Stephens Wealth Management
California
$668K +$47K +901 +8%
PP
2061
Patron Partners
Texas
$668K +$178K +3,405 +36%
ACWM
2062
Adams Chetwood Wealth Management
North Carolina
$665K -$137K -2,624 -17%
AAM
2063
Aureus Asset Management
Massachusetts
$665K +$23.7K +455 +4%
SSG
2064
Summit Securities Group
New York
$665K +$426K +8,172 +177%
EWA
2065
ERTS Wealth Advisors
Michigan
$662K +$11.9K +228 +2%
DLG
2066
Daniel L. Goodwin
$662K +$99.1K +1,900 +18%
EPWM
2067
Essex Private Wealth Management
Massachusetts
$661K -$98.4K -1,886 -13%
WAOI
2068
Wealth Advisors of Iowa
Iowa
$653K -$271K -5,186 -29%
MAWCM
2069
Mine & Arao Wealth Creation & Management
California
$652K -$460K -8,816 -41%
SFWC
2070
Strategic Family Wealth Counselors
New Jersey
$652K -$71K -1,360 -10%
MLFP
2071
MPS Loria Financial Planners
Illinois
$652K -$1.46K -28 -0.2%
BA
2072
Ballast Advisors
Minnesota
$652K +$21.1K +405 +3%
GWS
2073
Glassman Wealth Services
Virginia
$652K +$83.3K +1,596 +15%
SIA
2074
Soltis Investment Advisors
Utah
$650K -$59.9K -1,148 -8%
WAL
2075
W Advisors LLC
Tennessee
$650K +$653K +12,507 New
81 82
83
84 85