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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2826
Centerline Wealth Advisors
Kentucky
$10.3M -$1.09M -4,061 -10%
BV
2827
Boxwood Ventures
Illinois
$10.3M – – –
NF
2828
NavPoint Financial
Minnesota
$10.3M +$752K +2,801 +8%
EWA
2829
Encompass Wealth Advisors
Oregon
$10.2M -$182K -677 -2%
CA
2830
Cambridge Advisors
Nebraska
$10.2M -$41.3K -154 -0.4%
TPW
2831
Transatlantique Private Wealth
New York
$10.2M -$74.9K -279 -0.7%
PC
2832
Pecaut & Co
Iowa
$10.2M +$350K +1,304 +4%
BWM
2833
BCS Wealth Management
Tennessee
$10.2M +$5.2M +19,362 +106%
GAMC
2834
Garner Asset Management Corp
Texas
$10.2M +$284K +1,058 +3%
PWAM
2835
Pinnacle West Asset Management
Wyoming
$10.2M -$172K -640 -2%
GBWM
2836
Granite Bay Wealth Management
New Hampshire
$10.2M -$406K -1,511 -4%
PP
2837
Patron Partners
Texas
$10.2M -$336K -1,252 -3%
LWA
2838
Lantern Wealth Advisors
New York
$10.2M -$492K -1,834 -5%
WAC
2839
William Allan Corp
Colorado
$10.2M -$227K -844 -2%
NERM
2840
New England Research & Management
Illinois
$10.2M -$43.8K -163 -0.4%
OIM
2841
Orca Investment Management
Oregon
$10.1M -$39.5K -147 -0.4%
GHA
2842
Granite Harbor Advisors
Texas
$10.1M +$94.2K +351 +1%
PMSA
2843
Patrick M. Sweeney & Associates
Illinois
$10.1M -$21.7K -81 -0.2%
PIMG
2844
Patriot Investment Management Group
Tennessee
$10.1M -$132K -493 -1%
PSB
2845
Piscataqua Savings Bank
New Hampshire
$10.1M -$148K -551 -1%
1WM
2846
1900 Wealth Management
Texas
$10.1M +$1.75M +6,514 +21%
IFPG
2847
Intrepid Financial Planning Group
Indiana
$10.1M -$272K -1,015 -3%
TFA
2848
Trinity Financial Advisors
Ohio
$10.1M -$175K -653 -2%
NLP
2849
Next Level Private
New York
$10.1M -$52.1K -194 -0.5%
CAL
2850
Capital Advisors Ltd
Ohio
$10.1M -$616K -2,293 -6%
112 113
114
115 116