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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3076
Archvest Wealth Advisors
California
$4.48M -$42.5K -232 -0.9%
FI
3077
Fosun International
China
$4.48M -$1.3M -7,075 -21%
LNWTC
3078
Laird Norton Wetherby Trust Company
Washington
$4.48M -$550 -3 -0%
CWM
3079
Certus Wealth Management
California
$4.48M -$259K -1,412 -5%
AGWCA
3080
Annis Gardner Whiting Capital Advisors
Florida
$4.47M +$4.79M +26,136 New
SW
3081
Signify Wealth
Missouri
$4.47M -$66.8K -364 -1%
SFC
3082
SYM Financial Corp
Indiana
$4.47M +$3.32M +18,079 +225%
BCM
3083
Brooktree Capital Management
Michigan
$4.46M -$985K -5,371 -17%
CWA
3084
Centennial Wealth Advisory
Michigan
$4.46M +$184K +1,006 +4%
SCP
3085
Stamos Capital Partners
California
$4.45M – – –
SWAG
3086
Spectrum Wealth Advisory Group
California
$4.45M +$367 +2 +0%
YCM
3087
Yost Capital Management
Texas
$4.45M +$917K +5,000 +24%
MUAMU
3088
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.45M +$2.38M +13,000 +100%
CCMI
3089
Creative Capital Management Investments
California
$4.44M -$305K -1,662 -6%
PFA
3090
Pathway Financial Advisers
Indiana
$4.44M +$4.75M +25,927 New
DF
3091
Dunhill Financial
United Kingdom
$4.44M +$144K +786 +3%
BDF
3092
Black Diamond Financial
Maryland
$4.44M +$344K +1,877 +8%
CCG
3093
Coastwise Capital Group
California
$4.43M -$705K -3,843 -13%
MCM
3094
Magnolia Capital Management
New York
$4.43M – – –
CPA
3095
Court Place Advisors
Maryland
$4.43M -$159K -865 -3%
PP
3096
PrairieView Partners
Minnesota
$4.42M -$1.55M -8,443 -25%
SCP
3097
Syntal Capital Partners
Texas
$4.42M -$8.25K -45 -0.2%
EWS
3098
Evergreen Wealth Solutions
Pennsylvania
$4.42M -$234K -1,275 -5%
BCFD
3099
Boit C.F. David
$4.41M – – –
RPSA
3100
Richard P. Slaughter Associates
Texas
$4.41M -$210K -1,144 -4%
122 123
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