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Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
3201
Five Oceans Advisors
California
$7.55M -$221K -939 -3%
NBWM
3202
North Berkeley Wealth Management
California
$7.55M +$7.1M +30,141 New
MQWP
3203
Morey & Quinn Wealth Partners
Nebraska
$7.54M +$7.1M +30,107 New
MPPW
3204
Mitchell & Pahl Private Wealth
Oklahoma
$7.53M +$33.2K +141 +0.5%
SCP
3205
Shorepoint Capital Partners
Massachusetts
$7.53M -$5.66K -24 -0.1%
CGIM
3206
Capital Group Investment Management
Singapore
$7.53M -$1.12M -4,770 -14%
BCFD
3207
Boit C.F. David
$7.51M +$23.6K +100 +0.3%
MUAMU
3208
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$7.51M +$471K +2,000 +7%
SOW
3209
State of Wyoming
Wyoming
$7.51M -$1.66M -7,035 -19%
AWM
3210
Accel Wealth Management
Iowa
$7.5M +$47.6K +202 +0.7%
SFWC
3211
Strategic Family Wealth Counselors
New Jersey
$7.48M +$612K +2,597 +10%
DWM
3212
Dynasty Wealth Management
Florida
$7.47M -$3.4M -14,426 -33%
SFG
3213
Sather Financial Group
Texas
$7.46M -$395K -1,676 -5%
FAG
3214
Fortitude Advisory Group
Washington
$7.45M -$554K -2,350 -7%
TFA
3215
TPG Financial Advisors
Oregon
$7.45M +$5.48M +23,267 +360%
PTC
3216
Provident Trust Company
Wisconsin
$7.44M – – –
BOJHT
3217
Bank of Jackson Hole Trust
Wyoming
$7.44M +$7M +29,699 New
SRWM
3218
Shira Ridge Wealth Management
California
$7.43M +$21.4K +91 +0.3%
UAM
3219
Unison Asset Management
Florida
$7.43M +$165K +699 +2%
CWG
3220
Crown Wealth Group
North Carolina
$7.43M +$134K +567 +2%
T
3221
Tableaux
Massachusetts
$7.41M +$6.98M +29,597 New
VCM
3222
Versant Capital Management
Arizona
$7.4M +$1.32M +5,583 +23%
PRS
3223
Pinkerton Retirement Specialists
Idaho
$7.4M -$543K -2,303 -7%
NRC
3224
New Republic Capital
North Carolina
$7.38M +$1.06M +4,510 +18%
TA
3225
TFB Advisors
Kansas
$7.36M +$32.1K +136 +0.5%
127 128
129
130 131