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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3276
Dougherty Wealth Advisers
Minnesota
$4.69M -$43.8K -237 -1%
IA
3277
IAM Advisory
Pennsylvania
$4.69M -$56.1K -304 -1%
CAM
3278
Creekmur Asset Management
Illinois
$4.68M +$4.49M +24,313 New
AI
3279
Atom Investors
Texas
$4.68M +$338K +1,831 +8%
DIP
3280
Davis Investment Partners
North Carolina
$4.68M -$26.4K -143 -0.6%
DF
3281
Dunhill Financial
United Kingdom
$4.67M -$112K -609 -2%
LCWP
3282
Legacy Capital Wealth Partners
Arkansas
$4.67M +$25.1K +136 +0.6%
PHAM
3283
Palisades Hudson Asset Management
Florida
$4.67M -$209K -1,131 -4%
TIM
3284
Tevis Investment Management
Texas
$4.66M +$98K +531 +2%
CPCM
3285
Cardinal Point Capital Management
Ontario, Canada
$4.66M -$128K -691 -3%
PWM
3286
Penobscot Wealth Management
Maine
$4.66M -$91.8K -497 -2%
FFG
3287
Fortem Financial Group
California
$4.66M +$58.2K +315 +1%
MFA
3288
McClarren Financial Advisors
Pennsylvania
$4.65M +$227K +1,232 +5%
LWM
3289
Ledge Wealth Management
Minnesota
$4.64M -$242K -1,313 -5%
USB
3290
Union Savings Bank
Connecticut
$4.63M -$176K -955 -4%
NWM
3291
NRI Wealth Management
California
$4.63M +$4.44M +24,037 New
MGIU
3292
M&G Investments (USA)
Illinois
$4.63M +$4.43M +23,968 New
PPC
3293
Park Place Capital
Alabama
$4.62M -$7.75K -42 -0.2%
CA
3294
Carson Advisory
Georgia
$4.62M +$130K +706 +3%
SP
3295
Successful Portfolios
Florida
$4.61M +$114K +619 +3%
E3F
3296
Eight 31 Financial
Texas
$4.61M +$4.42M +23,960 New
AC
3297
Annandale Capital
Texas
$4.61M +$3.32K +18 +0.1%
RL
3298
Rogco LP
Oklahoma
$4.61M +$1.05M +5,673 +31%
PHWM
3299
Pine Harbor Wealth Management
Maryland
$4.6M +$4.42M +23,913 New
TWM
3300
TMD Wealth Management
Arizona
$4.59M – – –
130 131
132
133 134