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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
3451
Dimension Capital Management
Florida
$5.66M +$75K +332 +2%
DWA
3452
Dougherty Wealth Advisers
Minnesota
$5.65M +$56K +248 +1%
PFW
3453
Petros Family Wealth
Minnesota
$5.64M -$53.1K -235 -1%
CP
3454
Capital Planning
Washington
$5.64M -$67.5K -299 -1%
HCM
3455
Hutner Capital Management
Vermont
$5.63M +$457K +2,023 +10%
MAM
3456
Mainsail Asset Management
Alabama
$5.63M +$358K +1,583 +8%
KCM
3457
Kendall Capital Management
Maryland
$5.62M +$81.6K +361 +2%
BI
3458
Bolthouse Investments
California
$5.62M – – –
OQS
3459
Occudo Quantitative Strategies
Florida
$5.62M -$971K -4,299 -16%
EA
3460
Emerald Advisors
Washington
$5.61M +$4.74K +21 +0.1%
PS
3461
Pinney & Scofield
Massachusetts
$5.61M -$459K -2,031 -8%
AHIA
3462
Andrew Hill Investment Advisors
Florida
$5.61M +$3.6M +15,915 +261%
RIP
3463
Reliant Investment Partners
North Carolina
$5.6M -$82.9K -367 -2%
GSWM
3464
Greenup Street Wealth Management
Michigan
$5.6M +$3.04M +13,454 +157%
SFG
3465
Synergy Financial Group
California
$5.6M -$88.6K -392 -2%
DMBA
3466
Deseret Mutual Benefit Administrators
Utah
$5.6M +$105K +465 +2%
PWA
3467
Primoris Wealth Advisors
Florida
$5.6M -$76.1K -337 -2%
TAI
3468
Terra Alpha Investments
District of Columbia
$5.59M +$450K +1,992 +10%
WDL
3469
Well Done LLC
Michigan
$5.59M -$65.5K -290 -1%
FCFC
3470
First Citizens Financial Corp
Iowa
$5.58M +$80K +354 +2%
RI
3471
Rinkey Investments
California
$5.57M -$145K -643 -3%
SW
3472
StrongBox Wealth
Missouri
$5.57M -$1.46M -6,463 -23%
DRS
3473
Deane Retirement Strategies
Louisiana
$5.57M +$4.56M +20,168 +1,184%
CIA
3474
Caerus Investment Advisors
Texas
$5.57M +$1.38M +6,120 +39%
GL
3475
Gerber LLC
Ohio
$5.56M -$2.92M -12,932 -37%
137 138
139
140 141