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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3701
Weaver Capital Management
Georgia
$5.14M +$438K +1,860 +10%
JWWM
3702
Johnson & White Wealth Management
Pennsylvania
$5.14M -$33.5K -142 -0.7%
BWM
3703
Birchcreek Wealth Management
Ohio
$5.13M -$55.1K -234 -1%
WP
3704
Wealthspan Partners
Iowa
$5.13M -$51.8K -220 -1%
EWA
3705
ERTS Wealth Advisors
Michigan
$5.13M -$61.5K -261 -1%
NC
3706
Napatree Capital
Rhode Island
$5.13M +$355K +1,505 +8%
SA
3707
SAM Advisors
California
$5.13M -$6.13K -26 -0.1%
JGCM
3708
Joseph Group Capital Management
Ohio
$5.12M +$712K +3,021 +17%
PCMH
3709
Polymer Capital Management (HK)
Hong Kong
$5.12M -$1.45M -6,140 -23%
PHWM
3710
Pine Harbor Wealth Management
Maryland
$5.12M -$52.3K -222 -1%
BIA
3711
Benchmark Investment Advisors
Illinois
$5.11M -$151K -639 -3%
VIPI
3712
Vista Investment Partners II
Indiana
$5.11M +$4.81M +20,408 New
KA
3713
KDT Advisors
New York
$5.11M +$4.81M +20,405 New
MFG
3714
Mosaic Financial Group
Illinois
$5.11M -$247K -1,048 -5%
MA
3715
MBA Advisors
Pennsylvania
$5.1M -$992K -4,210 -17%
JFG
3716
JDM Financial Group
Texas
$5.09M -$139K -590 -3%
SIC
3717
Sage Investment Counsel
Tennessee
$5.08M +$4.79M +20,304 New
LKIM
3718
Lawson Kroeker Investment Management
Nebraska
$5.07M -$19.6K -83 -0.4%
PBK
3719
Peoples Bank (Kansas)
Kansas
$5.06M -$47.8K -203 -1%
CP
3720
Cornerstone Planning
North Carolina
$5.06M +$4.76M +20,211 New
BBPWM
3721
Blue Bell Private Wealth Management
Pennsylvania
$5.06M -$30.6K -130 -0.6%
IFS
3722
Intelligent Financial Strategies
Minnesota
$5.06M +$236 +1 +0%
IWA
3723
Integrity Wealth Advisors
California
$5.05M +$4.76M +20,180 New
OWG
3724
Oxford Wealth Group
Florida
$5.05M +$17.9K +76 +0.4%
BWG
3725
Beta Wealth Group
California
$5.05M -$137K -582 -3%
147 148
149
150 151