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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
3776
Integrity Wealth Solutions
Colorado
$4.37M +$422K +1,869 +12%
PPWM
3777
PFG Private Wealth Management
Florida
$4.37M +$2.44M +10,791 +169%
NFA
3778
Northwest Financial Advisors
Virginia
$4.37M -$334K -1,479 -8%
GWA
3779
Geometric Wealth Advisors
District of Columbia
$4.37M -$142K -628 -4%
FMTCOCP
3780
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.36M +$201K +889 +5%
SI
3781
Sora Investors
Pennsylvania
$4.36M -$132K -583 -3%
WB
3782
West Bancorporation
Iowa
$4.36M +$565K +2,502 +17%
CBOR
3783
Community Bank of Raymore
Missouri
$4.36M +$92.6K +410 +2%
AWAP
3784
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.35M +$12.9K +57 +0.3%
CSA
3785
Cornerstone Select Advisors
Missouri
$4.35M +$177K +783 +5%
MLA
3786
MB, Levis & Associates
Pennsylvania
$4.35M -$637K -2,821 -14%
TAM
3787
Todd Asset Management
Kentucky
$4.35M – – –
JGUA
3788
John G. Ullman & Associates
New York
$4.34M -$28.2K -125 -0.7%
SCM
3789
Sandler Capital Management
New York
$4.34M +$3.85M +17,052 New
AWMT
3790
AAFMAA Wealth Management & Trust
North Carolina
$4.34M -$58.5K -259 -1%
CPL
3791
CAP Partners LLC
Tennessee
$4.34M -$242K -1,072 -6%
HFO
3792
Heritage Family Offices
Arizona
$4.33M -$329K -1,456 -8%
KWM
3793
KW Wealth Management
California
$4.33M +$3.84M +17,004 New
PCWA
3794
Pacific Capital Wealth Advisors
California
$4.33M -$1.64M -7,264 -30%
LIM
3795
Loudon Investment Management
New Hampshire
$4.32M -$1.13K -5 -0%
RRWA
3796
Rainey & Randall Wealth Advisors
Florida
$4.32M +$83.8K +371 +2%
SPP
3797
Single Point Partners
Massachusetts
$4.32M +$370K +1,640 +11%
AGA
3798
Arkos Global Advisors
Texas
$4.32M +$593K +2,623 +18%
CAM
3799
CPA Asset Management
Florida
$4.32M -$256K -1,132 -6%
PCMF
3800
Private Capital Management (Florida)
Florida
$4.32M +$226 +1 +0%
150 151
152
153 154