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Name Holding Trade Value Shares
Change 		Change in
Stake
SGFG
3951
Silver Grove Financial Group
New York
$4.4M -$39.8K -153 -0.9%
PCWA
3952
Pacific Capital Wealth Advisors
California
$4.39M +$175K +673 +4%
BDPWM
3953
Barnes Dennig Private Wealth Management
Ohio
$4.39M -$67.7K -260 -1%
BWA
3954
Boulder Wealth Advisors
Colorado
$4.39M +$2.55M +9,783 +130%
MWA
3955
Medallion Wealth Advisors
Connecticut
$4.39M +$321K +1,232 +8%
MSWMA
3956
Market Street Wealth Management Advisors
Indiana
$4.38M +$288K +1,107 +7%
GPWA
3957
Great Point Wealth Advisors
Massachusetts
$4.38M -$18.5K -71 -0.4%
BWM
3958
Bluebird Wealth Management
Massachusetts
$4.38M +$92.6K +356 +2%
NQWM
3959
Northwest Quadrant Wealth Management
Oregon
$4.38M -$52K -200 -1%
CBOR
3960
Community Bank of Raymore
Missouri
$4.37M +$92.1K +354 +2%
TAM
3961
Todd Asset Management
Kentucky
$4.37M – – –
CAM
3962
Campion Asset Management
Virginia
$4.37M -$60.6K -233 -1%
HI
3963
Human Investing
Oregon
$4.37M +$66.4K +255 +2%
GC
3964
Gibson Capital
Pennsylvania
$4.36M +$182K +698 +4%
CC
3965
Clearwave Capital
California
$4.36M +$123K +474 +3%
CL
3966
CPWA LLC
Oregon
$4.36M +$3.87M +14,884 New
T
3967
Tidemark
California
$4.36M -$326K -1,254 -7%
4WM
3968
4J Wealth Management
Virginia
$4.36M -$14.8K -57 -0.3%
WF
3969
Warner Financial
Maryland
$4.34M -$307K -1,179 -6%
WB
3970
West Bancorporation
Iowa
$4.34M +$41.9K +161 +0.9%
KW
3971
KWB Wealth
California
$4.32M -$223K -857 -5%
GPA
3972
Guerra Pan Advisors
New Jersey
$4.32M +$184K +707 +4%
AIM
3973
Athena Investment Management
California
$4.32M -$2.08K -8 -0%
CCIA
3974
Campbell & Co Investment Adviser
Maryland
$4.32M +$71.8K +276 +2%
SC
3975
Shuttleworth & Co
Ohio
$4.31M -$7.81K -30 -0.2%
157 158
159
160 161