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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
4076
Swan Capital
Florida
$2.56M +$186 +1 +0%
NRD
4077
Nebula Research & Development
New York
$2.56M +$2.27M +12,153 New
M1FG
4078
Mach-1 Financial Group
Arkansas
$2.56M -$8.58K -46 -0.4%
MSWMA
4079
Market Street Wealth Management Advisors
Indiana
$2.55M +$56.9K +305 +3%
LOIP
4080
Live Oak Investment Partners
Texas
$2.55M – – –
WI
4081
Wedgewood Investors
Pennsylvania
$2.54M +$2.25M +12,075 New
SC
4082
Stephens Consulting
Michigan
$2.54M -$191K -1,022 -8%
MTC
4083
Matrix Trust Company
Colorado
$2.54M +$52.2K +280 +2%
WCM
4084
Wallace Capital Management
Texas
$2.53M -$83.9K -450 -4%
C1AG
4085
Client 1st Advisory Group
Florida
$2.53M -$169K -904 -7%
RIA
4086
Richwood Investment Advisors
Ohio
$2.52M +$27K +145 +1%
SPIO
4087
Seven Post Investment Office
California
$2.52M +$559 +3 +0%
PWA
4088
Peterson Wealth Advisors
Utah
$2.52M +$172K +925 +8%
TWP
4089
Triad Wealth Partners
Kansas
$2.52M +$729K +3,908 +49%
RWM
4090
Raffa Wealth Management
District of Columbia
$2.51M +$31.1K +167 +1%
WAM
4091
Weinberger Asset Management
California
$2.51M +$477K +2,560 +27%
RCIM
4092
Red Cedar Investment Management
Michigan
$2.51M – – –
PCM
4093
Palouse Capital Management
Washington
$2.51M -$234K -1,255 -10%
PWM
4094
Prentice Wealth Management
New York
$2.5M -$558K -2,992 -20%
CPA
4095
Clear Point Advisors
New York
$2.49M -$4.48K -24 -0.2%
DWA
4096
Delos Wealth Advisors
Texas
$2.49M +$644K +3,453 +41%
EWM
4097
Evergreen Wealth Management
Michigan
$2.49M – – –
BWM
4098
Blossom Wealth Management
California
$2.49M -$1.12K -6 -0.1%
FS
4099
Financial Symmetry
North Carolina
$2.48M +$11.6K +62 +0.5%
MAA
4100
Mraz Amerine & Associates
California
$2.48M -$131K -704 -6%
162 163
164
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