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Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
4176
KEB Asset Management
Illinois
$3.46M -$454K -1,927 -12%
MSWM
4177
Mowery & Schoenfeld Wealth Management
Illinois
$3.46M +$136K +578 +4%
FAM
4178
Fenimore Asset Management
New York
$3.45M +$55.6K +236 +2%
WCM
4179
Weik Capital Management
Pennsylvania
$3.45M – – –
MPWS
4180
McCarter Private Wealth Services
Massachusetts
$3.45M +$288K +1,221 +10%
SWM
4181
SFG Wealth Management
Maryland
$3.43M -$4.24K -18 -0.1%
UWP
4182
Uniting Wealth Partners
Kansas
$3.43M +$3.23M +13,702 New
CWM
4183
CCG Wealth Management
California
$3.43M -$9.66K -41 -0.3%
AR
4184
Apeiron RIA
Texas
$3.43M -$136K -578 -4%
DCM
4185
Driehaus Capital Management
Illinois
$3.42M -$2.03M -8,628 -39%
OPOWM
4186
One Plus One Wealth Management
Florida
$3.41M -$153K -651 -5%
XSC
4187
X-Square Capital
Puerto Rico
$3.41M -$707 -3 -0%
KWA
4188
Kellett Wealth Advisors
Ohio
$3.41M +$57K +242 +2%
CG
4189
Carmignac Gestion
France
$3.41M +$1.79M +7,614 +127%
AWA
4190
Authentikos Wealth Advisory
California
$3.41M +$864K +3,668 +37%
LWM
4191
Latko Wealth Management
Illinois
$3.4M +$8.72K +37 +0.3%
TSW
4192
Three Seasons Wealth
Utah
$3.4M -$17.4K -74 -0.5%
HIC
4193
Harvey Investment Company
Kentucky
$3.39M – – –
PFA
4194
Professional Financial Advisors
Nebraska
$3.39M -$96.9K -411 -3%
GFG
4195
Grantvest Financial Group
New Jersey
$3.37M +$3.17M +13,459 New
AWF
4196
Alpha Wealth Funds
Utah
$3.37M +$3.17M +13,441 New
BCM
4197
Brasada Capital Management
Texas
$3.36M -$424K -1,801 -11%
AWM
4198
Adams Wealth Management
Utah
$3.35M +$239K +1,014 +8%
CI
4199
CacheTech Inc
Utah
$3.35M +$239K +1,014 +8%
TBWA
4200
Three Bridge Wealth Advisors
California
$3.35M +$162K +689 +5%
166 167
168
169 170