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Name Holding Trade Value Shares
Change 		Change in
Stake
AR
4226
Advisory Research
Illinois
$3M -$4.71M -20,856 -64%
SJL
4227
Shayne & Jacobs LLC
Tennessee
$3M +$226 +1 +0%
OTL
4228
Oak Thistle LLC
New York
$2.99M -$411K -1,820 -13%
RB
4229
Renasant Bank
Mississippi
$2.99M +$226 +1 +0%
DPW
4230
DiNuzzo Private Wealth
Pennsylvania
$2.99M -$63.5K -281 -2%
WF
4231
Warner Financial
Maryland
$2.99M – – –
PWA
4232
Portus Wealth Advisors
North Carolina
$2.98M +$2.65M +11,713 New
AWM
4233
Ariadne Wealth Management
California
$2.98M +$9.94K +44 +0.4%
B
4234
Birchbrook
Maine
$2.96M -$89.5K -396 -3%
BCA
4235
Bay Capital Advisors
Virginia
$2.96M -$26.9K -119 -1%
PWM
4236
PTM Wealth Management
United States
$2.96M -$78.8K -349 -3%
TF
4237
Tenon Financial
New Jersey
$2.96M – – –
MWM
4238
Momentous Wealth Management
Washington
$2.95M -$210K -929 -7%
FP
4239
Factorial Partners
New York
$2.95M – – –
SC
4240
Steph & Co
Wisconsin
$2.95M +$80.6K +357 +3%
4A
4241
4Wealth Advisors
Illinois
$2.95M +$129K +573 +5%
DWM
4242
Defined Wealth Management
Oregon
$2.95M -$2.03K -9 -0.1%
RWM
4243
Raffa Wealth Management
District of Columbia
$2.94M -$139K -616 -5%
SFPG
4244
Stonebridge Financial Planning Group
Florida
$2.93M -$265K -1,173 -9%
OPOWM
4245
One Plus One Wealth Management
Florida
$2.93M -$449K -1,987 -15%
BFAG
4246
Blackston Financial Advisory Group
Florida
$2.92M -$356K -1,576 -12%
PWM
4247
Penobscot Wealth Management
Maine
$2.92M -$129K -569 -5%
PWS
4248
Precision Wealth Strategies
Missouri
$2.91M -$65.7K -291 -2%
GWSA
4249
Global Wealth Strategies & Associates
Colorado
$2.9M -$81.8K -362 -3%
RA
4250
Riverstone Advisors
Texas
$2.9M -$348K -1,539 -12%
168 169
170
171 172