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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1551
Synergy Asset Management
Washington
$20.2M +$1.17M +6,973 +6%
SWIG
1552
Strategic Wealth Investment Group
Kentucky
$20.2M +$1.64M +9,737 +9%
BOPW
1553
Brandywine Oak Private Wealth
Pennsylvania
$20.2M +$149K +889 +0.8%
OHIS
1554
Oak Harvest Investment Services
Texas
$20.2M +$1.33M +7,913 +7%
PAM
1555
Premier Asset Management
Illinois
$20.2M -$13.7M -81,378 -41%
CGA
1556
Crescent Grove Advisors
Illinois
$20.2M -$489K -2,905 -2%
NAMM
1557
NorthStar Asset Management (Massachusetts)
Massachusetts
$20.2M -$394K -2,340 -2%
MP
1558
McDonald Partners
Ohio
$20.2M +$19.4M +115,491 +607,847%
CPIA
1559
Cornell Pochily Investment Advisors
New York
$20.2M -$2.24M -13,315 -10%
9WM
1560
9258 Wealth Management
Ohio
$20.1M -$165K -982 -0.8%
CCMW
1561
Cypress Capital Management (Wyoming)
Wyoming
$20.1M -$118K -699 -0.6%
RPWA
1562
Regent Peak Wealth Advisors
Georgia
$20.1M +$400K +2,381 +2%
EIM
1563
Essex Investment Management
Massachusetts
$20.1M -$446K -2,650 -2%
CL
1564
Choreo LLC
Illinois
$20.1M -$16.1K -96 -0.1%
SW
1565
SkyOak Wealth
Michigan
$20M -$304K -1,807 -2%
MWM
1566
Marietta Wealth Management
Georgia
$20M -$130K -771 -0.7%
RWP
1567
Ridgecrest Wealth Partners
California
$20M +$457K +2,717 +2%
CFG
1568
Cooper Financial Group
California
$20M +$423K +2,516 +2%
BONH
1569
Bank of New Hampshire
New Hampshire
$20M -$310K -1,842 -2%
PCMK
1570
Paragon Capital Management (Kansas)
Kansas
$20M +$364K +2,162 +2%
FPCP
1571
Fort Point Capital Partners
California
$20M +$5.59M +33,221 +41%
BFA
1572
Benedict Financial Advisors
Georgia
$19.9M -$660K -3,923 -3%
SC
1573
Searle & Co
Connecticut
$19.9M -$75.7K -450 -0.4%
AGAM
1574
Avalon Global Asset Management
California
$19.9M -$706K -4,200 -4%
RTS
1575
Round Table Services
New Jersey
$19.9M -$465K -2,767 -2%
61 62
63
64 65