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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1776
BFSG LLC
California
$20.6M -$1.61M -8,627 -8%
HA
1777
Herold Advisors
New York
$20.6M +$264K +1,415 +1%
LIM
1778
Lathrop Investment Management
Arkansas
$20.5M -$287K -1,538 -2%
APWA
1779
Atlas Private Wealth Advisors
New Jersey
$20.5M +$8.98M +48,161 +98%
PWS
1780
Peterson Wealth Services
Utah
$20.5M +$210K +1,126 +1%
AAA
1781
Adams Asset Advisors
Texas
$20.5M – – –
AFM
1782
Armstrong Fleming & Moore
District of Columbia
$20.5M -$274K -1,467 -1%
NCM
1783
Nelson Capital Management
California
$20.4M +$1.2M +6,460 +7%
PCMK
1784
Paragon Capital Management (Kansas)
Kansas
$20.4M +$8.39K +45 +0%
JEST
1785
JTC Employer Solutions Trustee
Jersey
$20.4M -$963K -5,166 -5%
MWAM
1786
Manhattan West Asset Management
California
$20.4M -$2.15M -11,505 -11%
CYG
1787
Clean Yield Group
Vermont
$20.3M +$2M +10,713 +12%
PCS
1788
Personal CFO Solutions
New Jersey
$20.3M +$1.93M +10,371 +12%
NL
1789
Navalign LLC
California
$20.3M -$1.78M -9,549 -9%
HWM
1790
HFR Wealth Management
New York
$20.3M -$118K -631 -0.7%
BCA
1791
Bay Colony Advisors
Massachusetts
$20.3M +$73.5K +394 +0.4%
CCWA
1792
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.2M +$581K +3,117 +3%
TGCMU
1793
Titan Global Capital Management USA
New York
$20.1M -$288K -1,545 -2%
FSC
1794
Full Sail Capital
Oklahoma
$20.1M -$75K -402 -0.4%
AFA
1795
Arlington Financial Advisors
California
$20.1M -$3.95M -21,186 -18%
CPA
1796
Capital Planning Advisors
California
$20.1M -$613K -3,285 -3%
CWA
1797
Canvas Wealth Advisors
Kansas
$20.1M -$227K -1,219 -1%
WRPWM
1798
Werba Rubin Papier Wealth Management
California
$20.1M -$1.02M -5,457 -5%
UAM
1799
UAS Asset Management
New York
$20M -$229K -1,227 -1%
SCM
1800
Stonebridge Capital Management
California
$20M -$1.86K -10 -0%
70 71
72
73 74