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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2076
Independent Solutions Wealth Management
New York
$12.7M -$112K -643 -1%
DWM
2077
Darwin Wealth Management
Florida
$12.7M +$818K +4,692 +7%
TCM
2078
Towercrest Capital Management
Pennsylvania
$12.7M +$108K +622 +1%
NNPTE
2079
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$12.7M -$13.4M -76,960 -54%
SCM
2080
Spring Capital Management
Texas
$12.7M -$233K -1,340 -2%
PK
2081
Pflug Koory
Nebraska
$12.6M -$121K -693 -1%
MIM
2082
Montgomery Investment Management
Maryland
$12.6M -$34.9K -200 -0.3%
V
2083
VeraBank
Texas
$12.6M -$285K -1,637 -2%
FWM
2084
Finer Wealth Management
Massachusetts
$12.6M +$138K +790 +1%
CBA
2085
Coastal Bridge Advisors
Connecticut
$12.6M +$17.9K +103 +0.2%
BBNB
2086
Baker Boyer National Bank
Washington
$12.6M -$618K -3,546 -5%
AAP
2087
Arax Advisory Partners
Colorado
$12.6M -$53K -304 -0.5%
SIS
2088
Sound Income Strategies
Florida
$12.6M +$845K +4,852 +8%
SFS
2089
Summit Financial Strategies
Ohio
$12.6M +$128K +732 +1%
ATFA
2090
All Terrain Financial Advisors
Minnesota
$12.6M -$462K -2,652 -4%
BCA
2091
Bray Capital Advisors
Florida
$12.6M -$416K -2,387 -4%
PCA
2092
Providence Capital Advisors
North Carolina
$12.6M -$5.19M -29,811 -32%
TIP
2093
Torray Investment Partners
Maryland
$12.5M -$1.14M -6,542 -9%
WCWM
2094
Willow Creek Wealth Management
California
$12.5M +$790K +4,531 +8%
AFT
2095
Alpha Family Trust
California
$12.5M -$11.3K -65 -0.1%
CIA
2096
Cladis Investment Advisory
Montana
$12.5M -$149K -857 -1%
WDG
2097
Wealth Dimensions Group
Ohio
$12.5M -$84.2K -483 -0.7%
BBWA
2098
Bell & Brown Wealth Advisors
California
$12.4M +$193K +1,105 +2%
LAIC
2099
Lederer & Associates Investment Counsel
California
$12.4M -$1.04M -5,968 -9%
BWM
2100
Baystate Wealth Management
Massachusetts
$12.4M +$51.8K +297 +0.5%
82 83
84
85 86