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Name Holding Trade Value Shares
Change 		Change in
Stake
UOWF
2126
University of Wisconsin Foundation
Wisconsin
$17.8M +$6.99M +26,040 +66%
CRIG
2127
Charter Research & Investment Group
Connecticut
$17.8M -$403K -1,500 -2%
GWM
2128
Graybill Wealth Management
Illinois
$17.8M -$161K -599 -0.9%
CAS
2129
Coppell Advisory Solutions
Texas
$17.8M -$1.06M -3,966 -6%
PG
2130
Patten Group
Tennessee
$17.8M -$512K -1,908 -3%
WFI
2131
West Family Investments
California
$17.8M -$1.23M -4,566 -7%
PWM
2132
Palumbo Wealth Management
New York
$17.8M +$88.1K +328 +0.5%
RGC
2133
Roberts, Glore & Co
Illinois
$17.8M -$494K -1,840 -3%
CWP
2134
Concord Wealth Partners
Virginia
$17.8M +$165K +613 +0.9%
APW
2135
Austin Private Wealth
Texas
$17.7M -$728K -2,711 -4%
ATFA
2136
All Terrain Financial Advisors
Minnesota
$17.7M +$2.23M +8,304 +15%
CPWA
2137
Cerro Pacific Wealth Advisors
California
$17.7M -$366K -1,364 -2%
BRG
2138
Bay Rivers Group
Virginia
$17.7M +$317K +1,181 +2%
SWM
2139
SHP Wealth Management
Massachusetts
$17.7M +$17.5M +65,151 New
GSB
2140
Greenfield Savings Bank
Massachusetts
$17.7M -$249K -926 -1%
CIAS
2141
CFS Investment Advisory Services
New Jersey
$17.7M +$1.37M +5,114 +9%
CM
2142
Cercano Management
Washington
$17.6M -$4.46M -16,596 -20%
PW
2143
Pandora Wealth
Illinois
$17.6M +$119K +445 +0.7%
HA
2144
Hamel Associates
New Jersey
$17.6M -$2.03M -7,564 -10%
TAP
2145
TSG Advice Partners
Ohio
$17.6M +$17.4M +64,714 New
ACA
2146
Atlas Capital Advisors
Wyoming
$17.6M +$17.3M +64,611 New
HVP
2147
Hudson Value Partners
Florida
$17.5M -$550K -2,049 -3%
GIC
2148
Generali Investments CEE
Czech Republic
$17.5M +$328K +1,223 +2%
HBW
2149
Hazlett, Burt & Watson
West Virginia
$17.5M +$494K +1,842 +3%
KA
2150
Kercheville Advisors
Texas
$17.5M -$131K -489 -0.7%
84 85
86
87 88