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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2326
Satovsky Asset Management
New York
$10M -$3.16K -20 -0%
AWA
2327
Amplius Wealth Advisors
Pennsylvania
$10M +$8.91M +56,371 New
BAM
2328
Banta Asset Management
California
$10M -$2.39M -15,127 -21%
AIA
2329
Arbor Investment Advisors
North Carolina
$10M -$1.42K -9 -0%
FBFS
2330
First Business Financial Services
Wisconsin
$9.98M +$355K +2,246 +4%
AF
2331
Affiance Financial
Minnesota
$9.95M +$281K +1,778 +3%
CWM
2332
Chesapeake Wealth Management
Virginia
$9.93M +$13.9K +88 +0.2%
MIM
2333
MTM Investment Management
South Carolina
$9.93M -$317K -2,005 -3%
CI
2334
CX Institutional
Indiana
$9.91M -$17.2K -109 -0.2%
TLP
2335
Trinity Legacy Partners
Texas
$9.91M +$267K +1,691 +3%
SFS
2336
Solitude Financial Services
Virginia
$9.9M -$1.16M -7,317 -12%
STC
2337
Sarah T. Connolly
$9.88M +$2.9M +18,321 +49%
CST
2338
Charles Schwab Trust
Nevada
$9.88M +$1.31M +8,264 +17%
NL
2339
NKCFO LLC
Illinois
$9.87M – – –
CPSC
2340
Carl P. Sherr & Co
Massachusetts
$9.87M +$8.78M +55,553 New
SWM
2341
Silverlake Wealth Management
Vermont
$9.83M +$8.75M +55,364 New
MGWM
2342
Marks Group Wealth Management
Minnesota
$9.83M +$108K +682 +1%
CPA
2343
Capital Performance Advisors
California
$9.82M +$9.75M +61,680 New
SWM
2344
Scissortail Wealth Management
Oklahoma
$9.82M +$8.74M +55,302 New
AGP
2345
Autumn Glory Partners
Texas
$9.82M +$8.74M +55,276 New
SCM
2346
Stevens Capital Management
Pennsylvania
$9.81M +$6.67M +42,179 +322%
TIM
2347
Tortoise Investment Management
New York
$9.81M -$490K -3,100 -5%
RZH
2348
Relyea Zuckerberg Hanson
Connecticut
$9.8M +$2.09M +13,221 +28%
SIM
2349
Studio Investment Management
Illinois
$9.8M -$1.22M -7,730 -12%
VWM
2350
Vigilare Wealth Management
Arizona
$9.76M -$14.9K -94 -0.2%
92 93
94
95 96