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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2101
Delta Asset Management
Tennessee
$239K – – –
BEAM
2102
Baker Ellis Asset Management
Washington
$239K – – –
AAS
2103
Annex Advisory Services
Wisconsin
$239K +$58.1K +361 +32%
SLC
2104
Second Line Capital
Louisiana
$239K -$28K -174 -11%
DA
2105
Detalus Advisors
Missouri
$238K -$26.1K -162 -10%
SWIG
2106
Strategic Wealth Investment Group
Kentucky
$238K +$243K +1,511 New
WPW
2107
Warther Private Wealth
Ohio
$238K +$43.1K +268 +22%
AWG
2108
Altus Wealth Group
Colorado
$237K +$12.5K +78 +6%
HTC
2109
Haverford Trust Company
Pennsylvania
$236K +$234K +1,457 New
HAFS
2110
Hapanowicz & Associates Financial Services
Pennsylvania
$236K +$234K +1,456 New
PGIM
2111
Pacific Global Investment Management
California
$236K -$10.9K -68 -4%
GWM
2112
Greenwich Wealth Management
Connecticut
$236K +$53.6K +333 +30%
COCM
2113
Charter Oak Capital Management
New Hampshire
$236K -$10.3K -64 -4%
DPW
2114
DiNuzzo Private Wealth
Pennsylvania
$236K +$1.61K +10 +0.7%
ZIC
2115
ZWJ Investment Counsel
Georgia
$235K -$66.9K -416 -22%
MCA
2116
Millennium Capital Advisors
Arkansas
$235K – – –
KSCM
2117
Kamunting Street Capital Management
Florida
$234K -$4.59M -28,557 -95%
OPA
2118
Old Port Advisors
Maine
$234K +$39.9K +248 +21%
WP
2119
Wealthspan Partners
Iowa
$233K +$19.5K +121 +9%
IC
2120
Iconiq Capital
California
$233K +$231K +1,436 New
FFA
2121
Florida Financial Advisors
Florida
$233K +$11.6K +72 +5%
RP
2122
Rice Partnership
Hawaii
$232K – – –
SWP
2123
Summit Wealth Partners
Florida
$231K +$229K +1,424 New
MW
2124
MBL Wealth
North Carolina
$230K -$9.01K -56 -4%
WPA
2125
West Paces Advisors
Georgia
$230K +$14.5K +90 +7%
83 84
85
86 87