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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2376
Seven Mile Advisory
New Jersey
$1.16M -$170K -415 -17%
RLH
2377
RD Lewis Holdings
Florida
$1.16M +$20.5K +50 +2%
RCA
2378
Runnymede Capital Advisors
Ohio
$1.16M – – –
DCM
2379
Donaldson Capital Management
Indiana
$1.16M +$17.6K +43 +2%
DBRC
2380
D.B. Root & Company
Pennsylvania
$1.16M +$117K +286 +17%
AAS
2381
Annex Advisory Services
Wisconsin
$1.16M +$180K +439 +28%
NAMNJ
2382
NorthStar Asset Management (New Jersey)
New Jersey
$1.15M +$3.28K +8 +0.4%
MP
2383
McDonald Partners
Ohio
$1.15M +$105K +257 +15%
RWA
2384
Rooted Wealth Advisors
Illinois
$1.15M -$344K -838 -30%
FWCM
2385
Ferguson Wellman Capital Management
Oregon
$1.15M +$75.8K +185 +10%
HFO
2386
Heritage Family Offices
Arizona
$1.15M +$297K +724 +57%
PEWA
2387
Pacific Excel Wealth Advisors
California
$1.15M +$813K +1,984 New
MWM
2388
Mattern Wealth Management
Kansas
$1.15M – – –
FOA
2389
Five Oceans Advisors
California
$1.15M +$3.28K +8 +0.4%
HIMC
2390
Heritage Investors Management Corp
Maryland
$1.15M -$4.1K -10 -0.5%
SPWG
2391
Sage Private Wealth Group
Illinois
$1.15M -$33.2K -81 -4%
MPPHD
2392
Maloon Powers Pitre Higgins & Dennehy
California
$1.14M +$808K +1,971 New
GA
2393
Greenspring Advisors
Maryland
$1.14M +$77.1K +188 +11%
BWM
2394
Braeburn Wealth Management
Michigan
$1.14M +$805K +1,964 New
AWM
2395
Ameliora Wealth Management
Switzerland
$1.14M – – –
MWA
2396
Motive Wealth Advisors
Michigan
$1.14M -$21.7K -53 -3%
CPWM
2397
Cypress Point Wealth Management
Texas
$1.14M -$54.5K -133 -6%
MO
2398
McMillan Office
Michigan
$1.14M – – –
WSWA
2399
Warren Street Wealth Advisors
California
$1.13M +$7.79K +19 +1%
TAM
2400
Townsend Asset Management
North Carolina
$1.13M -$10.3K -25 -1%
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