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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2476
FFT Wealth Management
Pennsylvania
$647K +$620K +7,000 New
PCTC
2477
Perkins Coie Trust Company
Washington
$645K – – –
CI
2478
CX Institutional
Indiana
$643K -$8.85K -100 -1%
HFP
2479
Holistic Financial Partners
Indiana
$643K +$37.2K +420 +6%
SAM
2480
Secure Asset Management
Michigan
$639K +$612K +6,920 New
SAM
2481
Symphony Asset Management
California
$634K +$278K +3,140 +84%
PFA
2482
Professional Financial Advisors
Nebraska
$634K +$607K +6,860 New
CI
2483
Chartist Inc
California
$634K -$120K -1,360 -17%
MWA
2484
MFA Wealth Advisors
Pennsylvania
$633K +$1.77K +20 +0.3%
AFM
2485
Andesa Financial Management
Pennsylvania
$630K +$14.2K +160 +2%
SIM
2486
Sadoff Investment Management
Wisconsin
$623K +$26.6K +300 +5%
EFL
2487
ERn Financial LLC
Wisconsin
$621K +$23K +260 +4%
TFA
2488
Tobias Financial Advisors
Florida
$617K +$591K +6,680 New
I
2489
INVST
Indiana
$613K -$53.1K -600 -8%
RFM
2490
Royal Fund Management
Florida
$613K +$63.7K +720 +12%
ACP
2491
Aveo Capital Partners
Colorado
$613K +$65.5K +740 +13%
SFS
2492
Strategic Financial Services
New York
$610K -$24.8K -280 -4%
TPW
2493
Tiller Private Wealth
Pennsylvania
$610K +$5.31K +60 +0.9%
V
2494
VeraBank
Texas
$610K +$30.1K +340 +5%
JSAM
2495
J. Safra Asset Management
New York
$609K +$584K +6,600 New
ICM
2496
Islay Capital Management
Texas
$608K +$582K +6,580 New
WPA
2497
West Paces Advisors
Georgia
$606K – – –
EF
2498
Exeter Financial
Arizona
$606K – – –
GI
2499
Glovista Investments
New Jersey
$604K +$579K +6,540 New
DOA
2500
D'Orazio & Associates
Virginia
$602K – – –
98 99
100
101 102