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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
3201
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.64M -$50.7K -202 -1%
APW
3202
Allied Private Wealth
Florida
$4.64M +$4.78M +19,030 New
HA
3203
Harfst & Associates
Wyoming
$4.63M +$134K +534 +3%
PWA
3204
Pitcairn Wealth Advisors
Pennsylvania
$4.63M -$1.2M -4,770 -20%
BFO
3205
Biltmore Family Office
North Carolina
$4.63M +$53.7K +214 +1%
RA
3206
Rubicon Advisors
California
$4.63M +$12.3K +49 +0.3%
EWA
3207
Exit Wealth Advisors
Georgia
$4.63M +$200K +797 +4%
EWM
3208
Elmwood Wealth Management
California
$4.62M +$200K +795 +4%
KNW
3209
Kesler Norman & Wride
Utah
$4.62M +$75.3K +300 +2%
SMA
3210
Seven Mile Advisory
New Jersey
$4.61M -$586K -2,334 -11%
IIA
3211
Integral Investment Advisors
California
$4.61M -$709K -2,826 -13%
NWA
3212
New World Advisors
Massachusetts
$4.61M +$424K +1,689 +10%
RA
3213
Rockingstone Advisors
Massachusetts
$4.6M +$128K +508 +3%
CHJWM
3214
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.6M -$103K -412 -2%
SPF
3215
South Plains Financial
Texas
$4.6M -$89.9K -358 -2%
JCM
3216
Jacobsen Capital Management
Utah
$4.6M +$113K +452 +2%
CNBOF
3217
City National Bank of Florida
Florida
$4.6M +$1.04M +4,153 +27%
CG
3218
Clarus Group
Texas
$4.58M -$377K -1,503 -7%
EWA
3219
Etesian Wealth Advisors
Oregon
$4.58M -$278K -1,109 -5%
BCM
3220
Boltwood Capital Management
California
$4.56M +$187K +744 +4%
APA
3221
Astoria Portfolio Advisors
New York
$4.56M +$673K +2,683 +16%
AC
3222
Addison Capital
Pennsylvania
$4.56M +$128K +511 +3%
PRS
3223
Pinkerton Retirement Specialists
Idaho
$4.56M -$22.1K -88 -0.4%
WA
3224
WBH Advisory
Maryland
$4.56M +$206K +820 +4%
PCA
3225
Peddock Capital Advisors
Massachusetts
$4.55M +$66.8K +266 +1%
127 128
129
130 131