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Name Holding Trade Value Shares
Change 		Change in
Stake
RB
3476
Renasant Bank
Mississippi
$1.69M +$69.6K +417 +5%
FRA
3477
Frank Rimerman Advisors
California
$1.69M – – –
MGIA
3478
Matthew Goff Investment Advisor
Texas
$1.69M +$8.51K +51 +0.5%
MWM
3479
MinichMacGregor Wealth Management
New York
$1.69M +$3.34K +20 +0.2%
DFA
3480
Davies Financial Advisors
California
$1.68M +$1.55M +9,313 New
PCI
3481
Planning Center Inc
Illinois
$1.68M +$6.18K +37 +0.4%
CP
3482
Camelot Portfolios
Ohio
$1.68M -$429K -2,570 -22%
CFO
3483
Collective Family Office
Pennsylvania
$1.67M +$137K +819 +10%
SWM
3484
Soundmark Wealth Management
Washington
$1.67M -$30.9K -185 -2%
DWAM
3485
Duncan Williams Asset Management
Tennessee
$1.67M +$1.55M +9,258 New
SAM
3486
Satovsky Asset Management
New York
$1.67M -$63.4K -380 -4%
WGCA
3487
Wolf Group Capital Advisors
Virginia
$1.67M – – –
SF
3488
Safeguard Financial
Wisconsin
$1.66M +$1.19M +7,126 +340%
GC
3489
Gould Capital
Washington
$1.66M -$296K -1,771 -16%
AWC
3490
Adamsbrown Wealth Consultants
Kansas
$1.66M +$6.84K +41 +0.4%
CCM
3491
Carlson Capital Management
Minnesota
$1.66M -$2.17M -12,988 -59%
BCG
3492
BayBridge Capital Group
California
$1.66M -$82.3K -493 -5%
HWM
3493
Howard Wealth Management
Connecticut
$1.66M +$13.2K +79 +0.9%
NCM
3494
New Capital Management
Texas
$1.65M – – –
LFS
3495
Legacy Financial Strategies
Kansas
$1.65M +$93.6K +561 +7%
WFA
3496
WestHill Financial Advisors
California
$1.65M -$426K -2,553 -22%
RFS
3497
Richardson Financial Services
Massachusetts
$1.65M +$145K +869 +11%
WW
3498
Westshore Wealth
California
$1.65M +$38.9K +233 +3%
SLG
3499
Stanley-Laman Group
Pennsylvania
$1.64M -$90.1K -540 -6%
CCA
3500
Cottonwood Capital Advisors
Utah
$1.64M -$122K -730 -8%
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