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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
1101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$852K +$7.55K +40 +1%
CIAS
1102
Capital Investment Advisory Services
North Carolina
$849K -$1.7K -9 -0.2%
BAM
1103
Byrne Asset Management
New Jersey
$849K -$707K -3,745 Closed
WIM
1104
Waverton Investment Management
United Kingdom
$848K +$765K +4,050 New
FAM
1105
Formidable Asset Management
Ohio
$846K – – –
BCM
1106
Becker Capital Management
Oregon
$844K -$378 -2 -0%
CIA
1107
Cladis Investment Advisory
Montana
$843K -$2.83K -15 -0.4%
GDP
1108
Great Diamond Partners
Maine
$841K +$71.8K +380 +10%
BHBT
1109
Burke & Herbert Bank & Trust
Virginia
$840K -$567 -3 -0.1%
CHJWM
1110
Carlton Hofferkamp & Jenks Wealth Management
Texas
$840K -$10.6K -56 -1%
EA
1111
Everpar Advisors
Oklahoma
$840K -$72.9K -386 -9%
GWP
1112
Gateway Wealth Partners
Wisconsin
$839K +$2.08K +11 +0.3%
FPGT
1113
Financial Partners Group (Tennessee)
Tennessee
$839K -$143K -757 -16%
SACTSONJ
1114
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$838K – – –
WBC
1115
West Branch Capital
Massachusetts
$838K +$567K +3,000 +300%
BCV
1116
Banque Cantonale Vaudoise
Switzerland
$838K – – –
AFA
1117
Arlington Financial Advisors
California
$837K +$7.18K +38 +1%
MPWT
1118
MassMutual Private Wealth & Trust
Connecticut
$836K -$16.6K -88 -2%
GFG
1119
Goldstone Financial Group
Illinois
$835K +$423K +2,238 +137%
GFPC
1120
Global Financial Private Client
Florida
$835K +$26.6K +141 +4%
VNA
1121
Valley National Advisers
Pennsylvania
$834K +$426K +2,254 +130%
BBA
1122
BLB&B Advisors
Pennsylvania
$833K -$61.8K -327 -8%
PGWM
1123
Parisi Gray Wealth Management
New Jersey
$831K +$369K +1,955 +97%
JWA
1124
JFS Wealth Advisors
Pennsylvania
$827K -$87.1K -461 -10%
AWA
1125
Aaron Wealth Advisors
Illinois
$827K +$194K +1,025 +35%
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