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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
1151
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.4M -$26.6K -75 -2%
RWB
1152
RMR Wealth Builders
New Jersey
$1.4M +$1.53M +4,309 New
ER
1153
Enlightenment Research
Florida
$1.4M +$920K +2,599 +153%
KFGK
1154
Keystone Financial Group (Kentucky)
Kentucky
$1.4M +$14.5K +41 +1%
PWAC
1155
Private Wealth Advisors (California)
California
$1.39M -$8.85K -25 -0.6%
LWM
1156
Loveless Wealth Management
Montana
$1.39M +$1.48M +4,180 New
MSA
1157
Marino Stram & Associates
Massachusetts
$1.39M -$133K -377 -8%
DT
1158
Diversified Trust
Tennessee
$1.38M +$921K +2,603 +160%
WEPOG
1159
Wealth Enhancement & Preservation of GA
Georgia
$1.38M +$1.5M +4,236 New
CFA
1160
Cahill Financial Advisors
Minnesota
$1.38M -$155K -439 -9%
BC
1161
Burleson & Co
California
$1.38M +$608K +1,718 +63%
LWP
1162
Legacy Wealth Planning
Nevada
$1.38M +$1.49M +4,221 New
S
1163
Seeyond
France
$1.37M -$103K -290 -6%
ACM
1164
Alpha Capital Management
Texas
$1.37M +$56.6K +160 +4%
CIC
1165
Chilton Investment Company
Connecticut
$1.37M -$69.7M -196,997 -98%
FCA
1166
FLC Capital Advisors
California
$1.37M +$94.2K +266 +7%
CIA
1167
Choate Investment Advisors
Massachusetts
$1.37M – – –
SFO
1168
Stokes Family Office
Louisiana
$1.36M +$1.49M +4,196 New
DI
1169
Diligent Investors
California
$1.35M +$170K +481 +13%
BOS
1170
Bingham Osborn & Scarborough
California
$1.35M +$1.06K +3 +0.1%
CFS
1171
CRA Financial Services
New Jersey
$1.35M +$180K +508 +14%
CHC
1172
City Holding Co
West Virginia
$1.35M -$51.7K -146 -3%
BRA
1173
Bender Robert & Associates
California
$1.34M -$60.2K -170 -4%
LRPA
1174
L. Roy Papp & Associates
Arizona
$1.34M – – –
FAM
1175
Formidable Asset Management
Ohio
$1.34M +$1.3M +3,683 +643%
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