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Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1401
Willis Johnson & Associates
Texas
$290K -$27.8K -162 -8%
OIC
1402
Orion Investment Company
Missouri
$289K -$8.57K -50 -3%
PPW
1403
Pasadena Private Wealth
California
$288K – – –
SQA
1404
Simon Quick Advisors
New Jersey
$288K -$56.4K -329 -15%
KAS
1405
KPP Advisory Services
Kentucky
$288K +$25.9K +151 +9%
B
1406
Bensler
Washington
$287K – – –
BFA
1407
Bill Few Associates
Pennsylvania
$287K -$41.2K -240 -11%
ML
1408
McAdam LLC
Pennsylvania
$286K +$1.03K +6 +0.3%
TWM
1409
TCFG Wealth Management
California
$286K +$323K +1,883 New
LW
1410
Linscomb Wealth
Texas
$286K -$8.57K -50 -3%
PWM
1411
PBMares Wealth Management
Virginia
$286K – – –
FNFDCM
1412
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$285K -$26.6K -155 -8%
QCIG
1413
Quad-Cities Investment Group
Iowa
$285K – – –
NCMW
1414
Northern Capital Management (Washington)
Washington
$285K -$38.2K -223 -11%
SMA
1415
Sage Mountain Advisors
Georgia
$285K -$19.2K -112 -6%
SFS
1416
Sharp Financial Services
Pennsylvania
$284K -$62.6K -365 -16%
MWM
1417
Mattern Wealth Management
Kansas
$284K -$461K -2,690 -59%
CAM
1418
Cidel Asset Management
Ontario, Canada
$283K -$16.6K -97 -5%
OFS
1419
OneAscent Financial Services
Alabama
$282K -$279K -1,630 -47%
PFP
1420
Paragon Financial Partners
California
$282K – – –
OSNBOA
1421
Old Second National Bank of Aurora
Illinois
$281K -$24.9K -145 -7%
MPPW
1422
Mitchell & Pahl Private Wealth
Oklahoma
$281K +$317K +1,849 New
WCA
1423
Westover Capital Advisors
Delaware
$281K -$11.7K -68 -4%
KHCM
1424
Kirtland Hills Capital Management
Ohio
$280K +$315K +1,839 New
SAW
1425
Signal Advisors Wealth
Michigan
$279K +$315K +1,837 New
55 56
57
58 59