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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1651
Clarus Wealth Advisors
Arizona
$326K – – –
SW
1652
StrongBox Wealth
Missouri
$326K +$122K +576 +55%
MAA
1653
Matrix Asset Advisors
New York
$325K -$2.75K -13 -0.8%
RTC
1654
Riverview Trust Company
Washington
$325K – – –
RW
1655
RVW Wealth
California
$324K +$143K +676 +73%
MCC
1656
Money Concepts Capital
Florida
$324K +$340K +1,609 New
KPW
1657
Kore Private Wealth
New York
$323K -$43.7K -207 -11%
UAML
1658
US Asset Management LLC
Pennsylvania
$323K -$423 -2 -0.1%
HAC
1659
Harbor Advisory Corp
New Hampshire
$323K – – –
SBL
1660
Sargent Bickham Lagudis
Colorado
$322K – – –
IFO
1661
Independent Family Office
New York
$322K +$42.3K +200 +14%
BAS
1662
Brown Advisory Securities
Maryland
$321K -$299K -1,415 -47%
BAM
1663
Bellevue Asset Management
Washington
$321K – – –
ACA
1664
Aptus Capital Advisors
Alabama
$320K -$9.72K -46 -3%
AF
1665
Aldebaran Financial
$319K – – –
SIM
1666
Sadoff Investment Management
Wisconsin
$319K +$7.82K +37 +2%
ML
1667
McAdam LLC
Pennsylvania
$318K -$33K -156 -9%
FEM
1668
Fulcrum Equity Management
Texas
$318K -$11.6K -55 -3%
BEW
1669
Burton Enright Welch
California
$318K +$333K +1,578 New
STB
1670
S&T Bank
Pennsylvania
$317K – – –
WW
1671
Waterfront Wealth
Kansas
$317K +$1.48K +7 +0.4%
SC
1672
Schulhoff & Co
Ohio
$316K – – –
BFA
1673
Buttonwood Financial Advisors
Maryland
$316K +$331K +1,568 New
SEIA
1674
Signature Estate & Investment Advisors
California
$315K -$5.49K -26 -2%
DPI
1675
Diversified Portfolios Inc
Michigan
$314K +$5.07K +24 +2%
65 66
67
68 69