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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1701
Court Place Advisors
Maryland
$293K – – –
AI
1702
Arrien Investments
Idaho
$293K -$167K -763 -33%
AAS
1703
Annex Advisory Services
Wisconsin
$293K +$4.81K +22 +1%
NB
1704
Northwest Bancshares
Pennsylvania
$291K -$19.3K -88 -5%
TLP
1705
Trinity Legacy Partners
Texas
$291K -$124K -565 -27%
GA
1706
GSG Advisors
New Jersey
$290K +$331K +1,512 New
CWR
1707
Chico Wealth RIA
California
$289K +$330K +1,508 New
I2I
1708
Insight 2811 Inc
Illinois
$289K +$5.47K +25 +2%
BFA
1709
Buttonwood Financial Advisors
Maryland
$289K – – –
GLLW
1710
Graves Light Lenhart Wealth
Virginia
$288K – – –
QP
1711
Quilter Plc
United Kingdom
$288K -$29.8K -136 -32%
PI
1712
Pettee Investors
Connecticut
$288K – – –
BOSSRA
1713
B.O.S.S. Retirement Advisors
Utah
$287K +$69.1K +316 +27%
AL
1714
Aspiriant LLC
California
$286K +$19K +87 +6%
SWP
1715
Strategic Wealth Partners
Ohio
$285K +$10.9K +50 +3%
TIA
1716
Traphagen Investment Advisors
New Jersey
$284K +$26K +119 +9%
SCG
1717
Sonata Capital Group
Washington
$283K +$32.8K +150 +11%
AIIMS
1718
Analyst IMS Investment Management Services
Israel
$283K +$61.7K +282 +23%
FNBOO
1719
First National Bank of Omaha
Nebraska
$280K -$3.94K -18 -1%
SWIM
1720
Smallwood Wealth Investment Management
New Jersey
$280K +$43.8K +200 +16%
SMA
1721
Sage Mountain Advisors
Georgia
$280K +$3.28K +15 +1%
OL
1722
Optas LLC
Texas
$280K +$96.7K +442 +43%
HCM
1723
Hollencrest Capital Management
California
$279K +$254K +1,160 +396%
ZB
1724
Zions Bancorporation
Utah
$278K -$8.97K -41 -3%
DAM
1725
Deltec Asset Management
New York
$278K -$43.8K -200 -12%
67 68
69
70 71