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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1351
Muirfield Wealth Advisors
North Carolina
$261K +$2.84K +110 +1%
AW
1352
Alteri Wealth
California
$260K -$50.9K -1,974 -16%
PP
1353
Patron Partners
Texas
$260K -$33.9K -1,313 -11%
LC
1354
LCNB Corp
Ohio
$260K -$51.2K -1,985 -16%
IWAO
1355
Independence Wealth Advisors (Ohio)
Ohio
$260K +$46.2K +1,789 +20%
SW
1356
SteelPeak Wealth
California
$259K +$273K +10,560 New
EWM
1357
Evermay Wealth Management
Virginia
$259K -$22.3K -864 -8%
TBA
1358
Tower Bridge Advisors
Pennsylvania
$258K -$71.6K -2,774 -21%
BEAM
1359
Baker Ellis Asset Management
Washington
$258K +$12.9K +500 +5%
LW
1360
Linscomb Wealth
Texas
$258K -$47.1K -1,827 -15%
SB
1361
Strategic Blueprint
Georgia
$256K -$3.9K -151 -1%
MW
1362
Maia Wealth
Colorado
$256K -$38K -1,471 -12%
PFA
1363
Pure Financial Advisors
California
$256K -$30.5K -1,181 -10%
BDL
1364
Banque de Luxembourg
Luxembourg
$255K – – –
VCM
1365
Virtue Capital Management
Tennessee
$255K -$16.2K -627 -6%
CA
1366
CoreCap Advisors
Michigan
$254K -$11.1K -431 -4%
FFA
1367
First Foundation Advisors
California
$253K -$7.17K -278 -3%
BSTWA
1368
Blake Schutter Theil Wealth Advisors
Ohio
$250K -$48.6K -1,882 -16%
CLA
1369
Carnegie Lake Advisors
New Jersey
$250K -$7.74K -300 -3%
BC
1370
Brio Consultants
California
$250K -$16.2K -629 -6%
MAG
1371
MRA Advisory Group
New Jersey
$250K – – –
AP
1372
Americana Partners
Texas
$249K -$116K -4,482 -31%
SWA
1373
Strategies Wealth Advisors
Michigan
$248K +$261K +10,111 New
TPA
1374
Trivium Point Advisory
Connecticut
$247K +$259K +10,052 New
EB
1375
Eastern Bank
Massachusetts
$247K -$23.2K -900 -8%
53 54
55
56 57