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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
1651
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$426K +$466K +10,864 New
PWS
1652
Precision Wealth Strategies
Missouri
$425K +$21.3K +497 +5%
PPP
1653
Private Portfolio Partners
New Jersey
$424K +$7.59K +177 +2%
PFWA
1654
Paces Ferry Wealth Advisors
Georgia
$424K +$108K +2,526 +30%
KWM
1655
KerberRose Wealth Management
Wisconsin
$424K +$463K +10,798 New
MWPCG
1656
Measured Wealth Private Client Group
New Hampshire
$423K -$39.9K -930 -8%
CIAS
1657
Capital Investment Advisory Services
North Carolina
$423K +$10.5K +244 +2%
BWM
1658
Biltmore Wealth Management
Arizona
$420K -$214 -5 -0%
NAS
1659
Nicolet Advisory Services
Wisconsin
$420K +$12.3K +287 +3%
C
1660
Certuity
Florida
$420K +$222K +5,169 +93%
BWM
1661
BerganKDV Wealth Management
Minnesota
$419K -$21.7K -507 -5%
SCA
1662
Stonebridge Capital Advisors
Minnesota
$419K -$1.97K -46 -0.4%
TFCP
1663
Twin Focus Capital Partners
Massachusetts
$419K +$61.7K +1,439 +16%
SIM
1664
SSI Investment Management
California
$418K – – –
EIP
1665
Ellis Investment Partners
Pennsylvania
$416K +$1.8K +42 +0.4%
CNB
1666
Camden National Bank
Maine
$415K -$42.8K -999 -9%
VIM
1667
Vista Investment Management
Pennsylvania
$414K +$23.8K +556 +6%
WA
1668
Waverly Advisors
Alabama
$413K +$37.6K +877 +9%
CP
1669
Corbenic Partners
Pennsylvania
$408K – – –
GFS
1670
GYL Financial Synergies
Connecticut
$407K -$84.9K -1,979 -16%
MSR
1671
Main Street Research
Connecticut
$407K -$5.49K -128 -1%
CPIG
1672
Chicago Partners Investment Group
Illinois
$407K +$58.9K +1,374 +15%
DBG
1673
De Burlo Group
Massachusetts
$407K +$442K +10,304 +15,153%
JIP
1674
Jaffetilchin Investment Partners
Florida
$405K – – –
WW
1675
Westshore Wealth
California
$405K +$443K +10,327 New
65 66
67
68 69