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Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
801
Pavion Blue Capital
California
$2.03M +$117 +1 +0%
JPWM
802
Jamison Private Wealth Management
Georgia
$2.02M -$23.9K -204 -1%
LWM
803
Lodestone Wealth Management
Washington
$2.01M -$318K -2,714 -14%
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$2M -$109K -933 -5%
MMA
805
Miracle Mile Advisors
California
$1.98M -$1.9M -16,240 -49%
BW
806
Basepoint Wealth
Iowa
$1.96M -$115K -983 -5%
NIM
807
NEOS Investment Management
Connecticut
$1.96M +$493K +4,212 +33%
HCM
808
Huber Capital Management
California
$1.96M +$199K +1,700 +11%
RIA
809
Recurrent Investment Advisors
Texas
$1.96M -$217K -1,856 -10%
HCA
810
Heck Capital Advisors
Wisconsin
$1.95M -$74.1K -633 -4%
KWA
811
Kingswood Wealth Advisors
California
$1.95M -$329K -2,812 -14%
UA
812
Unison Advisors
District of Columbia
$1.94M +$1.96M +16,750 New
SWM
813
Spire Wealth Management
Virginia
$1.94M +$12.1K +103 +0.6%
PFPT
814
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.93M -$297K -2,542 -13%
RIA
815
Regal Investment Advisors
Michigan
$1.93M +$16.5K +141 +0.9%
SI
816
SCP Investment
California
$1.93M +$409K +3,500 +27%
HSA
817
HBK Sorce Advisory
Pennsylvania
$1.92M +$6.55K +56 +0.3%
MAA
818
Mraz Amerine & Associates
California
$1.89M -$83.6K -715 -4%
TCOV
819
Trust Company of Vermont
Vermont
$1.88M -$92K -786 -5%
SC
820
Searle & Co
Connecticut
$1.88M +$520K +4,448 +38%
PS
821
Principal Securities
Iowa
$1.87M +$1.89M +16,146 New
AW
822
Alaethes Wealth
Nevada
$1.87M +$37.9K +324 +2%
BB
823
Busey Bank
Illinois
$1.86M +$268K +2,293 +17%
AWA
824
Arete Wealth Advisors
Illinois
$1.86M -$43.8K -374 -2%
GFA
825
Gifford Fong Associates
California
$1.86M – – –
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