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Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
1826
Arbor Trust Wealth Advisors
Michigan
$356K +$30.5K +275 +11%
WCM
1827
Wedge Capital Management
North Carolina
$356K +$13.7K +124 +5%
NDSI
1828
Newman Dignan & Sheerar Inc
Rhode Island
$355K +$14.4K +130 +5%
ABWM
1829
Alpine Bank Wealth Management
Colorado
$354K +$52.5K +474 +21%
HBT
1830
Hills Bank & Trust
Iowa
$354K – – –
TSW
1831
Thompson Siegel & Walmsley
Virginia
$354K -$11.1K -100 -4%
CPSAC
1832
Chas P. Smith & Associates (CPS)
Florida
$353K -$55.4K -500 -16%
IHL
1833
Investment House LLC
California
$353K – – –
CA
1834
Capital Advantage
California
$353K – – –
EAM
1835
Evanson Asset Management
California
$352K – – –
FWA
1836
FSM Wealth Advisors
Ohio
$352K +$13.2K +119 +5%
SAA
1837
Southeast Asset Advisors
Georgia
$352K +$111 +1 +0%
CIP
1838
Convergence Investment Partners
Florida
$351K -$8.08K -73 -3%
JWS
1839
Juncture Wealth Strategies
Arizona
$351K +$294K +2,656 New
WWM
1840
Walser Wealth Management
Florida
$350K -$1M -9,041 -77%
ABLA
1841
Alan B. Lancz & Associates
Ohio
$349K -$38.8K -350 -12%
BA
1842
Bridgewater Advisors
New York
$349K +$18.4K +166 +5%
ME
1843
McIlrath & Eck
Washington
$348K -$9.08K -82 -3%
HCC
1844
Hirtle Callaghan & Co
Pennsylvania
$348K -$14.2K -128 -5%
GKWIM
1845
Gerber Kawasaki Wealth & Investment Management
California
$348K +$27.7K +250 +10%
ATI
1846
ARK & TLK Investments
Oklahoma
$348K – – –
OBWG
1847
Onyx Bridge Wealth Group
New York
$348K +$111 +1 +0%
SDH
1848
Sloy Dahl & Holst
Washington
$347K – – –
OWA
1849
Opal Wealth Advisors
New York
$346K +$44.4K +401 +18%
RPCONE
1850
Retirement Planning Company of New England
Rhode Island
$346K +$20.5K +185 +8%
72 73
74
75 76