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Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
1751
Philip James Wealth Mangement
Georgia
$2.28M -$1.95M -18,683 -49%
IA
1752
IFC Advisors
California
$2.28M +$23.5K +225 +1%
EWS
1753
Evergreen Wealth Solutions
Pennsylvania
$2.27M -$48.6K -465 -2%
SGI
1754
Summit Global Investments
Utah
$2.27M -$1.29M -12,348 -39%
KA
1755
KLCM Advisors
Wisconsin
$2.27M -$7.01K -67 -0.3%
WA
1756
Wealth Architects
California
$2.27M -$364K -3,483 -15%
CIAS
1757
CFS Investment Advisory Services
New Jersey
$2.26M -$16.7K -160 -0.8%
WAG
1758
Winthrop Advisory Group
Massachusetts
$2.26M +$1.04M +9,944 +107%
KAS
1759
KPP Advisory Services
Kentucky
$2.26M -$156K -1,487 -7%
SWA
1760
SFMG Wealth Advisors
Texas
$2.26M -$252K -2,408 -11%
RC
1761
Roundview Capital
New Jersey
$2.26M +$163K +1,555 +9%
WAM
1762
Wernau Asset Management
Massachusetts
$2.26M -$49.2K -470 -2%
CD
1763
Chapin Davis
Maryland
$2.25M -$806K -7,705 -29%
AFG
1764
ABLE Financial Group
Arizona
$2.25M -$72.3K -691 -3%
MAWA
1765
Moss Adams Wealth Advisors
Washington
$2.24M +$55.3K +529 +3%
LSA
1766
Leonteq Securities AG
Switzerland
$2.24M +$106K +1,011 +6%
CCA
1767
Catalyst Capital Advisors
New York
$2.23M -$1.91M -18,296 -49%
JSAM
1768
J. Safra Asset Management
New York
$2.23M -$217K -2,074 -10%
KTC
1769
Kentucky Trust Company
Kentucky
$2.23M -$51.3K -491 -3%
BONH
1770
Bank of New Hampshire
New Hampshire
$2.23M -$22.4K -214 -1%
PVM
1771
Palogic Value Management
Texas
$2.22M -$182K -1,740 -8%
SCM
1772
Schnieders Capital Management
California
$2.22M +$1.05K +10 +0.1%
LWM
1773
Lyell Wealth Management
California
$2.22M +$275K +2,629 +16%
FCA
1774
FLC Capital Advisors
California
$2.22M – – –
CBB
1775
Citizens Business Bank
California
$2.21M +$11K +105 +0.6%
69 70
71
72 73