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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2301
BIP Wealth
Georgia
$424K -$57.5K -1,183 -13%
CWP
2302
CFM Wealth Partners
Texas
$424K -$33.1K -681 -8%
GD
2303
Grandfield & Dodd
New York
$423K – – –
DI
2304
DAGCO Inc
Ohio
$423K +$97 +2 +0%
SEIA
2305
Signature Estate & Investment Advisors
California
$422K -$2.01M -41,324 -84%
VCM
2306
Virtue Capital Management
Tennessee
$422K -$339K -6,973 -47%
AWA
2307
Amplius Wealth Advisors
Pennsylvania
$422K -$22.8K -469 -6%
FMN
2308
Financial Management Network
California
$421K +$388K +7,984 New
HCA
2309
Horan Capital Advisors
Ohio
$420K – – –
FFG
2310
Frisch Financial Group
New York
$420K +$20.9K +430 +6%
BWA
2311
Blodgett Wealth Advisors
California
$420K -$49 -1 -0%
WTFG
2312
Wells Trecaso Financial Group
Ohio
$419K – – –
PWM
2313
PBMares Wealth Management
Virginia
$419K +$22.4K +461 +6%
AAG
2314
Armstrong Advisory Group
Massachusetts
$419K – – –
KA
2315
Klingman & Associates
New York
$419K -$86K -1,769 -18%
OWM
2316
Opes Wealth Management
California
$419K -$8.66K -178 -2%
VFA
2317
Voya Financial Advisors
Connecticut
$418K +$38.1K +783 +11%
JAFL
2318
Jay A. Fishman Ltd
Michigan
$417K -$218K -4,475 -36%
CTC
2319
Corundum Trust Company
South Dakota
$417K – – –
BCM
2320
Buckhead Capital Management
Georgia
$416K +$21.2K +435 +6%
T
2321
TOBAM
France
$416K -$1.41K -29 -0.4%
GAM
2322
Griffin Asset Management
New York
$415K +$97 +2 +0%
PTC
2323
Philadelphia Trust Company
Pennsylvania
$414K -$14.6K -300 -4%
ML
2324
Mayport LLC
Massachusetts
$414K -$1.46K -30 -0.4%
LI
2325
LVZ Inc
Michigan
$414K +$18.1K +372 +5%
91 92
93
94 95