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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
2301
Obermeyer Wealth Partners
Colorado
$424K +$11.5K +237 +3%
BW
2302
BIP Wealth
Georgia
$424K -$57.5K -1,183 -13%
CWP
2303
CFM Wealth Partners
Texas
$424K -$33.1K -681 -8%
GD
2304
Grandfield & Dodd
New York
$423K – – –
DI
2305
DAGCO Inc
Ohio
$423K +$97 +2 +0%
SEIA
2306
Signature Estate & Investment Advisors
California
$422K -$2.01M -41,324 -84%
VCM
2307
Virtue Capital Management
Tennessee
$422K -$339K -6,973 -47%
AWA
2308
Amplius Wealth Advisors
Pennsylvania
$422K -$22.8K -469 -6%
FMN
2309
Financial Management Network
California
$421K +$388K +7,984 New
HCA
2310
Horan Capital Advisors
Ohio
$420K – – –
FFG
2311
Frisch Financial Group
New York
$420K +$20.9K +430 +6%
BWA
2312
Blodgett Wealth Advisors
California
$420K -$49 -1 -0%
WTFG
2313
Wells Trecaso Financial Group
Ohio
$419K – – –
PWM
2314
PBMares Wealth Management
Virginia
$419K +$22.4K +461 +6%
AAG
2315
Armstrong Advisory Group
Massachusetts
$419K – – –
KA
2316
Klingman & Associates
New York
$419K -$86K -1,769 -18%
OWM
2317
Opes Wealth Management
California
$419K -$8.66K -178 -2%
VFA
2318
Voya Financial Advisors
Connecticut
$418K +$38.1K +783 +11%
JAFL
2319
Jay A. Fishman Ltd
Michigan
$417K -$218K -4,475 -36%
CTC
2320
Corundum Trust Company
South Dakota
$417K – – –
BCM
2321
Buckhead Capital Management
Georgia
$416K +$21.2K +435 +6%
T
2322
TOBAM
France
$416K -$1.41K -29 -0.4%
GAM
2323
Griffin Asset Management
New York
$415K +$97 +2 +0%
PTC
2324
Philadelphia Trust Company
Pennsylvania
$414K -$14.6K -300 -4%
ML
2325
Mayport LLC
Massachusetts
$414K -$1.46K -30 -0.4%
91 92
93
94 95