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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
2351
Shulman DeMeo Asset Management
New York
$476K -$7.01K -130 -1%
PW
2352
Peninsula Wealth
California
$476K -$17.8K -329 -3%
WFS
2353
Widmann Financial Services
Maryland
$475K – – –
ICP
2354
Interchange Capital Partners
Pennsylvania
$474K +$169K +3,136 +55%
CWM
2355
Curi Wealth Management
North Carolina
$473K -$371K -6,877 -44%
AWM
2356
Angeles Wealth Management
California
$472K +$20.8K +385 +5%
KLCM
2357
KG&L Capital Management
Louisiana
$472K +$5.99K +111 +1%
MFS
2358
Madrona Financial Services
Washington
$471K -$3.88K -72 -0.8%
SCM
2359
Silvant Capital Management
Georgia
$470K – – –
DFA
2360
Delta Financial Advisors
Louisiana
$467K +$701 +13 +0.1%
TP
2361
Tranquility Partners
Tennessee
$465K +$8.63K +160 +2%
QFA
2362
Quantum Financial Advisors
California
$463K +$193K +3,580 +71%
RK
2363
Rather & Kittrell
Tennessee
$462K -$6.69K -124 -1%
APWA
2364
Atlas Private Wealth Advisors
New Jersey
$460K +$108K +2,007 +31%
HIP
2365
HUB Investment Partners
Texas
$457K +$26.9K +498 +6%
BWG
2366
Beta Wealth Group
California
$457K +$156K +2,900 +52%
AP
2367
Adero Partners
California
$456K +$1.13K +21 +0.2%
PWM
2368
PBMares Wealth Management
Virginia
$455K -$52K -964 -10%
CA
2369
Cortland Associates
Missouri
$454K -$10.8K -200 -2%
SC
2370
SRB Corp
Massachusetts
$454K -$25.6K -475 -5%
PIM
2371
Platinum Investment Management
Australia
$453K -$120K -2,217 -21%
BC
2372
Barrett & Company
Rhode Island
$453K +$2.16K +40 +0.5%
GI
2373
Gradient Investments
Minnesota
$453K +$187K +3,471 +70%
NFG
2374
Nadler Financial Group
Illinois
$452K +$2.37K +44 +0.5%
SPWG
2375
Syntegra Private Wealth Group
Missouri
$451K -$8.31K -154 -2%
93 94
95
96 97