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Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
976
Werba Rubin Papier Wealth Management
California
$384K -$21.3K -123 -5%
DMBA
977
Deseret Mutual Benefit Administrators
Utah
$380K -$63.8K -369 -14%
ALA
978
Atlas Legacy Advisors
California
$379K +$40.1K +232 +12%
AFT
979
Alpha Family Trust
California
$378K – – –
QI
980
Qtron Investments
Massachusetts
$374K +$380K +2,199 New
PBO
981
Peoples Bank (Ohio)
Ohio
$373K -$54.6K -316 -13%
SACTSONJ
982
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$371K -$22.8K -132 -6%
MA
983
MJP Associates
Connecticut
$371K -$69.5K -402 -16%
LAM
984
L2 Asset Management
Massachusetts
$370K -$29.9K -173 -7%
EWA
985
EverSource Wealth Advisors
Alabama
$368K -$119K -691 -24%
PWPS
986
Pinnacle Wealth Planning Services
Ohio
$363K -$48.8K -282 -12%
KJWM
987
Kiley Juergens Wealth Management
Washington
$362K – – –
AC
988
Avestar Capital
New York
$361K -$53.1K -307 -13%
CWM
989
Circle Wealth Management
New Jersey
$359K +$16.9K +98 +5%
RSC
990
Red Spruce Capital
Pennsylvania
$355K -$26.5K -153 -7%
PCP
991
Proficio Capital Partners
Massachusetts
$354K +$360K +2,083 New
AWA
992
Arkadios Wealth Advisors
Georgia
$354K -$40.5K -234 -10%
CSIC
993
Clifford Swan Investment Counsel
California
$352K -$4.15K -24 -1%
CRC
994
Curi RMB Capital
Illinois
$351K -$146K -843 -29%
LFG
995
Larson Financial Group
Missouri
$351K +$8.99K +52 +3%
ABC
996
Associated Banc-Corp
Wisconsin
$350K – – –
TC
997
TwinBeech Capital
New York
$350K -$5.62M -32,483 -94%
AI
998
Accredited Investors
Minnesota
$344K – – –
AI
999
Auour Investments
Massachusetts
$344K – – –
DOA
1000
D'Orazio & Associates
Virginia
$343K -$28.2K -163 -7%