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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2626
Riversedge Advisors
Delaware
$554K -$37.5K -266 -6%
EWA
2627
Encompass Wealth Advisors
Oregon
$554K +$564 +4 +0.1%
NRC
2628
New Republic Capital
North Carolina
$552K +$25.8K +183 +5%
MCA
2629
Maryland Capital Advisors
Maryland
$552K – – –
UWPG
2630
Ullmann Wealth Partners Group
Florida
$552K -$32.3K -229 -6%
RWM
2631
Riverbend Wealth Management
South Carolina
$552K -$351K -2,489 -39%
BWP
2632
Bernardo Wealth Planning
Pennsylvania
$551K +$8.04K +57 +2%
VIPI
2633
Vista Investment Partners II
Indiana
$551K -$23.5K -167 -4%
PWM
2634
Prentice Wealth Management
New York
$551K +$14.7K +104 +3%
JSAM
2635
J. Safra Asset Management
New York
$551K +$33.7K +239 +7%
CFA
2636
Capstone Financial Advisors
Illinois
$550K +$94K +667 +21%
MCCA
2637
Mill Creek Capital Advisors
Pennsylvania
$550K -$83.6K -593 -13%
WWM
2638
Waterway Wealth Management
Texas
$550K -$593K -4,205 -52%
BFG
2639
Bouchey Financial Group
New York
$549K +$356K +2,524 +192%
OIM
2640
Oder Investment Management
California
$548K +$2.12K +15 +0.4%
SIA
2641
SeaBridge Investment Advisors
New Jersey
$548K -$87.7K -622 -14%
COCM
2642
Charter Oak Capital Management
New Hampshire
$547K +$43K +305 +9%
WP
2643
Westmount Partners
California
$546K -$57.4K -407 -10%
NCMW
2644
Northern Capital Management (Washington)
Washington
$545K -$2.12K -15 -0.4%
KWM
2645
Keebeck Wealth Management
Illinois
$545K +$53K +376 +11%
RGC
2646
Roberts, Glore & Co
Illinois
$545K -$1.69K -12 -0.3%
PPWM
2647
Paragon Private Wealth Management
Kentucky
$543K -$154K -1,095 -22%
EA
2648
Eclectic Associates
California
$543K +$6.91K +49 +1%
FHWM
2649
Fox Hill Wealth Management
Massachusetts
$543K -$46.1K -327 -8%
CWA
2650
CM Wealth Advisors
Ohio
$542K -$101K -715 -16%
104 105
106
107 108