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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1326
Concord Wealth Partners
Virginia
$2.91M +$804K +5,319 +37%
JWM
1327
JPL Wealth Management
Colorado
$2.91M +$2.95M +19,501 New
LWA
1328
Lineweaver Wealth Advisors
Ohio
$2.91M +$1.12M +7,406 +61%
HAIM
1329
Hunter Associates Investment Management
Pennsylvania
$2.9M +$705K +4,661 +32%
SIA
1330
Sit Investment Associates
Minnesota
$2.9M +$76.4K +505 +3%
AL
1331
Aspiriant LLC
California
$2.89M +$12.1K +80 +0.4%
SLC
1332
Second Line Capital
Louisiana
$2.89M +$2.93M +19,376 New
SWA
1333
SFMG Wealth Advisors
Texas
$2.89M -$66.8K -442 -2%
SWM
1334
Sculati Wealth Management
Michigan
$2.89M +$12.9K +85 +0.4%
SIC
1335
Sigma Investment Counselors
Michigan
$2.88M +$22.2K +147 +0.8%
MPCG
1336
Matrix Private Capital Group
New York
$2.88M -$6.96K -46 -0.2%
VWM
1337
Venturi Wealth Management
Texas
$2.88M +$108K +713 +4%
IAS
1338
Insigneo Advisory Services
Florida
$2.88M +$410K +2,714 +16%
GAG
1339
GM Advisory Group
New York
$2.87M +$347K +2,292 +14%
GWM
1340
GSB Wealth Management
Connecticut
$2.86M +$24.7K +163 +0.9%
EFMC
1341
Empire Financial Management Company
New York
$2.86M +$95K +628 +3%
AFG
1342
Albion Financial Group
Utah
$2.85M -$110K -728 -4%
KTM
1343
Keeler Thomas Management
Utah
$2.84M -$581K -3,840 -17%
KFBMI
1344
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.83M – – –
NA
1345
Navellier & Associates
Nevada
$2.83M +$187K +1,234 +7%
ST
1346
Smithfield Trust
Pennsylvania
$2.82M -$152K -1,005 -5%
MAM
1347
Mystic Asset Management
Rhode Island
$2.81M +$121K +800 +4%
VRM
1348
Vectors Research Management
New York
$2.8M +$9.19M +60,731 +309%
AI
1349
Arvest Investments
Arkansas
$2.8M +$2.84M +18,761 New
GSC
1350
Grey Street Capital
Illinois
$2.79M +$15.9K +105 +0.6%
52 53
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