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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1476
JFS Wealth Advisors
Pennsylvania
$2.63M +$140K +906 +6%
PFSC
1477
Peoples Financial Services Corp
Pennsylvania
$2.63M +$55K +355 +2%
CCM
1478
Cohen Capital Management
California
$2.63M – – –
GW
1479
Griffith & Werner
Georgia
$2.62M +$2.6M +16,809 New
CFG
1480
Cooper Financial Group
California
$2.61M -$11.2K -72 -0.4%
MSR
1481
Main Street Research
Connecticut
$2.61M +$1.13M +7,267 +76%
WA1
1482
Wimmer Associates 1
California
$2.61M +$29.6K +191 +1%
SMA
1483
Sage Mountain Advisors
Georgia
$2.6M +$785K +5,071 +43%
CNFG
1484
Creegan & Nassoura Financial Group
New Hampshire
$2.59M -$424K -2,740 -14%
IIL
1485
Insight Inv LLC
California
$2.58M +$46.2K +298 +2%
AIM
1486
Acropolis Investment Management
Missouri
$2.58M +$322K +2,081 +13%
EAM
1487
Evanson Asset Management
California
$2.58M +$118K +759 +5%
FSWA
1488
Financial Synergies Wealth Advisors
Texas
$2.58M +$7.59K +49 +0.3%
WI
1489
Westbourne Investments
Virginia
$2.57M -$743K -4,796 -23%
CVA
1490
Central Valley Advisors
California
$2.56M +$46.9K +303 +2%
DC
1491
DeDora Capital
California
$2.55M -$32.5K -210 -1%
HIM
1492
Harbour Investment Management
Washington
$2.55M -$267K -1,725 -10%
CCFM
1493
Clear Creek Financial Management
Washington
$2.55M -$596K -3,848 -19%
BMWM
1494
Brown Miller Wealth Management
Virginia
$2.55M +$6.81K +44 +0.3%
WWM
1495
Western Wealth Management
Colorado
$2.54M -$163K -1,054 -6%
CAM
1496
Costello Asset Management
Pennsylvania
$2.54M -$54.2K -350 -2%
CHJWM
1497
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.53M +$53.4K +345 +2%
PCA
1498
Private Capital Advisors
Connecticut
$2.53M +$15.8K +102 +0.6%
IIA
1499
ICW Investment Advisors
Arizona
$2.51M +$111K +714 +5%
BWA
1500
Beam Wealth Advisors
Louisiana
$2.51M -$138K -889 -5%
58 59
60
61 62