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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1501
Financial Advisors Network
California
$1.33M +$121K +1,000 +10%
KJWM
1502
Kiley Juergens Wealth Management
Washington
$1.33M +$1.29M +10,692 New
BO
1503
BRR OpCo
Ohio
$1.33M -$166K -1,370 -11%
PGWM
1504
Parisi Gray Wealth Management
New Jersey
$1.33M +$11.6K +96 +0.9%
SWA
1505
SFMG Wealth Advisors
Texas
$1.32M +$273K +2,257 +27%
CAM
1506
Costello Asset Management
Pennsylvania
$1.32M – – –
EWM
1507
Elmwood Wealth Management
California
$1.32M -$3.51K -29 -0.3%
BFO
1508
Biltmore Family Office
North Carolina
$1.32M -$9.79K -81 -0.8%
FMB
1509
Field & Main Bank
Kentucky
$1.32M -$4.84K -40 -0.4%
AWM
1510
Altavista Wealth Management
North Carolina
$1.31M -$12.1K -100 -0.9%
LA
1511
Lau Associates
Delaware
$1.31M – – –
CPIG
1512
Chicago Partners Investment Group
Illinois
$1.31M +$19K +157 +2%
MIM
1513
Marco Investment Management
Georgia
$1.3M -$124K -1,024 -9%
BRM
1514
Boston Research & Management
Massachusetts
$1.3M +$7.86K +65 +0.6%
LJHT
1515
Laurie J. Hall Trustee
$1.29M -$17.9K -148 -1%
IC
1516
Inscription Capital
Texas
$1.29M -$1.25M -10,322 -49%
CAG
1517
Csenge Advisory Group
Florida
$1.29M +$14K +116 +1%
MCM
1518
Manchester Capital Management
Vermont
$1.29M – – –
FCA
1519
FLC Capital Advisors
California
$1.29M +$408K +3,374 +48%
RIA
1520
Realta Investment Advisors
Delaware
$1.29M +$625K +5,168 +98%
PL
1521
Plancorp LLC
Missouri
$1.29M -$435K -3,594 -26%
LOAMS
1522
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.28M -$269K -2,222 -18%
ADBIC
1523
A.D. Beadell Investment Counsel
Wisconsin
$1.28M +$221K +1,830 +22%
S
1524
Surevest
California
$1.28M +$510K +4,214 +69%
JFGLC
1525
Johnson Financial Group LLC (Colorado)
Colorado
$1.28M +$1.25M +10,299 New
59 60
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