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Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
2251
Charter Research & Investment Group
Connecticut
$592K -$2.48K -15 -0.4%
AWA
2252
Amplius Wealth Advisors
Pennsylvania
$591K +$39K +236 +6%
SAIG
2253
Semper Augustus Investments Group
Colorado
$591K +$131K +791 +24%
TWM
2254
Tanager Wealth Management
United Kingdom
$590K – – –
CWA
2255
CM Wealth Advisors
Ohio
$590K +$674K +4,075 New
VIM
2256
Vista Investment Management
Pennsylvania
$585K -$8.93K -54 -1%
PIA
2257
Perennial Investment Advisors
California
$582K -$128K -773 -16%
C
2258
CEDRUS
Colorado
$580K +$51.4K +311 +8%
FG
2259
Foster Group
Iowa
$580K +$18.2K +110 +3%
BWM
2260
Birchcreek Wealth Management
Ohio
$580K +$23K +139 +4%
CWM
2261
Connecticut Wealth Management
Connecticut
$580K +$120K +728 +22%
EWA
2262
Encompass Wealth Advisors
Oregon
$578K -$13.9K -84 -2%
VFA
2263
Voya Financial Advisors
Connecticut
$575K -$223K -1,350 -26%
SWM
2264
Sugarloaf Wealth Management
Georgia
$575K +$7.6K +46 +1%
JCM
2265
Jacobsen Capital Management
Utah
$574K – – –
RWA
2266
Rainsberger Wealth Advisors
Colorado
$574K +$19.8K +120 +3%
HCA
2267
Horan Capital Advisors
Ohio
$570K -$11.7K -71 -2%
TRIA
2268
Trail Ridge Investment Advisors
Colorado
$570K +$21K +127 +3%
JCM
2269
Jag Capital Management
Missouri
$569K +$649K +3,928 New
BWM
2270
BT Wealth Management
Georgia
$568K – – –
EIA
2271
Eldridge Investment Advisors
New Hampshire
$568K – – –
OFG
2272
Oxford Financial Group
Indiana
$566K -$373K -2,255 -37%
CRI
2273
Colonial River Investments
Virginia
$566K -$63.8K -386 -9%
EFM
2274
E Fund Management
China
$565K +$23.5K +142 +4%
SMG
2275
Smart Money Group
Texas
$563K +$14.1K +85 +2%
89 90
91
92 93