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Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1951
Keystone Wealth Services
California
$1.37M +$1.43M +8,871 New
TFS
1952
TrustCore Financial Services
Tennessee
$1.37M -$251K -1,553 -15%
GI
1953
Gradient Investments
Minnesota
$1.37M +$70.4K +436 +5%
VFG
1954
V2 Financial group
Illinois
$1.37M +$1.43M +8,845 New
WHC
1955
Wulff, Hansen & Co
California
$1.37M +$1.43M +8,840 New
SWM
1956
Stockman Wealth Management
Montana
$1.37M -$58K -359 -4%
CIA
1957
Cascade Investment Advisors
Oregon
$1.36M +$485K +3,000 +52%
MCWS
1958
McKinley Carter Wealth Services
West Virginia
$1.36M -$111K -690 -7%
BA
1959
Bridge Advisory
California
$1.36M -$1.94K -12 -0.1%
ZIC
1960
ZWJ Investment Counsel
Georgia
$1.36M +$48K +297 +3%
TIA
1961
Trust Investment Advisors
Indiana
$1.36M +$14.4K +89 +1%
LA
1962
Lifeworks Advisors
Michigan
$1.36M +$1.42M +8,784 New
EPA
1963
Element Pointe Advisors
Florida
$1.36M +$26K +161 +2%
PGWM
1964
Parisi Gray Wealth Management
New Jersey
$1.36M +$84.3K +522 +6%
CWA
1965
Consilium Wealth Advisory
Texas
$1.36M +$1.42M +8,773 New
AWM
1966
Atticus Wealth Management
Florida
$1.35M +$196K +1,211 +16%
VW
1967
Vance Wealth
California
$1.35M +$1.41M +8,747 New
AWC
1968
Abundance Wealth Counselors
Pennsylvania
$1.35M +$1.41M +8,735 New
ACM
1969
AlphaCrest Capital Management
New York
$1.35M -$7.58M -46,912 -84%
FAM
1970
Formidable Asset Management
Ohio
$1.35M -$7.27K -45 -0.5%
OA
1971
Oxbow Advisors
Texas
$1.35M -$235K -1,456 -14%
DP
1972
Dearborn Partners
Illinois
$1.35M -$12.1K -75 -0.9%
BOM
1973
Bank of Marin
California
$1.35M +$65.2K +404 +5%
AAM
1974
Aureus Asset Management
Massachusetts
$1.34M -$19.2K -119 -1%
SA
1975
SRH Advisors
Kansas
$1.34M – – –
77 78
79
80 81