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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2226
Gemmer Asset Management
California
$453K +$6.55K +63 +2%
GFG
2227
Greenberg Financial Group
Arizona
$452K -$39.8K -383 -8%
FFA
2228
Florida Financial Advisors
Florida
$451K +$82K +789 +28%
CVA
2229
Central Valley Advisors
California
$451K -$13.7K -132 -4%
LPAM
2230
Lodestar Private Asset Management
California
$450K +$46.3K +446 +14%
WAOTB
2231
Wealth Advisors of Tampa Bay
Florida
$450K – – –
MCM
2232
MV Capital Management
Maryland
$450K -$312 -3 -0.1%
BWP
2233
Barlow Wealth Partners
Kentucky
$450K +$3.01K +29 +0.8%
MSAM
2234
Moloney Securities Asset Management
Missouri
$449K -$183K -1,764 -33%
NB
2235
Northwest Bancshares
Pennsylvania
$448K -$9.14K -88 -2%
WC
2236
Weil Company
California
$448K +$17.5K +168 +5%
PFWA
2237
Paces Ferry Wealth Advisors
Georgia
$448K +$312 +3 +0.1%
MPCL
2238
My Personal CFO LLC
Washington
$447K -$15.6K -150 -4%
AA
2239
Alesco Advisors
New York
$447K -$2.08K -20 -0.6%
ZBNA
2240
Zions Bancorporation, National Association
Utah
$446K -$22.8K -219 -6%
EB
2241
Exchange Bank
California
$444K +$4.26K +41 +1%
MFWP
2242
Mosaic Family Wealth Partners
Missouri
$444K -$8.73K -84 -2%
CCA
2243
Clearwater Capital Advisors
Illinois
$444K -$7.79K -75 -2%
CL
2244
CVFG LLC
Indiana
$443K +$37.4K +360 +11%
BI
2245
Bolthouse Investments
California
$443K – – –
LWM
2246
Lodestone Wealth Management
Washington
$442K -$2.18K -21 -0.6%
AWM
2247
Accel Wealth Management
Iowa
$442K -$3.95K -38 -1%
FWP
2248
Falcon Wealth Planning
California
$442K -$25.7K -247 -6%
TWA
2249
Trace Wealth Advisors
California
$442K – – –
TC
2250
Trilogy Capital
California
$441K -$11.8K -114 -3%
88 89
90
91 92