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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
676
Evergreen Wealth Solutions
Pennsylvania
$414K -$22.5K -2,209 -5%
MWA
677
Medallion Wealth Advisors
Connecticut
$408K +$4.48K +440 +1%
EA
678
Emerald Advisors
Washington
$407K +$15.8K +1,555 +4%
ALAM
679
Asahi Life Asset Management
Japan
$406K +$381K +37,430 New
AWA
680
Arbor Wealth Advisors
Michigan
$404K – – –
WBWA
681
William B. Walkup & Associates
South Carolina
$400K +$7.03K +690 +2%
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$398K +$5.45K +535 +1%
RWMG
683
Redwood Wealth Management Group
New Jersey
$397K -$31.1K -3,054 -8%
SHFA
684
SS&H Financial Advisors
Michigan
$391K +$81.6K +8,017 +29%
CCP
685
Clarkston Capital Partners
Michigan
$391K – – –
DC
686
Davenport & Co
Virginia
$391K -$36.6K -3,594 -9%
SWA
687
Stratos Wealth Advisors
Ohio
$389K -$62.3K -6,118 -15%
WIM
688
WealthPlan Investment Management
Nebraska
$388K -$15.2K -1,497 -4%
CD
689
Chapin Davis
Maryland
$387K +$204K +20,000 +128%
HSA
690
HBK Sorce Advisory
Pennsylvania
$386K +$12.1K +1,187 +3%
SIA
691
Soltis Investment Advisors
Utah
$385K +$41.5K +4,071 +13%
QL
692
Quarry LP
New York
$382K +$359K +35,212 New
FGP
693
Freestone Grove Partners
California
$381K +$358K +35,123 New
RWM
694
RKL Wealth Management
Pennsylvania
$381K -$1.51K -148 -0.4%
KA
695
Kintegral Advisory
New York
$379K -$519 -51 -0.1%
PWM
696
Perigon Wealth Management
California
$378K -$43.3K -4,255 -11%
CVM
697
Cheviot Value Management
California
$377K +$5.6K +550 +2%
FWM
698
Foguth Wealth Management
Michigan
$377K -$16.5K -1,617 -4%
WPC
699
Wedmont Private Capital
Pennsylvania
$374K +$9.51K +934 +3%
BB
700
Busey Bank
Illinois
$374K +$44.1K +4,333 +14%
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