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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1226
Barry Investment Advisors
Massachusetts
$153K +$456 +41 +0.3%
GI
1227
GAMCO Investors
Connecticut
$152K – – –
CWM
1228
Curi Wealth Management
North Carolina
$152K +$1.76K +158 +1%
CWP
1229
Concord Wealth Partners
Virginia
$152K -$3.93K -353 -3%
FCAS
1230
First Command Advisory Services
Texas
$151K +$24.8K +2,233 +22%
ABC
1231
Associated Banc-Corp
Wisconsin
$151K -$39.8K -3,580 -22%
WIM
1232
Westside Investment Management
California
$151K -$77.9K -7,000 -36%
SGI
1233
Summit Global Investments
Utah
$151K -$4.04K -363 -3%
CPSAC
1234
Chas P. Smith & Associates (CPS)
Florida
$151K – – –
GCIM
1235
Gunn & Company Investment Management
Florida
$151K +$138K +12,413 New
WCWM
1236
Willow Creek Wealth Management
California
$150K -$378 -34 -0.3%
BWM
1237
BCS Wealth Management
Tennessee
$150K +$22.2K +1,996 +19%
WP
1238
Westmount Partners
California
$150K +$178 +16 +0.1%
PSFG
1239
Prairie Sky Financial Group
Illinois
$149K +$56 +5 +0%
BHB
1240
Bank Hapoalim BM
Israel
$149K +$136K +12,248 New
HWM
1241
Horizon Wealth Management
Illinois
$149K +$3.47K +312 +3%
PM
1242
Penbrook Management
New York
$149K -$5.56K -500 -4%
BA
1243
Ballast Advisors
Minnesota
$149K +$167 +15 +0.1%
RCG
1244
Regatta Capital Group
California
$149K +$3.34K +300 +3%
RBC
1245
Romano Brothers & Co
Illinois
$148K +$135K +12,150 New
AIM
1246
Acropolis Investment Management
Missouri
$148K +$367 +33 +0.3%
BWA
1247
Beam Wealth Advisors
Louisiana
$148K -$2.87K -258 -2%
WPW
1248
Waldron Private Wealth
Pennsylvania
$148K -$39.1K -3,511 -22%
TWM
1249
Triton Wealth Management
Arizona
$147K -$523 -47 -0.4%
BFG
1250
Beacon Financial Group
Texas
$147K +$134K +12,022 New
48 49
50
51 52