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FFIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
626
Salomon & Ludwin
Virginia
$61.4K +$17.5K +56 +42%
WTC
627
WhitTier Trust Company
Nevada
$59.1K – – –
CI
628
Cordant Inc
Oregon
$54.3K – – –
FPF
629
First Pacific Financial
Washington
$54.3K – – –
ZBNA
630
Zions Bancorporation, National Association
Utah
$53.3K +$41.3K +132 +400%
CH
631
Cromwell Holdings
Wyoming
$53K – – –
NAAA
632
New Age Alpha Advisors
New York
$52K – – –
OL
633
OneFund LLC
Florida
$52K +$2.82K +9 +6%
SIC
634
SJS Investment Consulting
Ohio
$50.4K +$46.6K +149 +2,129%
AEPWM
635
Atlantic Edge Private Wealth Management
Florida
$49.8K – – –
RFP
636
Root Financial Partners
California
$49.4K +$47.9K +153 New
TPCW
637
TD Private Client Wealth
New York
$49.1K +$1.56K +5 +3%
CBT
638
Crews Bank & Trust
Florida
$48.5K – – –
KSWA
639
Kathleen S. Wright Associates
Pennsylvania
$46.5K – – –
HWM
640
Hemington Wealth Management
Virginia
$46K +$1.25K +4 +3%
CM
641
Castleark Management
Illinois
$45.2K – – –
CWM
642
Crowley Wealth Management
Delaware
$45.2K – – –
BC
643
Bayforest Capital
United Kingdom
$42K -$189K -603 -82%
SIM
644
Sentry Investment Management
Wisconsin
$40K -$16.9K -54 -32%
PWA
645
Principia Wealth Advisory
Texas
$39.1K +$32.2K +103 +572%
UOTTAIMCU
646
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$38.8K – – –
AFWM
647
Abich Financial Wealth Management
Virginia
$37.2K +$36K +115 New
CFO
648
CVA Family Office
Colorado
$35.9K – – –
CA
649
Crewe Advisors
Utah
$34.6K +$33.5K +107 New
AGWCA
650
Annis Gardner Whiting Capital Advisors
Florida
$34.3K +$939 +3 +3%
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