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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1201
Cullen Investment Group
Louisiana
$657K +$9.19K +78 +1%
BOPW
1202
Brandywine Oak Private Wealth
Pennsylvania
$656K – – –
CAM
1203
Close Asset Management
United Kingdom
$656K +$187K +1,584 +51%
VWA
1204
VERITY Wealth Advisors
United States
$655K – – –
VCAM
1205
Van Cleef Asset Management
Ohio
$653K – – –
MWA
1206
Midland Wealth Advisors
Illinois
$651K +$245K +2,078 +81%
LFAS
1207
Level Four Advisory Services
Texas
$649K -$5.42K -46 -0.7%
TSW
1208
Thompson Siegel & Walmsley
Virginia
$649K -$18K -153 -3%
RMDI
1209
R.M. Davis Inc
Maine
$649K +$86.5K +734 +19%
HWA
1210
Heritage Wealth Advisors
Virginia
$647K -$120K -1,018 -18%
AP
1211
Appleton Partners
Massachusetts
$645K -$10.4K -88 -2%
LF
1212
Lantz Financial
Illinois
$640K +$34.9K +296 +7%
CCM
1213
Crew Capital Management
Ohio
$640K +$16.6K +141 +3%
SFC
1214
Sprinkle Financial Consultants
Colorado
$638K – – –
MWP
1215
Moller Wealth Partners
$638K – – –
SFP
1216
Sandbox Financial Partners
Maryland
$636K +$283K +2,404 +113%
OTPPB
1217
Ontario Teachers' Pension Plan Board
Ontario, Canada
$635K -$717K -6,080 -57%
FW
1218
FirstPurpose Wealth
Utah
$632K – – –
BWM
1219
BNC Wealth Management
Oregon
$632K -$707 -6 -0.1%
CWA
1220
Continuum Wealth Advisors
New York
$630K +$290K +2,465 +121%
BCFD
1221
Boit C.F. David
$629K – – –
SMA
1222
Sage Mountain Advisors
Georgia
$628K +$1.53K +13 +0.3%
DI
1223
Diligent Investors
California
$627K +$40.4K +343 +8%
LIA
1224
LBMC Investment Advisors
Tennessee
$627K +$277K +2,349 +111%
EM
1225
Excalibur Management
Massachusetts
$626K +$17.3K +147 +3%
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