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Name Holding Trade Value Shares
Change 		Change in
Stake
BNA
1826
BankChampaign National Association
Illinois
$716K +$700K +2,325 New
LCM
1827
Legato Capital Management
California
$716K +$700K +2,323 New
NSG
1828
Nalls Sherbakoff Group
Tennessee
$715K -$14.8K -49 -2%
LWM
1829
Lakeridge Wealth Management
Ohio
$715K +$62.3K +207 +10%
HIC
1830
Holderness Investments Company
North Carolina
$713K +$7.53K +25 +1%
SWMP
1831
Signature Wealth Management Partners
New Jersey
$713K +$602 +2 +0.1%
BPAMU
1832
BTG Pactual Asset Management US
New York
$705K -$83.1K -276 -11%
WFA
1833
Wellspring Financial Advisors
Ohio
$705K +$205K +682 +42%
SCA
1834
STALEY CAPITAL ADVISERS
Pennsylvania
$704K -$30.1K -100 -4%
AW
1835
Atlas Wealth
Ohio
$704K -$134K -445 -16%
FMTC
1836
Farmers & Merchants Trust Company
California
$704K -$37.3K -124 -5%
WDA
1837
Wendell David Associates
New Hampshire
$702K -$55.1K -183 -7%
KCFA
1838
Key Client Fiduciary Advisors
New Jersey
$702K -$20.5K -68 -3%
JCM
1839
Jacobsen Capital Management
Utah
$701K -$5.72K -19 -0.8%
IIC
1840
Ironwood Investment Counsel
Arizona
$701K – – –
EIA
1841
Eldridge Investment Advisors
New Hampshire
$699K -$4.52K -15 -0.7%
GSWM
1842
Golden State Wealth Management
California
$699K +$30.1K +100 +5%
KA
1843
Kintegral Advisory
New York
$698K -$18.4K -61 -3%
AFT
1844
Alpha Family Trust
California
$698K – – –
CFIA
1845
Cantor Fitzgerald Investment Advisors
New York
$696K – – –
HIA
1846
HFM Investment Advisors
New Jersey
$694K +$5.12K +17 +0.8%
UFF
1847
USA Financial Formulas
Michigan
$694K +$678K +2,253 New
TWPM
1848
Total Wealth Planning & Management
Florida
$694K +$678K +2,253 New
PA
1849
Promethium Advisors
Maryland
$694K – – –
FAG
1850
Fortitude Advisory Group
Washington
$693K +$5.42K +18 +0.8%
72 73
74
75 76