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Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
3076
J. Safra Asset Management
New York
$436K +$45.6K +125 +13%
GWP
3077
Gateway Wealth Partners
Wisconsin
$435K -$20.1K -55 -5%
RIM
3078
RW Investment Management
Idaho
$434K +$729 +2 +0.2%
SDH
3079
Sloy Dahl & Holst
Washington
$434K +$5.47K +15 +1%
NAMNJ
3080
NorthStar Asset Management (New Jersey)
New Jersey
$433K -$10.2K -28 -3%
MSR
3081
Main Street Research
Connecticut
$433K -$25.5K -70 -6%
FNBSF
3082
First National Bank Sioux Falls
South Dakota
$432K – – –
AWA
3083
Adapt Wealth Advisors
Georgia
$432K +$58.7K +161 +18%
PAG
3084
Powers Advisory Group
Illinois
$432K +$1.09K +3 +0.3%
RA
3085
Riverstone Advisors
Texas
$431K – – –
KLI
3086
Kelman-Lazarov Inc
Tennessee
$431K +$365 +1 +0.1%
PMG
3087
Private Management Group
California
$430K -$4.38K -12 -1%
ATWA
3088
Arbor Trust Wealth Advisors
Michigan
$430K – – –
NECFA
3089
New England Capital Financial Advisors
Connecticut
$429K +$365 +1 +0.1%
PGWM
3090
Pitti Group Wealth Management
New York
$429K – – –
RRWA
3091
Rainey & Randall Wealth Advisors
Florida
$429K +$2.19K +6 +0.6%
BPAMU
3092
BTG Pactual Asset Management US
New York
$429K +$386K +1,058 New
FWM
3093
Focused Wealth Management
New York
$428K +$21.2K +58 +6%
QP
3094
Quartz Partners
New York
$427K +$384K +1,053 New
NCTC
3095
New Covenant Trust Company
Indiana
$427K +$70.8K +194 +22%
CTB
3096
Country Trust Bank
Illinois
$426K +$36.5K +100 +11%
AWM
3097
Avondale Wealth Management
Texas
$425K +$36.5K +100 +11%
PDM
3098
Penn Davis McFarland
Texas
$425K +$382K +1,048 New
DFA
3099
DHJJ Financial Advisors
Illinois
$422K -$1.46K -4 -0.4%
BFS
3100
Beacon Financial Strategies
North Carolina
$422K – – –
122 123
124
125 126