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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1801
JFS Wealth Advisors
Pennsylvania
$1.55M +$36K +112 +2%
UWM
1802
Udine Wealth Management
Florida
$1.54M +$26.4K +82 +2%
BPCE
1803
Bank Pictet & Cie (Europe)
Germany
$1.54M -$19.6K -61 -1%
BEAM
1804
Baker Ellis Asset Management
Washington
$1.54M -$225K -700 -12%
CB
1805
CNB Bank
Pennsylvania
$1.53M +$2.57K +8 +0.2%
BWAM
1806
Boyd Watterson Asset Management
Ohio
$1.52M -$643 -2 -0%
PK
1807
Pflug Koory
Nebraska
$1.52M +$3.54K +11 +0.2%
BAM
1808
Byrne Asset Management
New Jersey
$1.52M -$1.63M -5,081 Closed
WA
1809
Wealth Architects
California
$1.52M +$4.18K +13 +0.3%
TH
1810
TCTC Holdings
Texas
$1.52M +$5.47K +17 +0.3%
KC
1811
Kingfisher Capital
North Carolina
$1.51M +$2.25K +7 +0.1%
PMG
1812
ProVise Management Group
Florida
$1.51M -$24.4K -76 -1%
BWM
1813
BNC Wealth Management
Oregon
$1.51M -$643 -2 -0%
CW
1814
CIC Wealth
Maryland
$1.51M -$63K -196 -4%
DCM
1815
Davidson Capital Management
Texas
$1.51M -$6.43K -20 -0.4%
CPR
1816
CSU Producer Resources
Ohio
$1.51M – – –
LAM
1817
Lynch Asset Management
Pennsylvania
$1.51M – – –
FNA
1818
First National Advisers
Nebraska
$1.51M +$647K +2,011 +68%
CRI
1819
Colonial River Investments
Virginia
$1.5M +$778K +2,420 +95%
CF
1820
Centaurus Financial
California
$1.5M -$60.8K -189 -4%
EP
1821
Eudaimonia Partners
Tennessee
$1.5M +$27.7K +86 +2%
KFP
1822
KMG Fiduciary Partners
Ohio
$1.5M -$13.5K -42 -0.8%
PWSG
1823
Pacific Wealth Strategies Group
California
$1.49M +$264K +822 +20%
EL
1824
EMFO LLC
Florida
$1.49M +$1.41M +4,390 +792%
SGK
1825
Steigerwald Gordon & Koch
Virginia
$1.49M +$9.97K +31 +0.6%
71 72
73
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