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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2376
Continuum Wealth Advisors
New York
$510K – – –
STB
2377
S&T Bank
Pennsylvania
$509K +$7.99K +31 +2%
EWS
2378
Eagle Wealth Strategies
New Jersey
$508K +$1.8K +7 +0.4%
AAM
2379
Austin Asset Management
Texas
$507K +$235K +914 +113%
OBWP
2380
O'Brien Wealth Partners
Massachusetts
$507K – – –
PP
2381
PFS Partners
New Jersey
$507K +$13.1K +51 +3%
AHL
2382
Abel Hall LLC
Louisiana
$506K -$7.21K -28 -2%
NMCM
2383
Nicholson Meyer Capital Management
Missouri
$505K -$30.7K -119 -6%
LWM
2384
LeConte Wealth Management
Tennessee
$504K +$139K +538 +46%
NWAG
2385
Net Worth Advisory Group
Utah
$504K +$441K +1,710 New
CVA
2386
Central Valley Advisors
California
$504K – – –
IP
2387
Integras Partners
Georgia
$503K – – –
ICM
2388
Intrepid Capital Management
Florida
$503K +$439K +1,705 New
SWM
2389
Seed Wealth Management
Illinois
$503K +$6.7K +26 +2%
EIP
2390
Ellis Investment Partners
Pennsylvania
$501K -$11.3K -44 -3%
WW
2391
Westshore Wealth
California
$501K -$25.8K -100 -6%
CB
2392
CNB Bank
Pennsylvania
$501K +$5.15K +20 +1%
DCA
2393
DSG Capital Advisors
Minnesota
$499K – – –
ZBNA
2394
Zions Bancorporation, National Association
Utah
$499K +$73.9K +287 +20%
EAM
2395
Empirical Asset Management
Massachusetts
$499K +$192K +744 +78%
CAM
2396
Claret Asset Management
Quebec, Canada
$499K -$4.64K -18 -1%
CF
2397
Convergence Financial
Missouri
$499K -$479K -1,858 -52%
CFG
2398
Carr Financial Group
Massachusetts
$496K +$3.35K +13 +0.8%
W
2399
Wealthquest
Ohio
$495K +$25.8K +100 +6%
HA
2400
Huntleigh Advisors
Missouri
$495K +$29.1K +113 +7%
94 95
96
97 98