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Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
2776
Petros Family Wealth
Minnesota
$303K +$303K +4,341 New
HPWM
2777
High Point Wealth Management
New Jersey
$303K +$302K +4,336 New
JTWM
2778
Jackson Thornton Wealth Management
Alabama
$303K +$311K +4,466 New
VC
2779
Vicus Capital
Pennsylvania
$303K +$7.11K +102 +2%
LRWA
2780
Long Run Wealth Advisors
New York
$302K -$13.7K -196 -4%
WTB
2781
Washington Trust Bank
Washington
$302K +$4.53K +65 +2%
LCM
2782
Liberty Capital Management
Michigan
$302K -$3.07K -44 -1%
FSG
2783
Financial Strategies Group
Michigan
$301K -$70 -1 -0%
IRAG
2784
Investment Research & Advisory Group
Georgia
$301K +$12.5K +180 +4%
WG
2785
Watchman Group
Texas
$301K – – –
QFW
2786
QTR Family Wealth
Florida
$300K +$6.55K +94 +2%
CFP
2787
Curran Financial Partners
South Carolina
$300K -$1.74K -25 -0.6%
EMAM
2788
Encompass More Asset Management
California
$300K -$33.4K -479 -10%
EC
2789
EdgeRock Capital
Colorado
$300K +$37.1K +532 +14%
OPW
2790
Oxler Private Wealth
New York
$300K -$43.7K -627 -13%
SGI
2791
Swan Global Investments
Colorado
$299K -$43.5K -624 -13%
CVM
2792
Cheviot Value Management
California
$299K -$20.9K -300 -7%
SHFA
2793
SC&H Financial Advisors
Maryland
$299K +$37.9K +544 +15%
BEAM
2794
Baker Ellis Asset Management
Washington
$298K – – –
BCM
2795
BTC Capital Management
Iowa
$298K +$18.4K +264 +7%
TAP
2796
TSG Advice Partners
Ohio
$298K +$297K +4,257 New
AAA
2797
Andrews Advisory Associates
Hawaii
$298K +$297K +4,257 New
GAM
2798
Grandview Asset Management
Pennsylvania
$297K +$75.2K +1,078 +34%
MWM
2799
Manske Wealth Management
Texas
$297K – – –
AI
2800
AXS Investments
New York
$296K -$49.8K -715 -14%
110 111
112
113 114