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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1301
Deseret Mutual Benefit Administrators
Utah
$1.5M -$310K -5,176 -16%
CBA
1302
Coastal Bridge Advisors
Connecticut
$1.5M +$37.7K +629 +2%
LSPW
1303
Lake Street Private Wealth
Illinois
$1.5M +$161K +2,683 +11%
WFS
1304
Widmann Financial Services
Maryland
$1.5M +$94.8K +1,580 +6%
PWW
1305
Pettyjohn Wood & White
Virginia
$1.5M +$4.5K +75 +0.3%
RGC
1306
Roberts, Glore & Co
Illinois
$1.49M – – –
BIM
1307
Bridges Investment Management
Nebraska
$1.49M -$3K -50 -0.2%
WI
1308
Wafra Inc
New York
$1.49M -$26.6M -443,858 -94%
AC
1309
Abbrea Capital
California
$1.48M -$27K -450 -2%
CQS
1310
Credential Qtrade Securities
$1.48M -$660 -11 -0%
NGA
1311
Naples Global Advisors
Florida
$1.48M +$138K +2,303 +10%
MAM
1312
Mastrapasqua Asset Management
Tennessee
$1.48M -$17.2K -286 -1%
PWA
1313
Providence Wealth Advisors
Illinois
$1.48M +$16.7K +279 +1%
CIP
1314
Convergence Investment Partners
Florida
$1.48M -$31.6K -527 -2%
WWM
1315
Wolff Wiese Magana
California
$1.47M -$48.8K -814 -3%
SLA
1316
Silver Lake Advisory
Utah
$1.47M +$4.32K +72 +0.3%
XWM
1317
Xcel Wealth Management
Florida
$1.47M -$211K -3,517 -12%
CPIG
1318
Chicago Partners Investment Group
Illinois
$1.47M +$5.04K +84 +0.3%
IW
1319
Imprint Wealth
South Carolina
$1.47M -$359K -5,989 -19%
EI
1320
Ethic Inc
New York
$1.46M -$258K -4,300 -14%
IFG
1321
Independent Financial Group
California
$1.46M +$101K +1,684 +7%
I
1322
INVST
Indiana
$1.46M +$112K +1,866 +8%
TIM
1323
Tevis Investment Management
Texas
$1.46M – – –
BAM
1324
Boyar Asset Management
New York
$1.46M +$60 +1 +0%
MFWM
1325
Motley Fool Wealth Management
Virginia
$1.45M +$49.5K +825 +3%
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