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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1926
Beacon Investment Advisory Services
New Jersey
$424K +$20K +387 +5%
SN
1927
Sittner & Nelson
Oregon
$424K +$399K +7,726 New
MIM
1928
Miller Investment Management
Pennsylvania
$423K – – –
RZH
1929
Relyea Zuckerberg Hanson
Connecticut
$422K -$1.03K -20 -0.3%
CWG
1930
Cornerstone Wealth Group
North Carolina
$422K +$13.4K +260 +3%
BA
1931
Bristlecone Advisors
Washington
$422K +$14K +271 +4%
CWA
1932
Clearview Wealth Advisors
Oregon
$421K +$397K +7,671 New
PSP
1933
Principal Street Partners
Tennessee
$420K -$310 -6 -0.1%
HVIA
1934
Hudson Valley Investment Advisors
New York
$420K – – –
SAM
1935
S.A. Mason
Michigan
$419K +$9.57K +185 +2%
BL
1936
BFSG LLC
California
$418K -$18.1K -350 -4%
TVWM
1937
Tower View Wealth Management
Wisconsin
$418K +$37.1K +717 +10%
GG
1938
Greenwood Gearhart
Arkansas
$417K -$74.9K -1,449 -16%
IA
1939
Insight Advisors
Pennsylvania
$416K +$393K +7,592 New
VFP
1940
Verus Financial Partners
Virginia
$415K -$1.35M -26,201 -78%
AA
1941
Addison Advisors
Vermont
$415K +$392K +7,575 New
QAM
1942
QCI Asset Management
New York
$414K -$4.81K -93 -1%
SIA
1943
SkyView Investment Advisors
New Jersey
$414K +$390K +7,549 New
PFO
1944
Pathstone Family Office
New Jersey
$413K +$280K +5,422 +255%
LWM
1945
Lyell Wealth Management
California
$411K +$4.65K +90 +1%
HPCM
1946
Hunter Perkins Capital Management
Illinois
$411K +$388K +7,500 New
SWA
1947
SOA Wealth Advisors
New York
$411K +$429K +8,289 New
PS
1948
Portfolio Solutions
Michigan
$409K -$98.7K -1,909 -20%
MFG
1949
Menard Financial Group
Texas
$409K -$44.5K -860 -10%
SDWIA
1950
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$409K – – –
76 77
78
79 80