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Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
2401
Arthur M. Cohen & Associates
Illinois
$281K +$25.5K +425 +9%
EW
2402
Element Wealth
Mississippi
$281K -$600 -10 -0.2%
ZIG
2403
Zuckerman Investment Group
Illinois
$281K -$17.9K -298 -6%
PCM
2404
Prelude Capital Management
New York
$281K +$301K +5,019 New
HWA
2405
Heartwood Wealth Advisors
Virginia
$281K -$564K -9,400 -65%
AWC
2406
Adamsbrown Wealth Consultants
Kansas
$280K +$4.62K +77 +2%
CWM
2407
Concentric Wealth Management
California
$280K – – –
GPI
2408
General Partner Inc
Pennsylvania
$279K – – –
JSW
2409
Journey Strategic Wealth
New Jersey
$279K -$56.7K -946 -16%
IAG
2410
Investmark Advisory Group
Connecticut
$279K +$3.66K +61 +1%
PCTC
2411
Perkins Coie Trust Company
Washington
$278K +$207K +3,459 +228%
LFA
2412
Landmark Financial Advisors
Kentucky
$278K +$4.44K +74 +2%
BL
2413
BFSG LLC
California
$278K -$3.3K -55 -1%
TA
2414
TruWealth Advisors
Louisiana
$277K -$6.72K -112 -2%
BS
2415
Bessemer Securities
New York
$277K -$766K -12,775 -72%
PFA
2416
Pure Financial Advisors
California
$277K -$35.7K -596 -11%
PMG
2417
Private Management Group
California
$277K +$1.08K +18 +0.4%
NCM
2418
NCM Capital Management
New Jersey
$276K -$3.18K -53 -1%
RWM
2419
RKL Wealth Management
Pennsylvania
$276K -$5.34K -89 -2%
KWM
2420
Keebeck Wealth Management
Illinois
$275K -$3.6K -60 -1%
WA
2421
Wealthstream Advisors
New York
$275K -$4.02K -67 -1%
CBFP
2422
Cedar Brook Financial Partners
Ohio
$274K -$9.72K -162 -3%
CFGSD
2423
Compass Financial Group (South Dakota)
South Dakota
$273K -$60 -1 -0%
WWC
2424
Waypoint Wealth Counsel
Georgia
$273K -$960 -16 -0.3%
BIP
2425
Blueprint Investment Partners
North Carolina
$273K -$664K -11,076 -69%
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97
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