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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1476
Atticus Wealth Management
Florida
$373K -$6.75K -15 -2%
BCFD
1477
Boit C.F. David
$373K – – –
ITFISA
1478
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$373K – – –
WC
1479
Wynn Capital
Georgia
$372K -$4.5K -10 -1%
LT
1480
Legacy Trust
Michigan
$372K – – –
OWA
1481
Outlook Wealth Advisors
Texas
$371K -$17.6K -39 -5%
DWM
1482
Drive Wealth Management
Utah
$371K +$140K +310 +64%
JCM
1483
Jacobsen Capital Management
Utah
$368K +$9.9K +22 +3%
RFN
1484
RDA Financial Network
Iowa
$367K +$5.4K +12 +2%
AGWCA
1485
Annis Gardner Whiting Capital Advisors
Florida
$366K -$3.6K -8 -1%
PMSA
1486
Patrick M. Sweeney & Associates
Illinois
$366K – – –
RWP
1487
Revolve Wealth Partners
New Jersey
$366K +$4.5K +10 +1%
SPWM
1488
Spartan Planning & Wealth Management
North Carolina
$366K +$354K +786 New
CL
1489
CVFG LLC
Indiana
$365K -$2.25K -5 -0.6%
NRC
1490
New Republic Capital
North Carolina
$365K -$19.4K -43 -5%
PBO
1491
Peoples Bank (Ohio)
Ohio
$362K +$32.9K +73 +10%
UAS
1492
United Asset Strategies
New York
$362K +$350K +777 New
1WA
1493
180 Wealth Advisors
Washington
$361K -$67.5K -150 -16%
SCM
1494
SCS Capital Management
Massachusetts
$360K +$348K +774 New
SHGA
1495
Sand Hill Global Advisors
California
$360K -$21.2K -47 -6%
CFP
1496
Cascade Financial Partners
California
$360K -$38.3K -85 -10%
PCIG
1497
Partners Capital Investment Group
Massachusetts
$358K +$346K +769 New
NJIM
1498
Nabity-Jensen Investment Management
Nebraska
$357K +$9K +20 +3%
CP
1499
Canopy Partners
Ohio
$357K +$9.9K +22 +3%
NWAG
1500
Net Worth Advisory Group
Utah
$356K -$10.4K -23 -3%
58 59
60
61 62