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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1876
Cary Street Partners Investment Advisory
Virginia
$643K -$104K -315 -15%
RPWA
1877
Regent Peak Wealth Advisors
Georgia
$641K +$91.2K +277 +18%
WOC
1878
West Oak Capital
California
$640K +$13.2K +40 +2%
JWWM
1879
Johnson & White Wealth Management
Pennsylvania
$640K +$691K +2,100 +113%
RCM
1880
Radnor Capital Management
Pennsylvania
$639K – – –
PPP
1881
Private Portfolio Partners
New Jersey
$639K -$2.96K -9 -0.5%
GAM
1882
Gould Asset Management
California
$638K -$4.94K -15 -0.8%
NCG
1883
Newport Capital Group
New Jersey
$638K -$626K -1,903 -51%
VBCG
1884
Valley Brook Capital Group
Pennsylvania
$636K – – –
SIA
1885
Strategic Investment Advisors
Michigan
$634K +$327K +993 +119%
AP
1886
Americana Partners
Texas
$634K -$16.5K -50 -3%
RHAM
1887
Round Hill Asset Management
California
$633K – – –
AWM
1888
Absher Wealth Management
North Carolina
$632K +$17.1K +52 +3%
3IP
1889
3Chopt Investment Partners
Virginia
$632K +$598K +1,817 New
CFG
1890
Carr Financial Group
Massachusetts
$632K +$598K +1,817 New
CIM
1891
CIM Investment Management
Pennsylvania
$631K -$15.1K -46 -2%
SVWAG
1892
Sound View Wealth Advisors Group
Georgia
$631K +$40.2K +122 +9%
EP
1893
Eudaimonia Partners
Tennessee
$631K -$16.8K -51 -3%
B
1894
Bridgeworth
Alabama
$631K +$24.7K +75 +4%
EFG
1895
Everhart Financial Group
Ohio
$630K +$247K +749 +71%
FMB
1896
Field & Main Bank
Kentucky
$627K -$72.4K -220 -11%
AIA
1897
Avalon Investment & Advisory
Texas
$627K +$85.3K +259 +17%
NRW
1898
Nova R Wealth
Kansas
$626K -$39.8K -121 -6%
CPWA
1899
Cerro Pacific Wealth Advisors
California
$625K -$20.7K -63 -3%
DCM
1900
DGS Capital Management
New Jersey
$625K +$9.22K +28 +2%
74 75
76
77 78