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Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
2151
Richard W. Paul & Associates
Michigan
$979K -$250K -460 -20%
BM
2152
Brandywine Managers
Delaware
$978K – – –
JIC
2153
Joel Isaacson & Co
New York
$976K +$136K +249 +16%
BAM
2154
Byrne Asset Management
New Jersey
$975K -$13.6K -25 -1%
SFS
2155
Strategic Financial Services
New York
$975K -$2.72K -5 -0.3%
KA
2156
KLCM Advisors
Wisconsin
$973K – – –
ABWM
2157
Alpine Bank Wealth Management
Colorado
$973K +$966K +1,775 New
TWP
2158
Triad Wealth Partners
Kansas
$970K -$88.2K -162 -8%
NA
2159
Navellier & Associates
Nevada
$970K – – –
WRPWM
2160
Werba Rubin Papier Wealth Management
California
$965K -$29.9K -55 -3%
WDG
2161
Wealth Dimensions Group
Ohio
$964K -$12.5K -23 -1%
LGA
2162
Lebenthal Global Advisors
New York
$964K +$39.2K +72 +4%
GPW
2163
Genesis Private Wealth
Virginia
$962K +$44.1K +81 +5%
TAM
2164
Taurus Asset Management
New York
$962K – – –
RPWA
2165
Regent Peak Wealth Advisors
Georgia
$962K -$22.3K -41 -2%
SB
2166
Sunflower Bank
Texas
$961K +$13.6K +25 +1%
BFG
2167
Birch Financial Group
New Hampshire
$958K -$33.8K -62 -3%
IAS
2168
IMA Advisory Services
Colorado
$955K -$47.4K -87 -5%
BAM
2169
Brave Asset Management
New Jersey
$955K +$11.4K +21 +1%
DFA
2170
Davies Financial Advisors
California
$955K +$14.7K +27 +2%
FA
2171
Fermata Advisors
California
$953K +$101K +185 +12%
SAW
2172
Signal Advisors Wealth
Michigan
$953K +$189K +347 +25%
TFP
2173
Tilia Fiduciary Partners
North Carolina
$953K -$15.2K -28 -2%
LIA
2174
LBMC Investment Advisors
Tennessee
$952K – – –
SC
2175
Summa Corp
Texas
$952K – – –
85 86
87
88 89