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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2276
Riverbend Wealth Management
South Carolina
$832K -$205K -376 -20%
DI
2277
Diligent Investors
California
$831K – – –
SDWIA
2278
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$830K +$2.18K +4 +0.3%
FNT
2279
First Nebraska Trust
Nebraska
$827K +$7.62K +14 +0.9%
SMG
2280
Smart Money Group
Texas
$826K +$821K +1,508 New
AWM
2281
Alterna Wealth Management
Texas
$826K +$66.4K +122 +9%
PHAM
2282
Palisades Hudson Asset Management
Florida
$826K – – –
FIB
2283
First Interstate Bank
Montana
$823K -$26.7K -49 -3%
LCS
2284
Levin Capital Strategies
New York
$822K – – –
CPC
2285
Cookson Peirce & Co
Pennsylvania
$822K -$23.4K -43 -3%
CFA
2286
CWS Financial Advisors
Michigan
$821K +$109K +201 +15%
KFI
2287
Key Financial Inc
Pennsylvania
$819K +$6.53K +12 +0.8%
PWA
2288
Physician Wealth Advisors
Utah
$818K -$32.1K -59 -4%
FFG
2289
Fortem Financial Group
California
$817K -$2.72K -5 -0.3%
NF
2290
Nvest Financial
New Hampshire
$815K +$29.9K +55 +4%
JA
2291
JVL Associates
Michigan
$815K +$4.9K +9 +0.6%
GDP
2292
Great Diamond Partners
Maine
$814K -$120K -220 -13%
HHRDM
2293
H&H Retirement Design & Management
Nevada
$812K +$1.63K +3 +0.2%
NWA
2294
New World Advisors
Massachusetts
$810K +$111K +203 +16%
TW
2295
Traveka Wealth
California
$810K – – –
PFG
2296
Prosperity Financial Group
California
$810K -$2.72K -5 -0.3%
TFIPS
2297
Towarzystwo Funduszy Inwestycyjnych PZU SA
$810K -$81.7K -150 -9%
BAM
2298
BOS Asset Management
Illinois
$809K +$13.6K +25 +2%
CWA
2299
Clarity Wealth Advisors
California
$808K -$35.9K -66 -4%
XSC
2300
X-Square Capital
Puerto Rico
$807K +$95.3K +175 +13%
90 91
92
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