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Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
2501
Glen Eagle Advisors
New Jersey
$928K +$651 +2 +0.1%
PA
2502
Perennial Advisors
New York
$925K -$135K -415 -14%
OHIS
2503
Oak Harvest Investment Services
Texas
$925K +$200K +615 +31%
SIA
2504
SeaBridge Investment Advisors
New Jersey
$924K +$479K +1,470 +129%
PHWM
2505
Pine Harbor Wealth Management
Maryland
$923K +$850K +2,609 New
CAM
2506
Chesapeake Asset Management
New York
$923K +$30K +92 +4%
PM
2507
Phraction Management
Connecticut
$922K – – –
FA
2508
Fiducient Advisors
Illinois
$920K -$6.84K -21 -0.8%
TCM
2509
Tributary Capital Management
Nebraska
$915K +$117K +360 +16%
PW
2510
Peninsula Wealth
California
$914K -$22.1K -68 -3%
PIA
2511
Panoramic Investment Advisors
Colorado
$913K +$16.3K +50 +2%
NRD
2512
Nebula Research & Development
New York
$913K +$840K +2,578 New
BAM
2513
Bayshore Asset Management
Florida
$911K -$144K -443 -15%
SAM
2514
SignalPoint Asset Management
Missouri
$911K -$8.47K -26 -1%
WA
2515
Wambolt & Associates
Colorado
$911K -$907K -2,786 -52%
FFA
2516
Fi3 Financial Advisors
Indiana
$910K -$17.6K -54 -2%
AA
2517
Auxano Advisors
Washington
$909K +$69K +212 +9%
VW
2518
Vance Wealth
California
$909K +$35.2K +108 +4%
LFA
2519
LGT Financial Advisors
Texas
$908K – – –
EWA
2520
Encompass Wealth Advisors
Oregon
$905K -$55K -169 -6%
WF
2521
Wayfinding Financial
Washington
$903K +$25.4K +78 +3%
BCM
2522
BluePointe Capital Management
California
$902K +$830K +2,548 New
FCFC
2523
First Commonwealth Financial Corp
Pennsylvania
$901K -$19.5K -60 -2%
FPWM
2524
FSB Premier Wealth Management
Iowa
$897K +$218K +670 +36%
TA
2525
TruWealth Advisors
Louisiana
$896K -$6.19K -19 -0.7%
99 100
101
102 103