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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2701
Intergy Private Wealth
Colorado
$702K -$8.14K -25 -1%
NEWAS
2702
N.E.W. Advisory Services
Wisconsin
$701K – – –
FPCP
2703
Fort Point Capital Partners
California
$701K +$27.7K +85 +4%
PWM
2704
Partnership Wealth Management
Maryland
$700K +$584K +1,794 New
MCM
2705
Morton Capital Management
California
$699K +$16K +49 +3%
OHWP
2706
Oak Harbor Wealth Partners
North Carolina
$698K -$134K -412 -17%
ACM
2707
Arcataur Capital Management
Wisconsin
$696K -$4.88K -15 -0.8%
RCM
2708
RNC Capital Management
California
$696K +$16.3K +50 +3%
FPCG
2709
Fort Pitt Capital Group
Pennsylvania
$692K +$15K +46 +2%
TCG
2710
Transcendent Capital Group
Oklahoma
$692K +$637K +1,956 New
WHC
2711
Wulff, Hansen & Co
California
$690K +$309K +950 +95%
SIAP
2712
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$690K +$12.4K +38 +2%
V
2713
VeraBank
Texas
$687K +$38.4K +118 +6%
SICM
2714
Sustainable Insight Capital Management
New York
$684K -$814K -2,500 -56%
RIM
2715
RW Investment Management
Idaho
$684K -$31.9K -98 -5%
CA
2716
Claris Advisors
Missouri
$683K +$231K +710 +58%
MCWA
2717
Meadow Creek Wealth Advisors
Georgia
$681K +$627K +1,925 New
ADIM
2718
Alpha DNA Investment Management
Maryland
$680K -$873K -2,682 -58%
SCA
2719
STALEY CAPITAL ADVISERS
Pennsylvania
$679K -$18.6K -57 -3%
D
2720
Diversified
Delaware
$679K +$651 +2 +0.1%
LRPA
2721
L. Roy Papp & Associates
Arizona
$679K – – –
FMII
2722
Farmers & Merchants Investments Inc
Nebraska
$679K -$32.6K -100 -5%
SCG
2723
Sonata Capital Group
Washington
$678K +$51.5K +158 +9%
MCM
2724
MV Capital Management
Maryland
$677K +$20.8K +64 +3%
FCG
2725
Fielder Capital Group
Tennessee
$677K +$623K +1,914 New
107 108
109
110 111