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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2726
DDD Partners
Washington
$621K +$200K +601 +48%
CCP
2727
Clarkston Capital Partners
Michigan
$620K +$664 +2 +0.1%
TH
2728
TCTC Holdings
Texas
$619K – – –
W
2729
WealthOne
New York
$619K +$37.8K +114 +7%
UL
2730
Unionview LLC
Washington
$619K +$611K +1,841 New
BCP
2731
Berkeley Capital Partners
Georgia
$618K -$10.6K -32 -2%
JWM
2732
JGP Wealth Management
Oregon
$617K +$12K +36 +2%
WDL
2733
Well Done LLC
Michigan
$615K +$11.3K +34 +2%
AIA
2734
Arbor Investment Advisors
North Carolina
$614K -$747K -2,250 -55%
CCM
2735
Carmel Capital Management
California
$614K +$606K +1,825 New
WE
2736
Wealth Effects
Massachusetts
$614K +$606K +1,825 New
JF
2737
JSF Financial
California
$613K -$127K -384 -17%
JMF
2738
Johnson Midwest Financial
Iowa
$613K – – –
VCM
2739
Versant Capital Management
Arizona
$612K +$99.6K +300 +20%
TWM
2740
Tradition Wealth Management
Minnesota
$612K +$107K +323 +22%
TFO
2741
Tarbox Family Office
California
$611K -$994K -2,994 -62%
PCM
2742
Prelude Capital Management
New York
$611K -$58.4K -176 -9%
ABLA
2743
Alan B. Lancz & Associates
Ohio
$610K +$603K +1,815 New
HWM
2744
Horizon Wealth Management
Illinois
$610K +$603K +1,815 New
PAM
2745
Peak Asset Management
Colorado
$609K +$14.6K +44 +2%
IEFM
2746
IQ EQ Fund Management
Ireland
$608K -$1.26M -3,797 -68%
BIA
2747
Bell Investment Advisors
California
$607K -$39.2K -118 -6%
NWA
2748
New World Advisors
Massachusetts
$606K -$148K -445 -20%
AWM
2749
Atticus Wealth Management
Florida
$606K +$72K +217 +14%
RWP
2750
Ridgecrest Wealth Partners
California
$605K -$49.8K -150 -8%
108 109
110
111 112