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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2751
Shah Wealth Advisors
California
$2.03M +$2.21M +3,611 New
WSFG
2752
Wall Street Financial Group
Illinois
$2.03M +$294K +481 +15%
BFWA
2753
Benchmark Financial Wealth Advisors
Florida
$2.03M -$32.4K -53 -1%
CFS
2754
Commonwealth Financial Services
West Virginia
$2.03M +$633K +1,036 +31%
AGA
2755
Arch Global Advisors
New York
$2.03M -$6.12K -10 -0.3%
PBT
2756
Pictet Bank & Trust
Bahamas
$2.03M +$181K +296 +9%
AWM
2757
Absher Wealth Management
North Carolina
$2.03M +$5.5K +9 +0.3%
MLL
2758
Moody Lynn & Lieberson
Massachusetts
$2.02M -$72.8K -119 -3%
BG
2759
BDF Gestion
France
$2.02M -$2.91M -4,761 -10%
TA
2760
Tectonic Advisors
Texas
$2.02M +$358K +586 +20%
GA
2761
Goldstein Advisors
Wisconsin
$2.02M +$567K +928 +35%
SAA
2762
Southeast Asset Advisors
Georgia
$2.01M -$1.22K -2 -0.1%
PEA
2763
Park Edge Advisors
Ohio
$2.01M -$368K -601 -14%
AFA
2764
AA Financial Advisors
Ohio
$2.01M +$295K +482 +16%
GWAG
2765
Garrett Wealth Advisory Group
Texas
$2.01M +$216K +353 +11%
ATI
2766
Act Two Investors
California
$2M – – –
WFAG
2767
Wescott Financial Advisory Group
Pennsylvania
$2M +$78.3K +128 +4%
B
2768
Barings
North Carolina
$1.99M -$514K -840 -19%
LWA
2769
Legacy Wealth Advisors
Florida
$1.99M +$59.9K +98 +3%
LWM
2770
Lodestone Wealth Management
Washington
$1.99M -$11K -18 -0.5%
RIP
2771
RAM Investment Partners
Washington
$1.99M -$28.1K -46 -1%
SAM
2772
S.A. Mason
Michigan
$1.99M +$18.3K +30 +0.9%
GCM
2773
Generation Capital Management
New York
$1.99M -$52K -85 -2%
WCM
2774
Wedge Capital Management
North Carolina
$1.99M +$356K +582 +20%
RC
2775
Rahlfs Capital
Texas
$1.98M +$2.15M +3,521 New
109 110
111
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