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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3376
Basepoint Wealth
Iowa
$855K -$61K -104 -7%
EA
3377
Echo45 Advisors
California
$854K +$49.9K +85 +6%
PWA
3378
Peterson Wealth Advisors
Utah
$853K -$24.7K -42 -3%
GKIM
3379
GW&K Investment Management
Massachusetts
$852K +$13.5K +23 +2%
AZ
3380
Alpha Zero
Florida
$852K +$854K +1,455 New
AWA
3381
Archvest Wealth Advisors
California
$852K -$9.23M -15,718 -92%
NB
3382
Northwest Bancshares
Pennsylvania
$851K -$206K -351 -19%
MSA
3383
McAlister Sweet & Associates
Texas
$851K -$2.94K -5 -0.3%
PBF
3384
Petix & Botte Financial
California
$848K – – –
GAM
3385
Gould Asset Management
California
$848K +$634K +1,080 +293%
GWP
3386
Gen-Wealth Partners
Michigan
$847K -$111K -189 -12%
CPIA
3387
Cornell Pochily Investment Advisors
New York
$847K +$7.04K +12 +0.8%
GAMC
3388
Garner Asset Management Corp
Texas
$844K -$29.3K -50 -3%
CPL
3389
CAP Partners LLC
Tennessee
$843K -$19.4K -33 -2%
SF
3390
SWP Financial
California
$841K – – –
TA
3391
TFG Advisers
Michigan
$841K +$22.3K +38 +3%
TDC
3392
Thompson Davis & Co
Virginia
$841K -$5.87K -10 -0.7%
BCM
3393
Barden Capital Management
Texas
$841K +$843K +1,436 New
MFWP
3394
Mosaic Family Wealth Partners
Missouri
$840K +$9.98K +17 +1%
SFS
3395
Strategic Financial Services
New York
$840K -$71K -121 -8%
FTC
3396
Farmers Trust Company
Ohio
$837K +$1.17K +2 +0.1%
TCB
3397
Texas Capital Bancshares
Texas
$837K +$257K +437 +44%
CCP
3398
Carmel Capital Partners
California
$837K +$4.7K +8 +0.6%
CA
3399
Carson Advisory
Georgia
$833K -$156K -266 -16%
NCM
3400
Neumann Capital Management
California
$828K – – –
134 135
136
137 138