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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1301
Primoris Wealth Advisors
Florida
$4.13M +$4.66M +18,650 New
AP
1302
Adero Partners
California
$4.13M +$529K +2,118 +13%
RIA
1303
Realta Investment Advisors
Delaware
$4.12M +$435K +1,740 +10%
SW
1304
SkyOak Wealth
Michigan
$4.1M +$40.5K +162 +0.9%
AG
1305
Ascent Group
Virginia
$4.09M +$731K +2,924 +19%
UIA
1306
Ulland Investment Advisors
Minnesota
$4.09M -$455K -1,822 -9%
BCM
1307
Brookstone Capital Management
Illinois
$4.08M -$3.3M -13,223 -41%
WA
1308
Wealth Advisors
California
$4.08M -$110K -441 -2%
MLIC
1309
Mandatum Life Insurance Company
Finland
$4.08M -$23K -92 -0.5%
GIM
1310
Goelzer Investment Management
Indiana
$4.08M +$2.25M +9,009 +96%
MM
1311
Meridian Management
Arkansas
$4.07M +$5.5K +22 +0.1%
AF
1312
Advisornet Financial
Minnesota
$4.05M +$146K +584 +3%
LW
1313
Linscomb Wealth
Texas
$4.05M +$379K +1,518 +9%
CF
1314
Centaurus Financial
California
$4.04M +$667K +2,669 +17%
LOAMS
1315
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.02M +$205K +820 +5%
BL
1316
Balentine LLC
Georgia
$4.01M +$1.26M +5,024 +39%
RIG
1317
RiverFront Investment Group
Virginia
$4.01M +$4.51M +18,026 New
GJIC
1318
Gamble Jones Investment Counsel
California
$4.01M +$24.7K +99 +0.6%
SC
1319
SouthState Corp
Florida
$4M +$239K +955 +6%
QPWM
1320
Quadrant Private Wealth Management
Pennsylvania
$3.99M +$302K +1,207 +7%
XWM
1321
Xcel Wealth Management
Florida
$3.99M +$1.93M +7,720 +76%
TF
1322
Threadgill Financial
Texas
$3.98M -$72K -288 -2%
IB
1323
Intrust Bank
Kansas
$3.98M -$970K -3,882 -18%
RPCA
1324
Running Point Capital Advisors
California
$3.98M -$77.5K -310 -2%
BJL
1325
Brighton Jones LLC
Washington
$3.97M -$42.2K -169 -0.9%
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