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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2051
Copperwynd Financial
Arizona
$769K +$123K +588 +21%
BWM
2052
Bernicke Wealth Management
Wisconsin
$767K +$706K +3,380 New
PG
2053
Prostatis Group
Maryland
$764K +$195K +935 +38%
BCA
2054
Biltmore Capital Advisors
New Jersey
$764K +$8.35K +40 +1%
TIA
2055
Tiemann Investment Advisors
California
$764K +$25.1K +120 +4%
BW
2056
Bison Wealth
Georgia
$760K -$19.6K -94 -3%
PFA
2057
Professional Financial Advisors
Nebraska
$758K +$124K +592 +22%
FP
2058
Foundry Partners
Minnesota
$752K -$73.1K -350 -10%
PFO
2059
Pathstone Family Office
New Jersey
$752K +$15.2K +73 +2%
LDB
2060
Lee, Danner & Bass
Tennessee
$751K +$40.3K +193 +6%
AWCI
2061
Alpine Woods Capital Investors
New York
$750K – – –
SCA
2062
STALEY CAPITAL ADVISERS
Pennsylvania
$750K +$139K +664 +25%
LSC
2063
Lyon Street Capital
California
$748K -$1.19M -5,708 -63%
IMRF
2064
Illinois Municipal Retirement Fund
Illinois
$748K +$688K +3,294 New
LDFR
2065
Lehman & Derafelo Financial Resources
Pennsylvania
$746K -$51.4K -246 -7%
HIC
2066
Hartline Investment Corp
Illinois
$746K -$1.67K -8 -0.2%
TP
2067
Truvvo Partners
New York
$741K +$107K +512 +19%
BL
2068
Balentine LLC
Georgia
$741K +$442K +2,119 +185%
PHS
2069
Pekin Hardy Strauss
Illinois
$739K -$50.5K -242 -7%
SG
2070
Somerset Group
Minnesota
$738K -$54.7K -262 -7%
RPWA
2071
Regent Peak Wealth Advisors
Georgia
$737K +$48.9K +234 +8%
HPC
2072
Hobart Private Capital
North Carolina
$733K +$49.3K +236 +8%
UBG
2073
United Bank (Georgia)
Georgia
$732K +$182K +870 +37%
AWM
2074
AllSquare Wealth Management
New York
$728K +$26.3K +126 +4%
WLPWM
2075
Walled Lake Planning & Wealth Management
Illinois
$723K -$48.2K -231 -7%
81 82
83
84 85