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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2301
Empirical Asset Management
Massachusetts
$3.39M -$1.97M -3,228 -35%
BWM
2302
BigSur Wealth Management
Florida
$3.38M – – –
IA
2303
Icon Advisers
Colorado
$3.38M – – –
OBWG
2304
Onyx Bridge Wealth Group
New York
$3.37M -$100K -164 -3%
CFP
2305
Comprehensive Financial Planning
Pennsylvania
$3.37M +$99.7K +163 +3%
OL
2306
OneFund LLC
Florida
$3.37M -$611 -1 -0%
SWMP
2307
Signature Wealth Management Partners
New Jersey
$3.37M -$30.6K -50 -0.8%
WA
2308
Waddell & Associates
Tennessee
$3.36M +$999K +1,633 +38%
RIA
2309
Realta Investment Advisors
Delaware
$3.36M -$125K -204 -3%
RP
2310
Regal Partners
Australia
$3.36M +$96.6K +158 +3%
OWMIAS
2311
One Wealth Management Investment & Advisory Services
Florida
$3.36M -$485K -793 -12%
MHC
2312
May Hill Capital
Massachusetts
$3.35M +$305K +498 +9%
ITIM
2313
Indiana Trust & Investment Management
Indiana
$3.35M -$1.19M -1,950 -25%
DIM
2314
DC Investments Management
Virginia
$3.35M – – –
LCWM
2315
Legacy Capital Wealth Management
Texas
$3.35M +$278K +455 +8%
PPW
2316
Parcion Private Wealth
Washington
$3.35M +$369K +604 +11%
WC
2317
Weil Company
California
$3.34M -$1.14M -1,864 -24%
RWM
2318
Revisor Wealth Management
Ohio
$3.34M +$392K +641 +12%
VDBMI
2319
Van Den Berg Management I
Texas
$3.33M -$84.4K -138 -2%
BB
2320
Burford Brothers
Texas
$3.33M +$64.2K +105 +2%
MCA
2321
Magnolia Capital Advisors
Mississippi
$3.32M +$35.5K +58 +1%
AFA
2322
Antonelli Financial Advisors
Michigan
$3.31M +$18.3K +30 +0.5%
TCPG
2323
Trivant Custom Portfolio Group
California
$3.31M -$67.9K -111 -2%
MAC
2324
Mason & Associates (California)
California
$3.3M +$60.5K +99 +2%
CWA
2325
Canvas Wealth Advisors
Kansas
$3.3M +$122K +200 +4%
91 92
93
94 95