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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2326
TCI Wealth Advisors
Arizona
$699K -$147K -596 -20%
FFA
2327
Fi3 Financial Advisors
Indiana
$697K -$16.5K -67 -3%
KCPG
2328
Kavar Capital Partners Group
Kansas
$697K +$36K +146 +6%
PWA
2329
Physician Wealth Advisors
Utah
$697K +$20.7K +84 +4%
WBG
2330
Wharton Business Group
Pennsylvania
$696K -$35.8K -145 -6%
PPP
2331
Private Portfolio Partners
New Jersey
$696K +$247 +1 +0%
CAM
2332
Chesapeake Asset Management
New York
$695K -$75.5K -306 -11%
ABLA
2333
Alan B. Lancz & Associates
Ohio
$693K – – –
WLPWM
2334
Walled Lake Planning & Wealth Management
Illinois
$693K -$987 -4 -0.2%
FAFN
2335
First Affirmative Financial Network
Colorado
$692K -$48.4K -196 -8%
BPFA
2336
Barnes Pettey Financial Advisors
Mississippi
$691K – – –
HP
2337
Holowesko Partners
Bahamas
$689K -$1.26M -5,100 -68%
FC
2338
Forte Capital
New York
$687K -$138K -561 -19%
BCG
2339
Breakwater Capital Group
New Jersey
$687K +$84.6K +343 +17%
FTA
2340
Financial & Tax Architects
Missouri
$686K -$185K -749 -24%
PPW
2341
Parcion Private Wealth
Washington
$685K – – –
PCA
2342
Peddock Capital Advisors
Massachusetts
$685K +$11.1K +45 +2%
MA
2343
MBA Advisors
Pennsylvania
$684K -$28.4K -115 -5%
DWM
2344
Dorchester Wealth Management
Quebec, Canada
$683K -$54.3K -220 -8%
PW
2345
Peninsula Wealth
California
$682K -$1.73K -7 -0.3%
AIP
2346
ARS Investment Partners
New York
$681K -$29.1K -118 -5%
CA
2347
CGN Advisors
Kansas
$681K -$23.9K -97 -4%
FWA
2348
FSM Wealth Advisors
Ohio
$680K +$2.22K +9 +0.4%
OFW
2349
Omnia Family Wealth
Florida
$678K -$19.5K -79 -3%
AWM
2350
AAF Wealth Management
Massachusetts
$672K – – –
92 93
94
95 96