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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2426
Cove Private Wealth
New York
$3.55M – – –
TW
2427
Traveka Wealth
California
$3.54M +$65.5K +88 +2%
MIM
2428
Moseley Investment Management
Florida
$3.54M +$162K +218 +5%
OWA
2429
Octavia Wealth Advisors
Ohio
$3.54M +$285K +383 +9%
NWWA
2430
New Wave Wealth Advisors
Arkansas
$3.54M +$251K +337 +8%
AC
2431
Apella Capital
Connecticut
$3.53M +$754K +1,013 +26%
BDS
2432
Banco de Sabadell
Florida
$3.53M +$647K +869 +22%
A
2433
Argentarii
Ohio
$3.53M +$112K +150 +3%
WP
2434
Westmount Partners
California
$3.51M -$445K -598 -11%
SSC
2435
Syverson Strege & Co
Iowa
$3.5M -$216K -290 -6%
IIC
2436
Integrated Investment Consultants
Michigan
$3.49M -$1.02M -1,369 -22%
GA
2437
Guerra Advisors
Florida
$3.49M +$960K +1,290 +37%
BKA
2438
Brick & Kyle Associates
Pennsylvania
$3.49M +$3.54M +4,752 New
UAML
2439
US Asset Management LLC
Pennsylvania
$3.48M -$491K -660 -12%
RA
2440
Rockingstone Advisors
Massachusetts
$3.48M -$308K -414 -8%
SIC
2441
Shoker Investment Counsel
Ohio
$3.47M -$32.7K -44 -0.9%
RIM
2442
Redwood Investment Management
Arizona
$3.47M +$601K +808 +21%
MHWM
2443
Montz Harcus Wealth Management
Louisiana
$3.46M +$2.98K +4 +0.1%
SC
2444
Saturna Capital
Washington
$3.45M +$70.7K +95 +2%
SSA
2445
SSA Swiss Advisors
$3.44M – – –
FP
2446
Financial Perspectives
Minnesota
$3.44M +$153K +206 +5%
HNWAG
2447
High Net Worth Advisory Group
Florida
$3.41M +$55.8K +75 +2%
KCM
2448
Kerusso Capital Management
North Carolina
$3.41M +$3.46M +4,645 New
CWM
2449
Chesapeake Wealth Management
Virginia
$3.41M +$8.19K +11 +0.2%
AF
2450
Affiance Financial
Minnesota
$3.4M -$13.4K -18 -0.4%
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