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Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
2751
Summit Place Financial Advisors
New Jersey
$5.75M -$333K -1,007 -5%
SWA
2752
Sax Wealth Advisors
New Jersey
$5.75M +$968K +2,929 +19%
SFG
2753
StrategIQ Financial Group
Indiana
$5.74M +$122K +368 +2%
MCP
2754
Martin Capital Partners
Oregon
$5.73M -$201K -609 -3%
TWM
2755
Thrive Wealth Management
Pennsylvania
$5.73M -$195K -591 -3%
BWP
2756
BSW Wealth Partners
Colorado
$5.72M -$1.55M -4,682 -21%
AI
2757
Accredited Investors
Minnesota
$5.72M +$114K +344 +2%
CST
2758
Charles Schwab Trust
Nevada
$5.71M +$753K +2,280 +14%
SPWM
2759
Schrum Private Wealth Management
Florida
$5.71M -$2.31K -7 -0%
MC
2760
Mathes Company
New York
$5.71M -$197K -595 -3%
PWS
2761
Peloton Wealth Strategists
Indiana
$5.7M -$766K -2,318 -11%
JGIA
2762
Jackson Grant Investment Advisers
Connecticut
$5.7M +$2.64K +8 +0%
AGP
2763
Autumn Glory Partners
Texas
$5.69M +$700K +2,119 +13%
MUAMU
2764
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.68M -$1.32M -4,000 -18%
CA
2765
CV Advisors
Florida
$5.68M +$47.6K +144 +0.8%
RA
2766
RiverPark Advisors
New York
$5.67M – – –
1W
2767
1776 Wealth
Georgia
$5.67M +$300K +908 +5%
ACG
2768
Allen Capital Group
Nebraska
$5.67M +$164K +497 +3%
PWA
2769
Provenance Wealth Advisors
Florida
$5.66M +$5.93M +17,931 New
UBG
2770
United Bank (Georgia)
Georgia
$5.66M -$134K -406 -2%
TVWM
2771
Tower View Wealth Management
Wisconsin
$5.65M +$401K +1,214 +7%
SNBOSCI
2772
Security National Bank of Sioux City Iowa
Iowa
$5.65M -$117K -355 -2%
PAM
2773
Paradigm Asset Management
New York
$5.65M -$264K -800 -4%
RCA
2774
Ranch Capital Advisors
Florida
$5.65M -$61.8K -187 -1%
CG
2775
Corundum Group
Colorado
$5.64M -$305K -922 -5%
109 110
111
112 113