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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
3326
Landaas & Company
Wisconsin
$2.2M +$252K +1,048 +13%
SPWG
3327
Syntegra Private Wealth Group
Missouri
$2.2M +$2.2M +9,170 New
APWA
3328
Atlas Private Wealth Advisors
New Jersey
$2.2M -$133K -554 -6%
AC
3329
AlphaCore Capital
California
$2.2M +$396K +1,649 +22%
KLWA
3330
Kelly Lawrence W & Associates
California
$2.2M – – –
GWI
3331
Grace & White Inc
New York
$2.19M – – –
DCM
3332
Delta Capital Management
New Jersey
$2.19M – – –
WAM
3333
Walker Asset Management
Missouri
$2.19M +$132K +551 +6%
AR
3334
Apeiron RIA
Texas
$2.19M +$40.1K +167 +2%
MIM
3335
Merrion Investment Management
New Jersey
$2.18M -$36K -150 -2%
SB
3336
Sunflower Bank
Texas
$2.18M -$320K -1,333 -13%
TIM
3337
Tortoise Investment Management
New York
$2.18M -$220K -917 -9%
RFA
3338
Register Financial Advisors
Georgia
$2.17M +$2.17M +9,060 New
TT
3339
TI-Trust
Illinois
$2.17M +$101K +422 +5%
DG
3340
DMC Group
Alabama
$2.17M +$17.3K +72 +0.8%
CAM
3341
CenterStar Asset Management
Illinois
$2.17M – – –
GCM
3342
Goldstream Capital Management
Hong Kong
$2.17M -$101K -420 -4%
MSA
3343
McAlister Sweet & Associates
Texas
$2.16M +$36.2K +151 +2%
VWA
3344
VERITY Wealth Advisors
United States
$2.16M -$167K -697 -7%
PTC
3345
Provident Trust Company
Wisconsin
$2.16M – – –
CRI
3346
Colonial River Investments
Virginia
$2.16M +$46.3K +193 +2%
TFO
3347
Tarbox Family Office
California
$2.16M +$129K +536 +6%
EWM
3348
Evergreen Wealth Management
Michigan
$2.15M +$2.16M +8,984 New
SCFS
3349
S.C. Financial Services
Arizona
$2.15M +$203K +845 +10%
CAN
3350
Claraphi Advisory Network
United States
$2.15M +$802K +3,343 +59%
132 133
134
135 136