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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3376
SSI Investment Management
California
$4.98M -$2.56K -6 -0.1%
KW
3377
KWB Wealth
California
$4.98M -$349K -817 -7%
TAM
3378
Todd Asset Management
Kentucky
$4.97M – – –
IPW
3379
IronBridge Private Wealth
Texas
$4.97M -$2.75M -6,441 -36%
KIG
3380
Kessler Investment Group
Indiana
$4.97M +$274K +640 +6%
TCWM
3381
Total Clarity Wealth Management
Illinois
$4.96M -$1.02M -2,384 -17%
BCM
3382
Brookmont Capital Management
Texas
$4.96M -$119K -279 -2%
CS
3383
Crescent Sterling
Louisiana
$4.96M -$130K -305 -3%
OFW
3384
Omnia Family Wealth
Florida
$4.95M +$277K +649 +6%
CRI
3385
Colonial River Investments
Virginia
$4.95M -$4.59M -10,732 -48%
MIA
3386
MeadowBrook Investment Advisors
Michigan
$4.94M +$15.8K +37 +0.3%
BCPE
3387
Bain Capital Public Equity
Massachusetts
$4.94M +$1.37M +3,211 +39%
DI
3388
DAGCO Inc
Ohio
$4.93M -$106K -249 -2%
PWSG
3389
Pacific Wealth Strategies Group
California
$4.93M +$610K +1,427 +14%
W
3390
Wealthquest
Ohio
$4.93M -$95.8K -224 -2%
BIA
3391
Bigelow Investment Advisors
Maine
$4.92M -$28.2K -66 -0.6%
PWM
3392
Proathlete Wealth Management
Florida
$4.91M +$427 +1 +0%
PCM
3393
Palouse Capital Management
Washington
$4.91M -$146K -342 -3%
GSWM
3394
Greenup Street Wealth Management
Michigan
$4.9M +$342K +799 +8%
BWA
3395
Burt Wealth Advisors
Maryland
$4.9M -$52.6K -123 -1%
RHP
3396
Royal Harbor Partners
Texas
$4.89M +$76.9K +180 +2%
TWP
3397
Triad Wealth Partners
Kansas
$4.89M +$607K +1,421 +14%
S
3398
Sachetta
Massachusetts
$4.89M +$182K +425 +4%
TI
3399
tru Independence
Oregon
$4.88M +$34.6K +81 +0.7%
OWMIAS
3400
One Wealth Management Investment & Advisory Services
Florida
$4.87M -$44.8M -104,730 -90%
134 135
136
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