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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3526
RBO & Co
California
$4.07M – – –
AWMT
3527
AAFMAA Wealth Management & Trust
North Carolina
$4.07M +$738K +1,822 +23%
TCM
3528
Tributary Capital Management
Nebraska
$4.07M -$52.6K -130 -1%
IWP
3529
Invenio Wealth Partners
Florida
$4.07M +$187K +462 +5%
CFO
3530
Capitol Family Office
Oregon
$4.06M +$29.6K +73 +0.8%
BC
3531
Barrett & Company
Rhode Island
$4.05M -$228K -562 -6%
AWA
3532
Alta Wealth Advisors
Massachusetts
$4.05M +$44.9K +111 +1%
PIM
3533
Pullen Investment Management
Florida
$4.05M +$3.9M +9,633 New
CRA
3534
Clear Rock Advisors
Texas
$4.05M +$36.4K +90 +0.9%
MWM
3535
Massachusetts Wealth Management
Massachusetts
$4.05M +$48.6K +120 +1%
ACM
3536
Advance Capital Management
Michigan
$4.04M +$83.4K +206 +2%
PTCG
3537
Pring Turner Capital Group
California
$4.04M -$2.83K -7 -0.1%
GWM
3538
Gibbs Wealth Management
Georgia
$4.04M +$3.89M +9,604 New
AIFAIM
3539
American Institute for Advanced Investment Management
Arizona
$4.04M -$18.6K -46 -0.5%
WCAMG
3540
Woodard & Company Asset Management Group
North Carolina
$4.04M +$50.2K +124 +1%
GA
3541
Goldstein Advisors
Wisconsin
$4.04M +$2.02K +5 +0.1%
CFSG
3542
Clark Financial Services Group
Missouri
$4.02M +$410K +1,013 +12%
BWM
3543
BlackDiamond Wealth Management
New York
$4.02M +$142K +352 +4%
S
3544
Sachetta
Massachusetts
$4M – – –
MA
3545
MBA Advisors
Pennsylvania
$3.99M -$43.7K -108 -1%
RWPA
3546
Richard W. Paul & Associates
Michigan
$3.99M -$280K -691 -7%
AWAP
3547
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.98M -$45.7K -113 -1%
FCM
3548
Fairbanks Capital Management
California
$3.98M -$46.1K -114 -1%
WM
3549
Whitford Management
New York
$3.97M -$14.8M -36,647 -80%
ACM
3550
Arvin Capital Management
Texas
$3.97M -$1.74M -4,292 -31%
140 141
142
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