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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
3751
Clifford Group
Massachusetts
$1.58M +$26.8K +105 +2%
PSCM
3752
Per Stirling Capital Management
Texas
$1.58M -$1.2M -4,700 -46%
WJA
3753
Willis Johnson & Associates
Texas
$1.58M +$49K +192 +4%
BFA
3754
BMS Financial Advisors
South Dakota
$1.58M +$144K +563 +11%
KGC
3755
Kennon-Green & Company
Ohio
$1.58M +$749K +2,935 +115%
DIA
3756
Dean Investment Associates
Ohio
$1.58M -$61.2K -240 -4%
EHAM
3757
Eagle Harbor Asset Management
Washington
$1.58M +$25.5K +100 +2%
RWMH
3758
Riverpoint Wealth Management Holdings
Illinois
$1.58M +$3.06K +12 +0.2%
LWM
3759
Lionsbridge Wealth Management
Florida
$1.58M +$3.83K +15 +0.3%
DSA
3760
Droms Strauss Advisors
Missouri
$1.57M +$3.83K +15 +0.3%
OCPWS
3761
One Charles Private Wealth Services
Massachusetts
$1.57M +$24.5K +96 +2%
APWM
3762
Atlas Private Wealth Management
New York
$1.57M +$290K +1,136 +26%
TBC
3763
Ted Buchan & Co
California
$1.57M +$529K +2,074 +62%
SDAM
3764
Shulman DeMeo Asset Management
New York
$1.56M +$4.85K +19 +0.4%
TC
3765
TAP Consulting
Missouri
$1.56M +$34.9K +137 +3%
TWM
3766
Tanager Wealth Management
United Kingdom
$1.55M -$531K -2,083 -28%
WLPWM
3767
Walled Lake Planning & Wealth Management
Illinois
$1.55M +$813K +3,187 +145%
4WM
3768
4J Wealth Management
Virginia
$1.55M -$43.6K -171 -3%
WA
3769
Wealthstream Advisors
New York
$1.55M +$55.9K +219 +4%
OWM
3770
Orgel Wealth Management
Wisconsin
$1.55M +$255 +1 +0%
RPA
3771
Rock Point Advisors
Vermont
$1.55M -$120K -469 -8%
FAFN
3772
First Affirmative Financial Network
Colorado
$1.54M +$64.5K +253 +5%
CWM
3773
CarsonAllaria Wealth Management
Illinois
$1.54M -$51K -200 -4%
CP
3774
Castleview Partners
Texas
$1.54M -$13.5K -53 -1%
PG
3775
Prostatis Group
Maryland
$1.54M -$138K -541 -10%
149 150
151
152 153