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Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
4151
R.W. Roge & Company
New York
$1.17M -$98.1K -297 -8%
BWA
4152
Beam Wealth Advisors
Louisiana
$1.17M +$34.7K +105 +3%
CM
4153
Columbus Macro
Pennsylvania
$1.17M -$11.6K -35 -0.9%
SFA
4154
Seneca Financial Advisors
New York
$1.17M -$32.4K -98 -3%
YAVAPFMC
4155
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.17M – – –
ITB
4156
Idaho Trust Bank
Idaho
$1.16M +$746K +2,259 +160%
HA
4157
Hofer & Associates
California
$1.16M +$81.6K +247 +7%
VPP
4158
Vertex Planning Partners
Illinois
$1.16M +$11.9K +36 +1%
TFF
4159
The Family Firm
Maryland
$1.16M -$917K -2,774 -43%
FWA
4160
FSC Wealth Advisors
New York
$1.16M +$661 +2 +0.1%
IAA
4161
Ironsides Asset Advisors
North Carolina
$1.15M – – –
JSAM
4162
J. Safra Asset Management
New York
$1.15M -$47.6K -144 -4%
T
4163
TOBAM
France
$1.15M +$135K +409 +13%
CCP
4164
Carmel Capital Partners
California
$1.14M +$482K +1,460 +68%
CPW
4165
Catalyst Private Wealth
California
$1.14M -$6.61K -20 -0.6%
CIR
4166
Clear Investment Research
Georgia
$1.14M +$36K +109 +3%
FF
4167
Francis Financial
$1.14M +$93.5K +283 +9%
AWM
4168
Avaii Wealth Management
Wisconsin
$1.14M +$24.8K +75 +2%
RFN
4169
Redwood Financial Network
Ohio
$1.14M -$268K -811 -18%
GC
4170
Giverny Capital
Quebec, Canada
$1.14M +$1.98K +6 +0.2%
WFA
4171
Wade Financial Advisory
California
$1.14M +$39.7K +120 +3%
KIC
4172
Keating Investment Counselors
Florida
$1.14M +$245K +740 +26%
AWM
4173
Act Wealth Management
Texas
$1.13M -$233K -705 -16%
DC
4174
Defender Capital
North Carolina
$1.13M +$99.5K +301 +9%
PWA
4175
PCG Wealth Advisors
Kansas
$1.13M +$991 +3 +0.1%
165 166
167
168 169