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Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
1726
Zions Bancorporation, National Association
Utah
$19.2M -$23M -55,074 -52%
PFA
1727
Perryman Financial Advisory
Texas
$19.2M +$144K +344 +0.7%
AOWM
1728
Alpha Omega Wealth Management
Virginia
$19.2M -$156K -374 -0.7%
APP
1729
Avantax Planning Partners
Iowa
$19.1M +$4.24M +10,139 +24%
HW
1730
Hedeker Wealth
Illinois
$19.1M +$1.86M +4,453 +9%
HCP
1731
Hamilton Capital Partners
Georgia
$19.1M +$6.36M +15,204 +42%
VST
1732
Van Strum & Towne
California
$19.1M -$452K -1,080 -2%
RP
1733
Rowlandmiller & Partners
Georgia
$19M +$1.36M +3,256 +7%
WTA
1734
Washington Trust Advisors
Massachusetts
$19M +$1.94M +4,642 +10%
GM
1735
GeoWealth Management
Illinois
$19M +$1.35M +3,236 +7%
SGI
1736
Summit Global Investments
Utah
$19M +$2.86M +6,827 +15%
CAM
1737
Cypress Asset Management
Texas
$18.9M -$560K -1,338 -3%
MWM
1738
Mattern Wealth Management
Kansas
$18.9M +$146K +350 +0.7%
HI
1739
Humankind Investments
New York
$18.9M +$10.6M +25,300 +98%
AWMS
1740
Advocacy Wealth Management Services
Georgia
$18.9M +$2.28M +5,441 +12%
MSFP
1741
Mark Sheptoff Financial Planning
Connecticut
$18.9M -$1.02M -2,437 -5%
CFP
1742
Catalyst Financial Partners
Massachusetts
$18.8M +$1.32M +3,154 +7%
MAM
1743
Mystic Asset Management
Rhode Island
$18.8M +$108K +257 +0.5%
WI
1744
Whitebark Investors
Nevada
$18.8M – – –
SIC
1745
Sigma Investment Counselors
Michigan
$18.8M +$216K +516 +1%
BCM
1746
Bourgeon Capital Management
Connecticut
$18.8M +$2.25M +5,379 +12%
CCM
1747
Condor Capital Management
New Jersey
$18.8M +$506K +1,210 +2%
KFGK
1748
Keystone Financial Group (Kentucky)
Kentucky
$18.7M +$554K +1,324 +3%
ERIC
1749
Eagle Rock Investment Company
Georgia
$18.7M +$756K +1,806 +4%
ERWM
1750
Elk River Wealth Management
Colorado
$18.7M +$46.4K +111 +0.2%
68 69
70
71 72