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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2251
Canvas Wealth Advisors
Kansas
$405K +$36K +92 +8%
CSIC
2252
Clifford Swan Investment Counsel
California
$405K +$49.7K +127 +12%
BFPW
2253
BOK Financial Private Wealth
Colorado
$405K +$12.5K +32 +3%
IWN
2254
Independent Wealth Network
Iowa
$405K -$87K -222 -16%
FMI
2255
F/M Investments
District of Columbia
$404K -$10.2K -26 -2%
TA
2256
TrueWealth Advisors
Alabama
$404K -$73.3K -187 -14%
BFA
2257
Bragg Financial Advisors
North Carolina
$404K – – –
JLBC
2258
J.L. Bainbridge & Co
Florida
$403K +$115K +293 +33%
ACM
2259
Aspen Capital Management
Idaho
$403K – – –
IIC
2260
Ironwood Investment Counsel
Arizona
$402K +$34.5K +88 +8%
AWA
2261
AGH Wealth Advisors
Kansas
$401K -$49K -125 -10%
BA
2262
Bluesphere Advisors
Pennsylvania
$401K +$465K +1,187 New
DC
2263
DeDora Capital
California
$401K – – –
FA
2264
Fedenia Advisers
Wisconsin
$399K -$3.92M -10,006 -89%
CPW
2265
Cove Private Wealth
New York
$399K – – –
MB
2266
MidFirst Bank
Oklahoma
$398K -$107K -274 -19%
WHG
2267
Westwood Holdings Group
Texas
$398K -$35.1M -89,559 -99%
MWA
2268
Meridian Wealth Advisors
Texas
$398K +$461K +1,177 New
FGP
2269
Freestone Grove Partners
California
$397K -$21M -53,540 -98%
CP
2270
Clarendon Private
Massachusetts
$397K +$460K +1,174 New
FA
2271
Fiducient Advisors
Illinois
$395K – – –
CIS
2272
Continental Investors Services
Washington
$394K +$194K +496 New
DW30
2273
Drucker Wealth 3.0
New Jersey
$393K +$95.2K +243 +26%
HIF
2274
Hill Island Financial
Michigan
$393K +$178K +454 +64%
CAC
2275
Core Alternative Capital
Georgia
$392K +$81.5K +208 +22%
89 90
91
92 93