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Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
2826
Blue Zone Wealth Advisors
California
$333K +$2.16K +20 +0.6%
TF
2827
Tudor Financial
Ohio
$333K +$70.1K +650 +22%
GKIM
2828
GW&K Investment Management
Massachusetts
$332K -$21.2K -197 -5%
BCM
2829
Becker Capital Management
Oregon
$332K +$31.3K +290 +9%
FSA
2830
Financial Security Advisor
Virginia
$332K -$6.47K -60 -2%
AA
2831
Addison Advisors
Vermont
$332K +$1.08K +10 +0.3%
VA
2832
Veratis Advisors
North Carolina
$331K +$467K +4,330 New
C
2833
Covestor
United Kingdom
$329K -$17.3K -160 -4%
CG
2834
Clarus Group
Texas
$328K -$64.7K -600 -15%
BCM
2835
Birch Capital Management
Texas
$328K – – –
CFA
2836
CWS Financial Advisors
Michigan
$328K – – –
E3F
2837
Eight 31 Financial
Texas
$328K – – –
MWM
2838
Mattern Wealth Management
Kansas
$328K +$5.39K +50 +1%
RFA
2839
Reyes Financial Architecture
California
$327K -$38.7K -359 -9%
ACP
2840
Arcus Capital Partners
Georgia
$327K -$3.77K -35 -1%
AF
2841
Apollon Financial
South Carolina
$326K -$3.13K -29 -0.8%
BMWM
2842
Brown Miller Wealth Management
Virginia
$326K -$290K -2,690 -44%
KDA
2843
Kraft Davis & Associates
Missouri
$326K +$20.5K +190 +6%
CWMP
2844
Clarion Wealth Managment Partners
Virginia
$325K – – –
CNWM
2845
Clay Northam Wealth Management
California
$325K +$16.2K +150 +5%
EMAM
2846
Encompass More Asset Management
California
$325K +$27.2K +252 +8%
LF
2847
Lantz Financial
Illinois
$324K +$6.47K +60 +2%
WTB
2848
Washington Trust Bank
Washington
$323K +$23.7K +220 +7%
CS
2849
Capital Square
Tennessee
$323K -$627K -5,820 -63%
FAT
2850
First American Trust
California
$322K +$35.5K +329 +11%
112 113
114
115 116