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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1376
Patron Partners
Texas
$651K +$50.1K +260 +7%
AAS
1377
Annex Advisory Services
Wisconsin
$650K -$20.4M -105,655 -96%
OWA
1378
Outlook Wealth Advisors
Texas
$650K -$19.3K -100 -2%
SFP
1379
Sandbox Financial Partners
Maryland
$646K +$67.5K +350 +9%
BGA
1380
Battery Global Advisors
Massachusetts
$642K – – –
CIC
1381
Cornercap Investment Counsel
Georgia
$640K -$7.71K -40 -1%
SCP
1382
Sivia Capital Partners
California
$639K +$319K +1,655 +70%
NIP
1383
Nicholas Investment Partners
California
$638K -$1.93M -10,020 -71%
SDIC
1384
South Dakota Investment Council
South Dakota
$637K – – –
EWM
1385
Evermay Wealth Management
Virginia
$637K -$8.67K -45 -1%
PWPS
1386
Pinnacle Wealth Planning Services
Ohio
$635K -$4.82K -25 -0.6%
CG
1387
Cynosure Group
Utah
$635K +$59.8K +310 +8%
SPA
1388
Sherbrooke Park Advisers
New York
$631K +$348K +1,805 +84%
CWS
1389
Confluence Wealth Services
Pennsylvania
$628K +$397K +2,060 +114%
SC
1390
Sapient Capital
Indiana
$627K -$9.65M -50,070 -93%
IC
1391
Iconiq Capital
California
$626K -$55.9K -290 -7%
PW
1392
Paladin Wealth
Minnesota
$626K +$111K +575 +17%
EAM
1393
EdenTree Asset Management
United Kingdom
$625K – – –
BI
1394
BlueSpruce Investments
Illinois
$624K -$34.7K -180 -4%
HPC
1395
HM Payson & Co
Maine
$623K +$96.4K +500 +15%
DWM
1396
Drive Wealth Management
Utah
$621K -$7.71K -40 -1%
NWAG
1397
Net Worth Advisory Group
Utah
$619K -$54.9K -285 -7%
LAM
1398
Lewis Asset Management
California
$619K -$16.4K -85 -2%
PFG
1399
Prosperity Financial Group
California
$619K -$22.2K -115 -3%
MWM
1400
Mindset Wealth Management
Indiana
$611K +$82.9K +430 +13%
54 55
56
57 58