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Name Holding Trade Value Shares
Change 		Change in
Stake
RSA
1601
River Street Advisors
Illinois
$223K +$208K +1,415 New
CA
1602
Crewe Advisors
Utah
$221K +$52.1K +355 +34%
B
1603
Bellecapital
Switzerland
$221K – – –
BWM
1604
Blossom Wealth Management
California
$220K – – –
PMFA
1605
Plante Moran Financial Advisors
Michigan
$220K – – –
T
1606
Tidemark
California
$220K – – –
RBC
1607
Roble Belko & Company
Pennsylvania
$220K – – –
SFG
1608
SevenBridge Financial Group
Pennsylvania
$219K +$202K +1,380 New
NRG
1609
Nemes Rush Group
Michigan
$218K +$80.7K +550 +66%
ANTB
1610
AMG National Trust Bank
Colorado
$217K -$21.3K -145 -10%
DA
1611
DSC Advisors
Illinois
$217K -$16.1K -110 -7%
AWA
1612
Amplius Wealth Advisors
Pennsylvania
$217K -$6.6K -45 -3%
LFG
1613
Larson Financial Group
Missouri
$217K -$2.94K -20 -1%
MSA
1614
Marino Stram & Associates
Massachusetts
$217K +$202K +1,380 New
WP
1615
Westmount Partners
California
$217K -$55K -375 -21%
FAM
1616
Formidable Asset Management
Ohio
$216K +$36K +245 +22%
WWS
1617
Wellington Wealth Strategies
Indiana
$216K +$202K +1,375 New
IWP
1618
Insight Wealth Partners
Texas
$215K +$200K +1,365 New
OWA
1619
Opal Wealth Advisors
New York
$213K -$17.6K -120 -8%
TFIPS
1620
Towarzystwo Funduszy Inwestycyjnych PZU SA
$213K – – –
SIMG
1621
Sonora Investment Management Group
Arizona
$213K – – –
NF
1622
Nvest Financial
New Hampshire
$212K +$198K +1,350 New
PFA
1623
Pathway Financial Advisors
Vermont
$212K – – –
EL
1624
EWA LLC
Pennsylvania
$211K +$202K +1,380 New
KL
1625
KilterHowling LLC
Colorado
$211K – – –
63 64
65
66 67