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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1701
Kercheville Advisors
Texas
$366K – – –
OL
1702
one8zero8 LLC
North Carolina
$366K +$349K +1,725 New
MWM
1703
Modern Wealth Management
Kansas
$365K +$14.2K +70 +4%
DOA
1704
D'Orazio & Associates
Virginia
$363K +$13.2K +65 +4%
LF
1705
Lantz Financial
Illinois
$362K -$43.6K -215 -11%
CPIA
1706
Cornell Pochily Investment Advisors
New York
$362K – – –
ACS
1707
Archford Capital Strategies
Illinois
$362K +$5.06K +25 +1%
OWP
1708
Obermeyer Wealth Partners
Colorado
$360K +$41.5K +205 +14%
RP
1709
Regal Partners
Australia
$360K +$344K +1,700 New
SW
1710
SteelPeak Wealth
California
$357K +$341K +1,685 New
RSWM
1711
Robertson Stephens Wealth Management
California
$357K -$874K -4,315 -72%
CHA
1712
Cooper/Haims Advisors
New York
$357K – – –
TFIPS
1713
Towarzystwo Funduszy Inwestycyjnych PZU SA
$356K +$10.1K +50 +3%
EW
1714
Evexia Wealth
Wisconsin
$356K +$358K +1,765 New
MWM
1715
Modera Wealth Management
New Jersey
$355K +$62.8K +310 +23%
BW
1716
Bison Wealth
Georgia
$353K -$732K -3,615 -68%
TW
1717
Traveka Wealth
California
$352K +$9.12K +45 +3%
AWC
1718
Abundance Wealth Counselors
Pennsylvania
$350K +$90.1K +445 +37%
NPA
1719
Nichols & Pratt Advisers
Massachusetts
$350K – – –
FM
1720
Family Management
New York
$349K +$1.01K +5 +0.3%
PGWM
1721
Parisi Gray Wealth Management
New Jersey
$348K +$19.2K +95 +6%
WP
1722
WMS Partners
Maryland
$348K +$332K +1,640 New
NCM
1723
Northside Capital Management
Oregon
$346K – – –
ACM
1724
Armbruster Capital Management
New York
$346K +$8.1K +40 +3%
JCM
1725
Jacobsen Capital Management
Utah
$345K +$2.03K +10 +0.6%
67 68
69
70 71