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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2726
Blackhawk Capital Partners
Wisconsin
$3.13M +$765K +7,562 +42%
BWM
2727
Birchcreek Wealth Management
Ohio
$3.13M -$759K -7,507 -23%
SRC
2728
Sage Rhino Capital
California
$3.12M +$69.5K +687 +3%
PWMA
2729
Pension & Wealth Management Advisors
Massachusetts
$3.12M -$95.7K -947 -4%
OLVIG
2730
Oliver Lagore Vanvalin Investment Group
Michigan
$3.12M +$774K +7,657 +44%
AWMT
2731
AAFMAA Wealth Management & Trust
North Carolina
$3.12M +$1.39M +13,716 +119%
DIP
2732
DT Investment Partners
Pennsylvania
$3.12M +$193K +1,910 +8%
NEWAS
2733
N.E.W. Advisory Services
Wisconsin
$3.12M +$171K +1,695 +7%
PCMC
2734
Private Capital Management (Colorado)
Colorado
$3.09M +$128K +1,263 +5%
NM
2735
NWI Management
New York
$3.09M -$57.6M -570,000 -96%
RA
2736
Rise Advisors
New York
$3.09M -$18.8K -186 -0.7%
PL
2737
Parthenon LLC
Kentucky
$3.08M -$354K -3,500 -12%
PRWA
2738
Platte River Wealth Advisors
Colorado
$3.08M – – –
IP
2739
Investment Partners
Ohio
$3.08M +$145K +1,436 +6%
AMM
2740
American Money Management
California
$3.07M -$2.26M -22,344 -47%
BOM
2741
Bank of Marin
California
$3.07M +$191K +1,890 +8%
SPWG
2742
Syntegra Private Wealth Group
Missouri
$3.07M +$190K +1,884 +8%
KIA
2743
Kraematon Investment Advisors
Massachusetts
$3.07M +$34.5K +341 +1%
DWM
2744
Dechtman Wealth Management
Colorado
$3.07M +$82K +811 +3%
PCH
2745
PGIM Custom Harvest
New Jersey
$3.07M +$200K +1,979 +9%
KA
2746
Klingman & Associates
New York
$3.06M +$134K +1,321 +6%
TAM
2747
Townsend Asset Management
North Carolina
$3.06M -$114K -1,130 -4%
FWM
2748
FFT Wealth Management
Pennsylvania
$3.05M +$395K +3,907 +19%
SA
2749
SRN Advisors
Pennsylvania
$3.05M +$733K +7,246 +41%
SGK
2750
Steigerwald Gordon & Koch
Virginia
$3.05M +$42.5K +420 +2%
108 109
110
111 112