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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2951
Weinberger Asset Management
California
$1.6M -$178K -2,460 -12%
EM
2952
Excalibur Management
Massachusetts
$1.6M -$221K -3,050 -15%
BONST
2953
Bank of Nova Scotia Trust
Ontario, Canada
$1.6M -$389K -5,370 -23%
SCA
2954
Sandy Cove Advisors
Massachusetts
$1.6M +$65.2K +900 +5%
ES
2955
Eagle Strategies
New York
$1.59M -$4.04M -55,700 -76%
DA
2956
DCM Advisors
New York
$1.59M -$333K -4,600 -21%
OLVIG
2957
Oliver Lagore Vanvalin Investment Group
Michigan
$1.59M +$951K +13,120 +294%
HGWM
2958
Horst & Graben Wealth Management
Oregon
$1.59M -$179K -2,470 -12%
VWM
2959
Valley Wealth Managers
New Jersey
$1.58M +$241K +3,320 +23%
CSIA
2960
Charles Schwab Investment Advisory
California
$1.58M +$423K +5,830 +50%
AWA
2961
Amplius Wealth Advisors
Pennsylvania
$1.58M -$65.2K -900 -5%
GFG
2962
Goldstone Financial Group
Illinois
$1.58M -$77.6K -1,070 -6%
RTC
2963
Riverview Trust Company
Washington
$1.58M +$180K +2,480 +17%
SA
2964
SRN Advisors
Pennsylvania
$1.58M -$704K -9,710 -36%
NCTC
2965
New Covenant Trust Company
Indiana
$1.58M +$1.27M +17,460 New
BEW
2966
Burton Enright Welch
California
$1.58M -$69.6K -960 -5%
GFPC
2967
Global Financial Private Client
Florida
$1.57M -$156K -2,150 -11%
FFWA
2968
FRG Family Wealth Advisors
Washington
$1.57M +$41.3K +570 +3%
UBV
2969
United Bank (Virginia)
Virginia
$1.57M +$24.6K +340 +2%
FA
2970
Forefront Analytics
Pennsylvania
$1.57M -$725 -10 -0.1%
FWS
2971
FinDec Wealth Services
California
$1.57M +$783K +10,800 +165%
MIC
2972
Meridian Investment Counsel
California
$1.56M -$84.1K -1,160 -6%
GWP
2973
Gateway Wealth Partners
Wisconsin
$1.56M +$90.6K +1,250 +8%
A
2974
AJOVista
Massachusetts
$1.56M – – –
PJWM
2975
Philip James Wealth Mangement
Georgia
$1.56M -$99.3K -1,370 -7%
117 118
119
120 121