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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3076
Primoris Wealth Advisors
Florida
$2.58M -$1.14M -8,985 -27%
TIM
3077
Tevis Investment Management
Texas
$2.57M – – –
PSP
3078
Pacific Sage Partners
Washington
$2.57M -$3.8K -30 -0.1%
RHP
3079
Royal Harbor Partners
Texas
$2.57M -$161K -1,273 -5%
BL
3080
Balentine LLC
Georgia
$2.57M -$94K -742 -3%
MWM
3081
Marion Wealth Management
Pennsylvania
$2.57M -$131K -1,035 -4%
DWM
3082
Darwin Wealth Management
Florida
$2.57M – – –
HCWM
3083
Hidden Cove Wealth Management
Washington
$2.57M +$14.4K +114 +0.5%
SWG
3084
Summit Wealth Group
Vermont
$2.57M +$37.5K +296 +1%
ACM
3085
Ayrshire Capital Management
Connecticut
$2.56M +$2.44M +19,269 +442%
NWM
3086
Napa Wealth Management
California
$2.56M +$15.1K +119 +0.5%
LWM
3087
Lodestone Wealth Management
Washington
$2.56M +$49.9K +394 +2%
BIA
3088
Bigelow Investment Advisors
Maine
$2.56M +$16.4K +129 +0.5%
AA
3089
Argent Advisors
Louisiana
$2.55M +$2.74M +21,605 +1,102%
AWS
3090
Arkfeld Wealth Strategies
Nebraska
$2.55M -$38.1K -301 -1%
CIC
3091
Crawford Investment Counsel
Georgia
$2.55M -$53.4K -421 -2%
TI
3092
TrueMark Investments
Illinois
$2.55M -$558K -4,404 -16%
RRA
3093
Round Rock Advisors
Connecticut
$2.54M -$168K -1,322 -5%
BFC
3094
Bedel Financial Consulting
Indiana
$2.54M -$90.1K -711 -3%
RWM
3095
Rialto Wealth Management
New York
$2.54M +$50.3K +397 +2%
AIFS
3096
A&I Financial Services
Colorado
$2.53M – – –
SGK
3097
Steigerwald Gordon & Koch
Virginia
$2.52M +$10.8K +85 +0.4%
BCG
3098
BayBridge Capital Group
California
$2.52M -$47.4K -374 -2%
TGAM
3099
TBH Global Asset Management
Tennessee
$2.52M +$1.01M +7,960 +52%
MWA
3100
Motive Wealth Advisors
Michigan
$2.52M -$205K -1,617 -7%
122 123
124
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