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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
3076
Panoramic Capital Partners
Oregon
$4.8M +$108K +621 +2%
PCH
3077
PGIM Custom Harvest
New Jersey
$4.79M -$944K -5,413 -17%
RA
3078
Rise Advisors
New York
$4.79M -$16.9K -97 -0.4%
PFM
3079
Peak Financial Management
Massachusetts
$4.78M +$113K +649 +3%
PA
3080
PFW Advisors
Georgia
$4.78M +$210K +1,203 +5%
SIA
3081
SeaBridge Investment Advisors
New Jersey
$4.76M +$17.4K +100 +0.4%
FWC
3082
First Washington Corp
Washington
$4.76M -$9.24K -53 -0.2%
HP
3083
Hartree Partners
New York
$4.76M +$1.66M +9,500 +59%
WAOTB
3084
Wealth Advisors of Tampa Bay
Florida
$4.75M +$207K +1,185 +5%
HWM
3085
Hemington Wealth Management
Virginia
$4.75M +$338K +1,938 +8%
KW
3086
Keyvantage Wealth
Pennsylvania
$4.74M +$155K +888 +4%
FPF
3087
First Pacific Financial
Washington
$4.74M -$119K -685 -3%
TCOO
3088
Trust Company of Oklahoma
Oklahoma
$4.73M +$276K +1,586 +7%
GFPC
3089
Global Financial Private Client
Florida
$4.73M +$212K +1,216 +5%
RLWM
3090
RF&L Wealth Management
Massachusetts
$4.72M +$47.6K +273 +1%
XSC
3091
X-Square Capital
Puerto Rico
$4.72M -$689K -3,955 -14%
FFAM
3092
Forge First Asset Management
Canada
$4.71M -$9.95M -57,100 -69%
QCIG
3093
Quad-Cities Investment Group
Iowa
$4.71M -$47.2K -271 -1%
FC
3094
Fjell Capital
North Dakota
$4.71M -$49.3K -283 -1%
WIM
3095
Warwick Investment Management
Texas
$4.71M +$643K +3,690 +17%
HCP
3096
Holt Capital Partners
Texas
$4.71M +$26.1K +150 +0.6%
LFA
3097
Laraway Financial Advisors
Minnesota
$4.71M -$157K -900 -3%
IIA
3098
ICW Investment Advisors
Arizona
$4.71M +$612K +3,510 +16%
NWWA
3099
New Wave Wealth Advisors
Arkansas
$4.71M +$78.6K +451 +2%
IWA
3100
IVC Wealth Advisors
Pennsylvania
$4.7M +$152K +871 +4%
122 123
124
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