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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3301
TAGStone Capital
North Carolina
$5.22M +$704K +3,424 +15%
CAL
3302
Capital Advisors Ltd
Ohio
$5.21M -$60K -292 -1%
RWM
3303
Riverbend Wealth Management
South Carolina
$5.2M +$407K +1,980 +8%
PCM
3304
Pavaki Capital Management
Colorado
$5.2M +$2.06M +10,000 +63%
BFC
3305
Bedel Financial Consulting
Indiana
$5.2M +$151K +732 +3%
JDLA
3306
J. Derek Lewis & Associates
California
$5.19M -$114K -556 -2%
PWP
3307
Prasad Wealth Partners
Ohio
$5.18M -$63.3K -308 -1%
EPW
3308
Endeavor Private Wealth
Kansas
$5.18M +$1.59M +7,757 +43%
QCIG
3309
Quad-Cities Investment Group
Iowa
$5.17M -$4.93K -24 -0.1%
TIM
3310
Tevis Investment Management
Texas
$5.16M +$306K +1,487 +6%
SPW
3311
Sonoma Private Wealth
California
$5.16M -$43.4K -211 -0.8%
WM
3312
Whitford Management
New York
$5.15M +$542K +2,636 +11%
MC
3313
Machina Capital
France
$5.14M +$3.11M +15,132 +143%
NCTC
3314
New Covenant Trust Company
Indiana
$5.14M +$421K +2,050 +9%
FLI
3315
Family Legacy Inc
South Carolina
$5.14M +$21K +102 +0.4%
BRWM
3316
Blue Rock Wealth Management
North Carolina
$5.14M +$144K +700 +3%
IWA
3317
IVC Wealth Advisors
Pennsylvania
$5.13M -$25.7K -125 -0.5%
BHWM
3318
Beaird Harris Wealth Management
Texas
$5.13M +$183K +890 +4%
BCM
3319
Buckhead Capital Management
Georgia
$5.13M +$363K +1,764 +7%
GI
3320
GS Investments
Minnesota
$5.12M -$2.1M -10,215 -29%
SWA
3321
Strata Wealth Advisors
Texas
$5.12M +$315K +1,533 +6%
GWM
3322
Gilpin Wealth Management
Colorado
$5.11M -$224K -1,088 -4%
OFW
3323
Omnia Family Wealth
Florida
$5.11M +$74.6K +363 +1%
BWM
3324
Bluebird Wealth Management
Massachusetts
$5.11M +$220K +1,068 +4%
FNT
3325
First Nebraska Trust
Nebraska
$5.11M +$41.7K +203 +0.8%
131 132
133
134 135