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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
3351
Crawford Investment Counsel
Georgia
$4.22M -$175K -955 -4%
RFS
3352
Richardson Financial Services
Massachusetts
$4.22M +$208K +1,136 +5%
BWAM
3353
Boyd Watterson Asset Management
Ohio
$4.22M – – –
NG
3354
Navigation Group
California
$4.21M +$4.43M +24,131 New
PIAS
3355
PCA Investment Advisory Services
Ohio
$4.21M +$21.1K +115 +0.5%
FA
3356
FDx Advisors
Illinois
$4.2M +$4.42M +24,096 New
IA
3357
Inspire Advisors
Idaho
$4.2M +$1.01M +5,483 +29%
SWA
3358
Strata Wealth Advisors
Texas
$4.2M +$1.28K +7 +0%
ISFAN
3359
Investor's Fiduciary Advisor Network
Washington
$4.19M +$336K +1,829 +8%
RWM
3360
Riverbend Wealth Management
South Carolina
$4.19M +$144K +786 +3%
WPC
3361
White Pine Capital
Minnesota
$4.19M -$21.5K -117 -0.5%
GRWP
3362
Green Ridge Wealth Planning
New Jersey
$4.18M +$100K +546 +2%
SI
3363
Scharf Investments
California
$4.18M -$1.82M -9,918 -29%
MC
3364
Matters Capital
Florida
$4.18M +$917 +5 +0%
QA
3365
Quattro Advisors
Pennsylvania
$4.17M +$126K +685 +3%
GCM
3366
Goldstream Capital Management
Hong Kong
$4.17M -$32.8M -178,555 -88%
WSA
3367
Wealth Science Advisors
Georgia
$4.17M – – –
NFA
3368
Northern Financial Advisors
Michigan
$4.17M +$1.23M +6,693 +39%
AIP
3369
Almanack Investment Partners
Pennsylvania
$4.17M -$104K -568 -2%
CA
3370
Clune & Associates
Illinois
$4.17M -$3.67K -20 -0.1%
SLT
3371
St Louis Trust
Missouri
$4.16M -$87.7K -478 -2%
PAS
3372
Parsonex Advisory Services
Colorado
$4.16M -$157K -858 -3%
BCM
3373
Buckhead Capital Management
Georgia
$4.16M +$3.37M +18,373 +335%
AWS
3374
Arkfeld Wealth Strategies
Nebraska
$4.16M -$57.1K -311 -1%
MWM
3375
Manske Wealth Management
Texas
$4.16M +$2.34M +12,767 +115%
133 134
135
136 137