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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1851
Cerro Pacific Wealth Advisors
California
$11.4M -$135K -976 -1%
CS
1852
Cannell & Spears
New York
$11.4M +$41.1K +298 +0.4%
SCM
1853
Schnieders Capital Management
California
$11.4M +$374K +2,715 +3%
SFP
1854
Shepherd Financial Partners
Massachusetts
$11.4M +$1.12M +8,161 +11%
SAM
1855
S.A. Mason
Michigan
$11.4M -$899K -6,519 -7%
JCM
1856
Jacobi Capital Management
Pennsylvania
$11.4M -$400K -2,903 -3%
NB
1857
Nicolet Bankshares
Wisconsin
$11.4M -$17.5K -127 -0.1%
MW
1858
Marcum Wealth
Ohio
$11.3M +$38.9K +282 +0.3%
FBFS
1859
First Business Financial Services
Wisconsin
$11.3M +$335K +2,429 +3%
WPC
1860
Waters Parkerson & Co
Louisiana
$11.3M +$1.43M +10,352 +14%
SWM
1861
StoneCrest Wealth Management
Arizona
$11.3M -$80.2K -582 -0.7%
VIA
1862
Victrix Investment Advisors
Florida
$11.3M +$11.6M +84,028 New
CWM
1863
Circle Wealth Management
New Jersey
$11.3M -$1.3M -9,424 -10%
WI
1864
WrapManager Inc
California
$11.3M +$334K +2,425 +3%
MIM
1865
Moseley Investment Management
Florida
$11.3M -$2.46M -17,850 -18%
FLP
1866
Financial Life Planners
Arizona
$11.3M +$11.5M +83,790 New
GAM
1867
Griffin Asset Management
New York
$11.2M -$1.79M -12,999 -13%
SWC
1868
Spectrum Wealth Counsel
Indiana
$11.2M +$201K +1,461 +2%
AWC
1869
Abundance Wealth Counselors
Pennsylvania
$11.2M +$478K +3,468 +4%
CQWA
1870
Chokshi & Queen Wealth Advisors
California
$11.2M +$11.5M +83,564 New
ST
1871
Smithfield Trust
Pennsylvania
$11.2M -$107K -775 -0.9%
WP
1872
Westmount Partners
California
$11.2M +$287K +2,081 +3%
BPAMU
1873
BTG Pactual Asset Management US
New York
$11.1M -$2.04M -14,768 -15%
EIA
1874
Eastover Investment Advisors
North Carolina
$11.1M -$311K -2,258 -3%
GAA
1875
Global Assets Advisory
Florida
$11.1M -$617K -4,474 -5%
73 74
75
76 77