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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
2051
Valmark Advisers
Ohio
$1.08M +$79.8K +3,180 +9%
WANY
2052
Wealthspire Advisors (New York)
New York
$1.08M -$3.39M -135,100 -77%
CSB
2053
City State Bank
Iowa
$1.08M – – –
GGS
2054
Galvin Gaustad & Stein
Arizona
$1.08M +$340K +13,550 +52%
EF
2055
Empowered Funds
Pennsylvania
$1.08M +$197K +7,840 +25%
KNW
2056
Kesler Norman & Wride
Utah
$1.07M -$52.7K -2,100 -5%
OPWM
2057
Oakwell Private Wealth Management
Texas
$1.07M +$80.3K +3,200 +9%
BHIA
2058
Birch Hill Investment Advisors
Massachusetts
$1.07M – – –
CIP
2059
Convergence Investment Partners
Florida
$1.07M -$6.27K -250 -0.6%
WCAMG
2060
Woodard & Company Asset Management Group
North Carolina
$1.07M +$137K +5,460 +16%
AIP
2061
Ahrens Investment Partners
Louisiana
$1.07M -$87.5K -3,490 -8%
KPW
2062
Kore Private Wealth
New York
$1.07M +$104K +4,140 +12%
RSC
2063
Red Spruce Capital
Pennsylvania
$1.06M -$427K -17,040 -30%
5L
2064
55I LLC
Massachusetts
$1.06M +$71.2K +2,840 +8%
CCG
2065
Coastwise Capital Group
California
$1.06M +$973K +38,810 New
BCWM
2066
Bartlett & Co Wealth Management
Ohio
$1.06M +$95.6K +3,810 +11%
BC
2067
Bartlett & Co
Ohio
$1.05M +$95.6K +3,810 +11%
MA
2068
Maxele Advisors
Missouri
$1.05M +$6.27K +250 +0.7%
HWA
2069
Heritage Wealth Advisors
Virginia
$1.05M – – –
CNBTD
2070
Citizens National Bank Trust Department
Mississippi
$1.05M +$26.3K +1,050 +2%
FPA
2071
First Pacific Advisors
California
$1.05M -$145K -5,800 -13%
CWP
2072
Capital Wealth Planning
Florida
$1.05M -$629K -25,070 -39%
SCP
2073
Stamos Capital Partners
California
$1.05M +$963K +38,400 New
PC
2074
Periscope Capital
Ontario, Canada
$1.05M +$62.2K +2,480 +7%
RWA
2075
Ropes Wealth Advisors
Massachusetts
$1.04M -$366K -14,590 -28%
81 82
83
84 85