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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
2251
Kadensa Capital
Hong Kong
$5.65M -$5.3M -52,463 -53%
PI
2252
Pettee Investors
Connecticut
$5.64M -$470K -4,650 -9%
LFP
2253
Leeward Financial Partners
Washington
$5.64M +$23.6K +233 +0.5%
SFG
2254
Sovereign Financial Group
Connecticut
$5.63M -$721K -7,132 -14%
EFL
2255
ERn Financial LLC
Wisconsin
$5.63M +$77.7K +769 +2%
MAWA
2256
Moss Adams Wealth Advisors
Washington
$5.63M +$1.01M +10,018 +28%
EWS
2257
Evergreen Wealth Solutions
Pennsylvania
$5.63M +$475K +4,703 +12%
VWM
2258
VCI Wealth Management
Missouri
$5.62M +$2.13M +21,095 +87%
SCM
2259
Stonebridge Capital Management
California
$5.61M +$136K +1,350 +3%
CG
2260
Corundum Group
Colorado
$5.6M +$2.36M +23,304 +106%
AIA
2261
Angeles Investment Advisors
California
$5.6M +$1.76M +17,456 +63%
BCM
2262
Boltwood Capital Management
California
$5.59M -$76.3K -755 -2%
VW
2263
Vantage Wealth
California
$5.59M – – –
PWM
2264
Prosperity Wealth Management
California
$5.59M +$1.9M +18,770 +71%
WJA
2265
Willis Johnson & Associates
Texas
$5.58M -$263K -2,597 -5%
PPG
2266
Peak Planning Group
Colorado
$5.57M +$1.13M +11,210 +33%
BFIC
2267
Bedell Frazier Investment Counselling
California
$5.57M -$51.3K -507 -1%
LIA
2268
LS Investment Advisors
Michigan
$5.57M +$2.47M +24,415 +118%
MCCA
2269
Mill Creek Capital Advisors
Pennsylvania
$5.56M +$1.51M +14,891 +49%
MIC
2270
Maxi Investments CY
Cyprus
$5.56M +$2.3M +22,720 +102%
ONST
2271
Old North State Trust
North Carolina
$5.56M -$24.6K -243 -0.5%
FAFN
2272
First Affirmative Financial Network
Colorado
$5.56M +$177K +1,747 +4%
CC
2273
Courier Capital
New York
$5.55M +$57.8K +572 +1%
GHA
2274
Granite Harbor Advisors
Texas
$5.55M -$19.8K -196 -0.4%
ACP
2275
Aveo Capital Partners
Colorado
$5.54M -$444K -4,396 -9%
89 90
91
92 93