Name Holding Trade Value Shares
Change
Change in
Stake
OA
2101
Operose Advisors
Wisconsin
$387K +$387K +14,780 +3,004%
AWAU
2102
Alliance Wealth Advisors (Utah)
Utah
$387K +$70.6K +2,699 +21%
ANB
2103
Amarillo National Bank
Texas
$386K – – –
SWA
2104
Sightline Wealth Advisors
Connecticut
$386K +$2.49K +95 +0.6%
GAM
2105
Gould Asset Management
California
$386K +$654 +25 +0.2%
NP
2106
Nilsine Partners
Colorado
$385K +$84.9K +3,245 +27%
HBW
2107
Hazlett, Burt & Watson
West Virginia
$385K -$4.34K -166 -1%
PGWM
2108
Pitti Group Wealth Management
New York
$385K +$27.7K +1,060 +8%
DWAM
2109
Duncan Williams Asset Management
Tennessee
$384K -$11.7K -449 -3%
CCFM
2110
Clear Creek Financial Management
Washington
$384K -$123K -4,701 -24%
BWM
2111
Blossom Wealth Management
California
$384K +$55.8K +2,131 +16%
TPWM
2112
Twelve Points Wealth Management
Massachusetts
$383K -$183 -7 -0%
NCM
2113
Noesis Capital Mangement
Florida
$383K -$32.2K -1,231 -8%
GPW
2114
Genesis Private Wealth
Virginia
$382K +$395K +15,084 New
WC
2115
Waterloo Capital
Texas
$381K +$10.6K +405 +3%
LIA
2116
LBMC Investment Advisors
Tennessee
$381K +$7.41K +283 +2%
BRM
2117
Boston Research & Management
Massachusetts
$381K – – –
AWM
2118
Aberdeen Wealth Management
Illinois
$380K -$10.4K -398 -3%
SM
2119
Southport Management
Wyoming
$380K -$262K -10,000 -40%
PCM
2120
Ping Capital Management
New York
$380K – – –
JEST
2121
JTC Employer Solutions Trustee
Jersey
$380K – – –
FPL
2122
Fortress Private Ledger
North Carolina
$379K -$8.85K -338 -2%
WP
2123
Westmount Partners
California
$378K +$183 +7 +0%
WAG
2124
Winthrop Advisory Group
Massachusetts
$377K -$16.3K -622 -4%
RWM
2125
RKL Wealth Management
Pennsylvania
$377K -$174K -6,646 -31%