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Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
1176
Palo Alto Wealth Advisors
California
$438K +$408K +7,129 New
NCM
1177
Narwhal Capital Management
Georgia
$437K -$499K -8,715 -55%
EAM
1178
Empirical Asset Management
Massachusetts
$436K +$407K +7,103 New
OPCM
1179
Osborne Partners Capital Management
California
$431K +$2.63K +46 +0.7%
ECG
1180
Edge Capital Group
Georgia
$431K +$125K +2,174 +45%
TWM
1181
Tanager Wealth Management
United Kingdom
$429K +$400K +6,986 New
SWP
1182
Strategic Wealth Partners
Ohio
$427K -$1.12M -19,491 -74%
AF
1183
Advisornet Financial
Minnesota
$426K +$82K +1,432 +26%
FHB
1184
First Hawaiian Bank
Hawaii
$426K +$31.6K +552 +9%
NB
1185
NBT Bank
New York
$424K +$138K +2,412 +54%
PWPS
1186
Pinnacle Wealth Planning Services
Ohio
$424K +$155K +2,703 +64%
IAS
1187
IMA Advisory Services
Colorado
$424K -$42.7K -745 -10%
RRA
1188
Round Rock Advisors
Connecticut
$424K +$395K +6,900 New
WAM
1189
WNY Asset Management
New York
$420K +$45.1K +788 +13%
BFIM
1190
Beese Fulmer Investment Management
Ohio
$420K -$138K -2,414 -26%
ANTB
1191
AMG National Trust Bank
Colorado
$419K -$395K -6,898 -50%
VA
1192
Valmark Advisers
Ohio
$418K +$6.07K +106 +2%
PS
1193
Principal Securities
Iowa
$418K +$390K +6,800 New
MIM
1194
MTM Investment Management
South Carolina
$417K -$4.98K -87 -1%
MWM
1195
Massachusetts Wealth Management
Massachusetts
$417K -$458 -8 -0.1%
SLWA
1196
San Luis Wealth Advisors
California
$417K +$22.1K +385 +6%
ACM
1197
Arcataur Capital Management
Wisconsin
$416K -$5.04K -88 -1%
FFA
1198
Farther Finance Advisors
California
$415K +$273K +4,765 +240%
AFG
1199
Atomi Financial Group
New York
$413K +$120K +2,097 +45%
IIM
1200
INTECH Investment Management
Florida
$412K -$48.4K -845 -11%
46 47
48
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