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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1726
River Wealth Advisors
Pennsylvania
$274K +$6.22K +81 +2%
BS
1727
Bessemer Securities
New York
$273K – – –
JMFC
1728
J.M. Forbes & Co
Massachusetts
$273K – – –
PCMC
1729
Private Capital Management (Colorado)
Colorado
$271K – – –
STA
1730
Summit Trail Advisors
New York
$270K -$71K -924 -21%
AWM
1731
Atticus Wealth Management
Florida
$270K +$3.84K +50 +1%
BEC
1732
Blue Edge Capital
Virginia
$270K -$1.95M -25,396 -88%
CWS
1733
Confluence Wealth Services
Pennsylvania
$267K -$285K -3,716 -55%
HIC
1734
Hartline Investment Corp
Illinois
$267K – – –
OFG
1735
Omega Financial Group
California
$267K +$1.54K +20 +0.6%
EIP
1736
Ellis Investment Partners
Pennsylvania
$266K +$7.99K +104 +3%
DOA
1737
D'Orazio & Associates
Virginia
$266K +$29.5K +384 +12%
PAMG
1738
Patton Albertson Miller Group
Tennessee
$265K -$20.4K -266 -7%
FBT
1739
First Bank & Trust
South Dakota
$265K -$1.69K -22 -0.6%
IP
1740
Ignite Planners
California
$265K -$845 -11 -0.3%
WPP
1741
Whalerock Point Partners
Rhode Island
$265K – – –
VC
1742
Veracity Capital
Georgia
$265K +$230 +3 +0.1%
CFG
1743
Cooper Financial Group
California
$265K +$61.2K +797 +30%
SF
1744
Symphony Financial
Texas
$264K -$150K -1,952 -36%
WCWM
1745
Willow Creek Wealth Management
California
$264K -$21.2K -276 -7%
BONH
1746
Bank of New Hampshire
New Hampshire
$263K -$12.3K -160 -4%
MFG
1747
Magnus Financial Group
New York
$263K +$10.5K +137 +4%
MCM
1748
Mendel Capital Management
Arkansas
$262K -$15.5K -202 -6%
HW
1749
Hamilton Wealth
California
$261K – – –
IPAM
1750
ICICI Prudential Asset Management
India
$261K +$8.76K +114 +3%
68 69
70
71 72