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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2076
Adero Partners
California
$233K +$236K +2,423 New
NCM
2077
Northwest Capital Management
Oregon
$231K -$9.34K -96 -4%
CSIA
2078
Charles Schwab Investment Advisory
California
$231K +$14K +144 +6%
KCM
2079
Kathmere Capital Management
Pennsylvania
$231K +$234K +2,402 New
IDBONY
2080
Israel Discount Bank of New York
New York
$230K -$19.5K -200 -8%
WCM
2081
Wedge Capital Management
North Carolina
$230K +$19.4K +199 +9%
FAG
2082
Financial Advisory Group
Texas
$230K +$973 +10 +0.4%
PWM
2083
PBMares Wealth Management
Virginia
$230K -$1.75K -18 -0.7%
AA
2084
AJ Advisors
Tennessee
$230K +$233K +2,397 New
TW
2085
TrinityPoint Wealth
Connecticut
$230K +$233K +2,396 New
BWM
2086
Baystate Wealth Management
Massachusetts
$229K -$21.1K -217 -8%
OFS
2087
OneAscent Financial Services
Alabama
$229K +$232K +2,386 New
FTC
2088
Farmers Trust Company
Ohio
$228K +$231K +2,378 New
RIP
2089
RAM Investment Partners
Washington
$228K +$16.4K +169 +8%
BBWP
2090
Beacon Bridge Wealth Partners
Pennsylvania
$227K -$35.2K -362 -13%
RAM
2091
Readystate Asset Management
Illinois
$226K -$176K -1,811 -43%
WI
2092
WrapManager Inc
California
$226K +$6.13K +63 +3%
PHAM
2093
Palisades Hudson Asset Management
Florida
$226K – – –
PPWM
2094
Paragon Private Wealth Management
Kentucky
$226K +$229K +2,350 New
PWS
2095
Paragon Wealth Strategies
Florida
$226K +$97 +1 +0%
BAM
2096
Boyar Asset Management
New York
$225K -$1.95K -20 -0.8%
SFG
2097
SNS Financial Group
Minnesota
$225K -$18.5K -190 -8%
HCA
2098
Harbour Capital Advisors
Virginia
$224K – – –
HWM
2099
HRC Wealth Management
Idaho
$224K +$227K +2,336 New
OWM
2100
Opes Wealth Management
California
$224K -$13.1K -135 -5%
82 83
84
85 86