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Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
901
Hennion & Walsh Asset Management
New Jersey
$355K +$393K +2,620 New
SF
902
Symphony Financial
Texas
$353K – – –
CAL
903
Capital Analysts LLC
Pennsylvania
$353K +$390K +2,600 New
TBA
904
Tower Bridge Advisors
Pennsylvania
$353K – – –
SBWIC
905
Schaper Benz & Wise Investment Counsel
Wisconsin
$351K – – –
DLA
906
Douglas Lane & Associates
New York
$350K -$27K -180 -7%
AWS
907
AJ Wealth Strategies
New York
$350K – – –
PWM
908
Perigon Wealth Management
California
$350K +$62.9K +420 +19%
SB
909
Strategic Blueprint
Georgia
$348K +$189K +1,260 +96%
BCM
910
BTC Capital Management
Iowa
$346K -$4.5K -30 -1%
FA
911
Fiducient Advisors
Illinois
$346K – – –
4WM
912
4J Wealth Management
Virginia
$344K – – –
PFO
913
Pathstone Family Office
New Jersey
$344K +$1.5K +10 +0.4%
CCM
914
Covington Capital Management
California
$343K – – –
SW
915
StrongBox Wealth
Missouri
$342K +$4.5K +30 +1%
PWS
916
Private Wealth Strategies
Ohio
$340K – – –
FVWA
917
Foster Victor Wealth Advisors
South Carolina
$339K -$599K -4,000 -62%
GGS
918
Galvin Gaustad & Stein
Arizona
$339K – – –
PFA
919
Pettinga Financial Advisors
Indiana
$339K – – –
CCA
920
Column Capital Advisors
Indiana
$339K +$27K +180 +8%
GG
921
Gofen & Glossberg
Illinois
$339K +$375K +2,500 New
HR
922
Hayden Royal
North Carolina
$337K -$67.4K -450 -15%
OAC
923
OMERS Administration Corp
Ontario, Canada
$328K – – –
RWA
924
Redhawk Wealth Advisors
Minnesota
$328K +$82.4K +550 +29%
YIA
925
YHB Investment Advisors
Connecticut
$327K +$27K +180 +8%
35 36
37
38 39