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Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
901
Tower Bridge Advisors
Pennsylvania
$353K – – –
SBWIC
902
Schaper Benz & Wise Investment Counsel
Wisconsin
$351K – – –
DLA
903
Douglas Lane & Associates
New York
$350K -$27K -180 -7%
AWS
904
AJ Wealth Strategies
New York
$350K – – –
PWM
905
Perigon Wealth Management
California
$350K +$62.9K +420 +19%
SB
906
Strategic Blueprint
Georgia
$348K +$189K +1,260 +96%
BCM
907
BTC Capital Management
Iowa
$346K -$4.5K -30 -1%
FA
908
Fiducient Advisors
Illinois
$346K – – –
4WM
909
4J Wealth Management
Virginia
$344K – – –
PFO
910
Pathstone Family Office
New Jersey
$344K +$1.5K +10 +0.4%
CCM
911
Covington Capital Management
California
$343K – – –
SW
912
StrongBox Wealth
Missouri
$342K +$4.5K +30 +1%
PWS
913
Private Wealth Strategies
Ohio
$340K – – –
FVWA
914
Foster Victor Wealth Advisors
South Carolina
$339K -$599K -4,000 -62%
GGS
915
Galvin Gaustad & Stein
Arizona
$339K – – –
PFA
916
Pettinga Financial Advisors
Indiana
$339K – – –
CCA
917
Column Capital Advisors
Indiana
$339K +$27K +180 +8%
GG
918
Gofen & Glossberg
Illinois
$339K +$375K +2,500 New
HR
919
Hayden Royal
North Carolina
$337K -$67.4K -450 -15%
RWA
920
Redhawk Wealth Advisors
Minnesota
$328K +$82.4K +550 +29%
OAC
921
OMERS Administration Corp
Ontario, Canada
$328K +$363K +2,420 New
YIA
922
YHB Investment Advisors
Connecticut
$327K +$27K +180 +8%
CAN
923
Claraphi Advisory Network
United States
$326K -$868K -5,790 -71%
ICG
924
InterOcean Capital Group
Tennessee
$325K -$52.4K -350 -13%
MWA
925
MFA Wealth Advisors
Pennsylvania
$324K – – –
35 36
37
38 39