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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1076
Avondale Wealth Management
Texas
$139K – – –
TWA
1077
TCI Wealth Advisors
Arizona
$139K – – –
CT
1078
Caldwell Trust
Florida
$131K +$76.4K +620 +221%
GI
1079
GS Investments
Minnesota
$131K – – –
HH
1080
HWG Holdings
Texas
$130K -$67.8K -550 -38%
SFFS
1081
Stonehage Fleming Financial Services
Jersey
$127K +$86.3K +700 +412%
AP
1082
Arlington Partners
Alabama
$124K -$80.1K -650 -43%
CFO
1083
CVA Family Office
Colorado
$120K +$28.3K +230 +39%
PP
1084
PrairieView Partners
Minnesota
$117K – – –
1IA
1085
1834 Investment Advisors
Wisconsin
$117K +$98.6K +800 New
JWA
1086
JFS Wealth Advisors
Pennsylvania
$115K – – –
PMFA
1087
Plante Moran Financial Advisors
Michigan
$114K -$264K -2,140 -73%
JCM
1088
Jacobi Capital Management
Pennsylvania
$114K – – –
VC
1089
Vestor Capital
Illinois
$112K – – –
RCM
1090
Ravenstone Capital Management
$110K +$92.4K +750 New
SIM
1091
Sonora Investment Management
Arizona
$102K – – –
TF
1092
TimeScale Financial
Massachusetts
$102K – – –
CAGAS
1093
Capital Advisory Group Advisory Services
Minnesota
$99K +$2.46K +20 +3%
KTC
1094
Kistler-Tiffany Companies
Pennsylvania
$99K +$34.5K +280 +70%
RIM
1095
Rockbridge Investment Management
New York
$98K -$2.46K -20 -3%
DAC
1096
Dividend Assets Capital
South Carolina
$92K – – –
EI
1097
Ellevest Inc
New York
$91K +$2.46K +20 +3%
PFBT
1098
Parkside Financial Bank & Trust
Missouri
$89K -$2.46K -20 -3%
POIA
1099
Pin Oak Investment Advisors
Texas
$88K – – –
TFIPS
1100
Towarzystwo Funduszy Inwestycyjnych PZU SA
$87.7K +$24.6K +200 +50%
42 43
44
45 46