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SLB Ltd
SLB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1051
Premier Path Wealth Partners
New Jersey
$343K -$88.8K -1,839 -20%
SIG
1052
Sargent Investment Group
Maryland
$343K +$52.7K +1,091 +18%
ZIG
1053
Zuckerman Investment Group
Illinois
$342K – – –
VCG
1054
Vantage Consulting Group
Virginia
$341K +$45.6K +945 +15%
HVP
1055
Hudson Value Partners
Florida
$340K -$77.2K -1,600 -18%
AAS
1056
Ameritas Advisory Services
Nebraska
$340K +$97 +2 +0%
FMWA
1057
Forvis Mazars Wealth Advisors
Missouri
$339K -$14.1K -292 -4%
SWA
1058
Sax Wealth Advisors
New Jersey
$338K +$346K +7,165 New
AUB
1059
Atlantic Union Bankshares
Virginia
$335K -$6.08K -126 -2%
RB
1060
Rodgers Brothers
Pennsylvania
$333K – – –
ANTB
1061
AMG National Trust Bank
Colorado
$330K – – –
WHRC
1062
W.H. Reaves & Co
New Jersey
$330K – – –
KFGK
1063
Keystone Financial Group (Kentucky)
Kentucky
$330K -$12K -249 -3%
CA
1064
Continuum Advisory
Idaho
$328K +$63.9K +1,324 +24%
WA
1065
Waverly Advisors
Alabama
$327K +$142K +2,949 +74%
CAL
1066
Capital Analysts LLC
Pennsylvania
$327K +$241 +5 +0.1%
EWA
1067
EP Wealth Advisors
California
$326K +$77.5K +1,606 +30%
RFP
1068
Roth Financial Partners
Texas
$326K – – –
RWM
1069
Ritholtz Wealth Management
New York
$325K -$160K -3,313 -33%
IFWM
1070
Institute for Wealth Management
Colorado
$324K -$14.4K -299 -4%
SIM
1071
Sentry Investment Management
Wisconsin
$323K -$67.7K -1,403 -17%
DWT
1072
Dorsey & Whitney Trust
South Dakota
$323K +$92.3K +1,912 +39%
AIA
1073
Alera Investment Advisors
Illinois
$322K +$329K +6,815 New
AGP
1074
Autumn Glory Partners
Texas
$318K – – –
MFA
1075
Mayflower Financial Advisors
Massachusetts
$317K +$35.4K +734 +12%
41 42
43
44 45