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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1051
Austin Asset Management
Texas
$222K – – –
SCB
1052
Saudi Central Bank
Saudi Arabia
$222K +$5.63K +9 +2%
AWM
1053
Angeles Wealth Management
California
$221K -$33.1K -53 -12%
LIA
1054
Limestone Investment Advisors
New York
$221K +$238K +380 New
SVWAG
1055
Sound View Wealth Advisors Group
Georgia
$220K -$14.4K -23 -6%
AC
1056
ASB Consultores
Florida
$219K – – –
BWP
1057
BSW Wealth Partners
Colorado
$216K -$105K -168 -31%
AUB
1058
Atlantic Union Bankshares
Virginia
$215K -$48.8K -78 -17%
BWS
1059
Buck Wealth Strategies
Colorado
$215K +$231K +370 New
SQA
1060
Simon Quick Advisors
New Jersey
$214K -$5.63K -9 -2%
KP
1061
Keel Point
Alabama
$213K -$4.38K -7 -2%
VCP
1062
Verus Capital Partners
Arizona
$211K +$18.1K +29 +9%
FG
1063
Foster Group
Iowa
$211K -$10K -16 -4%
NPT
1064
National Philanthropic Trust
Pennsylvania
$210K +$226K +361 New
JIC
1065
Johnson Investment Counsel
Ohio
$208K -$18.8K -30 -8%
MAWA
1066
Moss Adams Wealth Advisors
Washington
$207K -$5.63K -9 -2%
CPIG
1067
Chicago Partners Investment Group
Illinois
$206K -$184K -294 -42%
AFW
1068
Avantra Family Wealth
Pennsylvania
$206K -$138K -221 -38%
CWP
1069
Curated Wealth Partners
California
$205K +$221K +353 New
OWM
1070
Omnitrust Wealth Management
Florida
$204K +$220K +352 New
LG
1071
LaFleur & Godfrey
Michigan
$201K – – –
WH
1072
Willner & Heller
California
$200K +$216K +345 New
AWM
1073
Apex Wealth Management
New Hampshire
$200K – – –
YP
1074
YANKCOM Partnership
South Dakota
$191K +$30.6K +49 +18%
LI
1075
LRI Investments
Florida
$191K +$18.8K +30 +10%
41 42
43
44 45