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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1476
BlackDiamond Wealth Management
New York
$368K +$350K +459 New
AWC
1477
Adamsbrown Wealth Consultants
Kansas
$367K +$290K +380 New
BCM
1478
Bayesian Capital Management
New York
$367K +$290K +380 New
FMLI
1479
Fukoku Mutual Life Insurance
Japan
$367K +$290K +380 New
PCH
1480
PGIM Custom Harvest
New Jersey
$367K +$290K +380 New
KIM
1481
Kestra Investment Management
Texas
$366K -$213K -279 -42%
CAM
1482
Clark Asset Management
New Hampshire
$366K +$289K +379 New
FDDB
1483
Fidelity D&D Bancorp
Pennsylvania
$366K +$289K +379 New
NWM
1484
Northwest Wealth Management
Iowa
$366K +$289K +379 New
MAG
1485
M3 Advisory Group
Massachusetts
$365K +$288K +378 New
XF
1486
XML Financial
Maryland
$363K +$288K +377 New
GWP
1487
Gen-Wealth Partners
Michigan
$363K – – –
QL
1488
Quarry LP
New York
$362K -$326K -428 -53%
PAI
1489
Pittenger & Anderson Inc
Nebraska
$362K +$22.9K +30 +9%
DFA
1490
Delta Financial Advisors
Louisiana
$362K +$286K +375 New
OR
1491
Olympiad Research
Connecticut
$362K +$286K +375 New
WIM
1492
WealthPlan Investment Management
Nebraska
$362K +$286K +375 New
CIAS
1493
CFS Investment Advisory Services
New Jersey
$361K +$5.34K +7 +2%
CWA
1494
Consilio Wealth Advisors
Washington
$358K +$283K +371 New
DFS
1495
Dixon Fnancial Services
California
$358K +$283K +371 New
ZIC
1496
ZWJ Investment Counsel
Georgia
$358K +$283K +371 New
NB
1497
Nicolet Bankshares
Wisconsin
$355K -$255K -334 -45%
RPWA
1498
Regent Peak Wealth Advisors
Georgia
$354K +$280K +367 New
SRC
1499
Sage Rhino Capital
California
$354K +$280K +367 New
IP
1500
Intellectus Partners
California
$354K +$279K +366 New
58 59
60
61 62