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Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
2201
Wills Financial Group
Virginia
$233K -$37 -2 -0%
ACM
2202
Armbruster Capital Management
New York
$233K +$234K +12,514 New
CAM
2203
Campion Asset Management
Virginia
$232K -$311K -16,620 -57%
SC
2204
Saturna Capital
Washington
$232K -$73K -3,906 -24%
NFC
2205
Northeast Financial Consultants
Connecticut
$231K -$3.58M -191,559 -94%
SCM
2206
Southport Capital Management
Tennessee
$231K -$349K -18,644 -60%
ASC
2207
Atalanta Sosnoff Capital
New York
$231K +$1.22K +65 +0.5%
MWM
2208
Maltin Wealth Management
New Jersey
$230K -$44.2K -2,366 -16%
TW
2209
Transform Wealth
Colorado
$230K +$93 +5 +0%
PWP
2210
Perfromance Wealth Partners
Illinois
$230K +$231K +12,370 New
LAM
2211
LifePro Asset Management
California
$230K +$232K +12,394 New
CFCI
2212
Comprehensive Financial Consultants Institutional
Indiana
$230K +$239K +12,775 New
MF
2213
Manchester Financial
California
$229K -$86.7K -4,640 -27%
WA
2214
Wealth Architects
California
$229K -$60.8K -3,252 -21%
SWAG
2215
Spectrum Wealth Advisory Group
California
$229K -$35.3K -1,887 -13%
BWM
2216
BigSur Wealth Management
Florida
$228K – – –
KFI
2217
Key Financial Inc
Pennsylvania
$226K -$130K -6,963 -36%
HFAS
2218
Hummer Financial Advisory Services
Illinois
$226K -$61.9K -3,310 -21%
WP
2219
WMS Partners
Maryland
$226K -$7.46K -399 -3%
TIAM2
2220
Tru Independence Asset Management 2
Oregon
$225K -$208K -11,142 -48%
RMCM
2221
Reynders McVeigh Capital Management
Massachusetts
$225K -$86.6K -4,634 -28%
GIM
2222
Goelzer Investment Management
Indiana
$224K -$4.02M -214,852 -95%
PGIM
2223
Pacific Global Investment Management
California
$224K -$164K -8,761 -42%
BPWM
2224
Badgley Phelps Wealth Managers
Washington
$224K -$77.4K -4,143 -26%
MA
2225
Mezzasalma Advisors
New Jersey
$224K -$44.3K -2,370 -16%
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