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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
801
Patron Partners
Texas
$388K -$852 -4 -0.2%
RYIA
802
Roehl & Yi Investment Advisors
Oregon
$387K -$1.06K -5 -0.3%
OWP
803
Obermeyer Wealth Partners
Colorado
$387K – – –
MW
804
Marble Wealth
Alabama
$386K +$1.49K +7 +0.4%
BBL
805
Beck Bode LLC
Massachusetts
$386K +$408K +1,913 New
BWA
806
Basecamp Wealth Advisors
Washington
$384K -$13.4K -63 -3%
LDB
807
Lee, Danner & Bass
Tennessee
$382K +$639 +3 +0.2%
NP
808
NorthRock Partners
Minnesota
$381K -$1.71K -8 -0.4%
BFWM
809
Bright Futures Wealth Management
New York
$380K – – –
ZIM
810
Zacks Investment Management
Illinois
$379K +$49.6K +233 +14%
GPA
811
Guerra Pan Advisors
New Jersey
$379K – – –
SACTSONJ
812
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$377K -$25.6K -120 -6%
PEWA
813
Pacific Excel Wealth Advisors
California
$377K +$399K +1,871 New
HFO
814
Heritage Family Offices
Arizona
$377K +$65.4K +307 +20%
WKWM
815
Walter & Keenan Wealth Management
Indiana
$376K -$6.18K -29 -2%
FIA
816
Foundations Investment Advisors
Arizona
$375K +$39.2K +184 +11%
TWM
817
Tripletail Wealth Management
Florida
$372K -$5.33K -25 -1%
CAMG
818
CWA Asset Management Group
Florida
$372K +$65K +305 +20%
FFA
819
Founders Financial Alliance
North Carolina
$371K -$55.6K -261 -12%
KP
820
Keel Point
Alabama
$370K +$25.6K +120 +7%
CIA
821
Choate Investment Advisors
Massachusetts
$370K +$213 +1 +0.1%
WCP
822
Wealthcare Capital Partners
Pennsylvania
$368K +$13.6K +64 +4%
CSPIA
823
Cary Street Partners Investment Advisory
Virginia
$366K +$31.1K +146 +9%
RP
824
Riverwater Partners
Wisconsin
$365K -$44.5K -209 -10%
DC
825
DeDora Capital
California
$361K -$1.06K -5 -0.3%
31 32
33
34 35