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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2626
Avion Wealth
Texas
$212K – – –
CA
2627
CV Advisors
Florida
$212K – – –
SCP
2628
Shorepoint Capital Partners
Massachusetts
$211K – – –
DWM
2629
Dopkins Wealth Management
New York
$210K -$5.42M -17,400 -97%
HI
2630
Hendershot Investments
Virginia
$210K -$18.7K -60 -9%
SIAM
2631
Sterling Investment Advisors (Missouri)
Missouri
$210K – – –
WMA
2632
West Michigan Advisors
Michigan
$210K +$182K +585 New
PO
2633
Private Ocean
California
$209K -$8.41K -27 -4%
MWM
2634
Madison Wealth Management
Ohio
$209K -$4.67K -15 -3%
AA
2635
Addison Advisors
Vermont
$209K +$43K +138 +31%
SC
2636
Schubert & Co
Texas
$209K +$150K +483 +488%
CFSG
2637
Clark Financial Services Group
Missouri
$208K – – –
AAM
2638
Augustine Asset Management
Florida
$208K +$180K +579 New
KWA
2639
KCS Wealth Advisory
California
$207K – – –
NB
2640
Nicolet Bankshares
Wisconsin
$207K +$179K +576 New
AC
2641
AWM Capital
Arizona
$206K -$18.7K -60 -9%
BHTS
2642
Bar Harbor Trust Services
Maine
$205K -$9.34K -30 -5%
FC
2643
Fusion Capital
South Carolina
$205K +$178K +570 New
WF
2644
Whelan Financial
California
$205K +$178K +570 New
WG
2645
Welch Group
Alabama
$204K – – –
PWM
2646
Pacific Wealth Management
California
$204K +$177K +567 New
MWM
2647
Mattern Wealth Management
Kansas
$203K +$176K +564 New
SDWMA
2648
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K -$29K -93 -14%
PNC
2649
Park National Corp
Ohio
$200K +$174K +558 New
WFMPM
2650
Woodley Farra Manion Portfolio Management
Indiana
$200K +$174K +558 New
104 105
106
107 108