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Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
4026
St. Johns Investment Management
Florida
$120K – – –
CFO
4027
Capitol Family Office
Oregon
$119K – – –
FMB
4028
Field & Main Bank
Kentucky
$116K – – –
SA
4029
Seneschal Advisors
Washington
$114K +$10.3K +25 +9%
NWS
4030
Nvest Wealth Strategies
Ohio
$112K – – –
CWIG
4031
Chung Wu Investment Group
Texas
$112K – – –
BP
4032
BNP Paribas
France
$111K -$82.4K -200 -40%
PWA
4033
Principia Wealth Advisory
Texas
$111K +$10.3K +25 +9%
PWA
4034
Provenance Wealth Advisors
Florida
$109K – – –
BFS
4035
Bare Financial Services
Pennsylvania
$105K -$824 -2 -0.7%
CFM
4036
Cornerstone Financial Management
Massachusetts
$105K +$12.8K +31 +12%
HCM
4037
Horrell Capital Management
Arkansas
$104K – – –
TBFA
4038
Three Bearings Fiduciary Advisors
New Hampshire
$103K – – –
LB
4039
Legacy Bridge
Iowa
$100K – – –
PCM
4040
Penserra Capital Management
California
$99K +$9.89K +24 +10%
CFG
4041
Clayton Financial Group
Missouri
$97.4K – – –
FPF
4042
First Pacific Financial
Washington
$97.4K +$8.65K +21 +9%
VWA
4043
Valued Wealth Advisors
Utah
$93.3K -$79.1K -192 -43%
BCM
4044
Blume Capital Management
California
$91.8K +$2.06K +5 +2%
M
4045
MOTCO
Texas
$91.1K -$38.3K -93 -28%
VEA
4046
Virtus ETF Advisers
New York
$91.1K -$22.2K -54 -18%
WA
4047
Walsh & Associates
Florida
$90K +$1.24K +3 +1%
SWIM
4048
Smallwood Wealth Investment Management
New Jersey
$88.8K -$412 -1 -0.4%
RWS
4049
Retirement Wealth Solutions
Wisconsin
$88.1K +$8.65K +21 +10%
DFA
4050
DHJJ Financial Advisors
Illinois
$85.9K – – –
160 161
162
163 164