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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1326
Patton Fund Management
Texas
$1.54M +$1.46M +4,365 New
GM
1327
GeoWealth Management
Illinois
$1.54M -$267K -795 -15%
JFA
1328
Johanson Financial Advisors
California
$1.54M +$58.4K +174 +4%
GWMIA
1329
Global Wealth Management Investment Advisory
Florida
$1.53M +$119K +354 +9%
SN
1330
Sittner & Nelson
Oregon
$1.53M – – –
ABC
1331
Associated Banc-Corp
Wisconsin
$1.53M +$142K +423 +11%
BTW
1332
Boston Trust Walden
Massachusetts
$1.53M – – –
JWS
1333
Juncture Wealth Strategies
Arizona
$1.53M -$26.2K -78 -2%
WC
1334
Weil Company
California
$1.53M +$111K +330 +8%
SOW
1335
State of Wyoming
Wyoming
$1.53M +$12.1K +36 +0.8%
HW
1336
Hancock Whitney
Mississippi
$1.52M -$9.06K -27 -0.6%
PA
1337
PSI Advisors
Florida
$1.52M +$43.3K +129 +3%
SBH
1338
Segall Bryant & Hamill
Illinois
$1.52M +$134K +399 +10%
TF
1339
TLWM Financial
Texas
$1.52M -$20.1K -60 -1%
MF
1340
Manchester Financial
California
$1.52M +$979K +2,919 +209%
FAFN
1341
First Affirmative Financial Network
Colorado
$1.52M -$152K -453 -10%
WAM
1342
Weiss Asset Management
Massachusetts
$1.51M +$1.44M +4,287 New
TPCW
1343
TD Private Client Wealth
New York
$1.51M -$12.1K -36 -0.8%
CWP
1344
Concord Wealth Partners
Virginia
$1.51M +$1.14M +3,387 +378%
MS
1345
Maven Securities
Jersey
$1.51M -$798K -2,379 -36%
AA
1346
Aire Advisors
California
$1.5M +$1.43M +4,278 New
BCM
1347
Becker Capital Management
Oregon
$1.49M -$257K -765 -15%
DI
1348
Diligent Investors
California
$1.49M -$23.1K -69 -2%
OFA
1349
Oak Family Advisors
Illinois
$1.48M +$1.41M +4,206 New
WWG
1350
West Wealth Group
California
$1.48M +$1.41M +4,203 New
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