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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1926
Bradley Foster & Sargent
Connecticut
$885K -$416K -1,248 -27%
SB
1927
Sunflower Bank
Texas
$885K +$6.67K +20 +0.6%
RFWA
1928
RPg Family Wealth Advisory
Massachusetts
$885K +$1.14M +3,414 New
FSA
1929
Financial Security Advisor
Virginia
$882K +$179K +536 +19%
DIA
1930
Dana Investment Advisors
Wisconsin
$882K +$94K +282 +9%
RW
1931
REDW Wealth
New Mexico
$878K -$39.3K -118 -3%
CIS
1932
Custom Index Systems
New York
$878K +$874K +2,623 +344%
PFWA
1933
Paces Ferry Wealth Advisors
Georgia
$877K -$145K -436 -11%
SWA
1934
Strategies Wealth Advisors
Michigan
$877K +$1.13M +3,383 New
IAG
1935
Investmark Advisory Group
Connecticut
$876K -$513K -1,538 -31%
WGCA
1936
Wolf Group Capital Advisors
Virginia
$876K +$1.13M +3,380 New
IWN
1937
Independent Wealth Network
Iowa
$872K -$5.33K -16 -0.5%
ACP
1938
Arcus Capital Partners
Georgia
$869K -$17.3K -52 -2%
CL
1939
CVFG LLC
Indiana
$868K +$374K +1,123 +50%
JWM
1940
JGP Wealth Management
Oregon
$868K -$216K -649 -16%
S
1941
Sunpointe
Missouri
$868K -$43.7K -131 -4%
BWG
1942
Boomfish Wealth Group
Georgia
$868K +$332K +996 +42%
BP
1943
BNP Paribas
France
$867K -$5.77M -17,320 -84%
BTW
1944
Boston Trust Walden
Massachusetts
$866K -$35K -105 -3%
FFG
1945
Frisch Financial Group
New York
$866K +$44K +132 +4%
WWM
1946
WT Wealth Management
Arizona
$866K -$3.37M -10,108 -75%
AWA
1947
Aletheian Wealth Advisors
Washington
$864K +$288K +864 +35%
WPC
1948
White Pine Capital
Minnesota
$863K +$22K +66 +2%
BWM
1949
Buckley Wealth Management
Nevada
$863K +$6.67K +20 +0.6%
CWA
1950
Consilio Wealth Advisors
Washington
$862K -$14.3K -43 -1%
76 77
78
79 80