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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
2076
Perpetual Ltd
Australia
$655K +$571K +2,505 New
IWA
2077
IVC Wealth Advisors
Pennsylvania
$655K -$118K -518 -17%
TSW
2078
Three Seasons Wealth
Utah
$655K +$571K +2,503 New
HHGA
2079
Halbert Hargrove Global Advisors
California
$652K -$4.56K -20 -0.8%
GG
2080
Gleason Group
Kentucky
$651K – – –
WCM
2081
Wedge Capital Management
North Carolina
$651K +$87.6K +384 +18%
PRS
2082
Pinkerton Retirement Specialists
Idaho
$650K +$15.1K +66 +3%
CAM
2083
Columbia Asset Management
Michigan
$649K -$241K -1,055 -30%
LDB
2084
Lee, Danner & Bass
Tennessee
$649K -$26.5K -116 -4%
CCM
2085
Check Capital Management
California
$648K – – –
SL
2086
SWMG LLC
Texas
$648K +$447K +1,962 New
BP
2087
BNP Paribas
France
$647K -$129K -565 -19%
NCTC
2088
New Covenant Trust Company
Indiana
$647K -$4.79K -21 -0.8%
M1FG
2089
Mach-1 Financial Group
Arkansas
$646K +$18.5K +81 +3%
NHFG
2090
New Harbor Financial Group
Massachusetts
$646K +$159K +699 +39%
UWPG
2091
Ullmann Wealth Partners Group
Florida
$644K +$135K +594 +32%
AWAG
2092
ARS Wealth Advisors Group
Florida
$643K -$40.8K -179 -7%
CS
2093
Cannell & Spears
New York
$642K -$9.12K -40 -2%
SIG
2094
Stonegate Investment Group
Alabama
$642K +$71.6K +314 +15%
ACC
2095
Acorn Creek Capital
Colorado
$641K +$48.1K +211 +9%
PWM
2096
Prosperity Wealth Management
California
$639K -$164K -719 -23%
O3W
2097
Omni 360 Wealth
New Jersey
$638K +$22.1K +97 +4%
EA
2098
Emerald Advisers
Pennsylvania
$637K -$145K -635 -21%
KL
2099
KilterHowling LLC
Colorado
$637K +$22.3K +98 +4%
DA
2100
Doliver Advisors
Texas
$637K +$43.1K +189 +8%
82 83
84
85 86