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Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
2076
Baltimore-Washington Financial Advisors
Maryland
$1.37M -$97.1K -280 -8%
WA
2077
Wealthstream Advisors
New York
$1.37M +$83.6K +241 +8%
IA
2078
IFG Advisors
Missouri
$1.37M -$18.4K -53 -2%
OFO
2079
OneAscent Family Office
Alabama
$1.37M -$25.7K -74 -2%
IFA
2080
Index Fund Advisors
California
$1.37M -$131K -377 -11%
IWM
2081
Integris Wealth Management
California
$1.37M -$28.1K -81 -3%
LWAM
2082
Legacy Wealth Asset Management
Minnesota
$1.37M +$14.6K +42 +1%
ABTD
2083
Arvest Bank Trust Division
Oklahoma
$1.36M +$72.1K +208 +7%
ABWM
2084
Alpine Bank Wealth Management
Colorado
$1.36M +$68K +196 +7%
PIFP
2085
Partners in Financial Planning
Virginia
$1.36M – – –
SM
2086
Sweeney & Michel
California
$1.36M +$19.4K +56 +2%
AWA
2087
Aletheian Wealth Advisors
Washington
$1.36M -$12.1K -35 -1%
CFFP
2088
Center for Financial Planning
Michigan
$1.36M -$79.8K -230 -7%
WWM
2089
Wolff Wiese Magana
California
$1.36M -$263K -757 -20%
ACM
2090
Allred Capital Management
Texas
$1.36M +$20.5K +59 +2%
CM
2091
Cercano Management
Washington
$1.36M – – –
WWM
2092
Waterway Wealth Management
Texas
$1.36M +$125K +361 +13%
MA
2093
Montag & Associates
Georgia
$1.35M -$119K -343 -10%
HIS
2094
Horizon Investment Services
Indiana
$1.35M +$29.8K +86 +3%
I
2095
INVST
Indiana
$1.35M +$41.3K +119 +4%
ADL
2096
Asset Dedication LLC
California
$1.35M -$3.81K -11 -0.4%
FMTC
2097
Farmers & Merchants Trust Company
California
$1.35M -$70.8K -204 -6%
VBA
2098
von Borstel & Associates
Oregon
$1.35M +$522K +1,504 +99%
AIP
2099
Alexis Investment Partners
Texas
$1.34M -$361K -1,042 -26%
RL
2100
Rogco LP
Oklahoma
$1.34M +$26K +75 +3%
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84
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