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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2126
Wealthstream Advisors
New York
$323K -$27K -99 -6%
QPW
2127
Quantum Private Wealth
Florida
$323K – – –
JWM
2128
Janiczek Wealth Management
Colorado
$321K -$97.4K -357 -25%
PWA
2129
Providence Wealth Advisors
Illinois
$321K -$8.19K -30 -2%
TFO
2130
Tarbox Family Office
California
$321K +$95.8K +351 +33%
FMB
2131
Field & Main Bank
Kentucky
$321K +$140K +513 +56%
BHIA
2132
Birch Hill Investment Advisors
Massachusetts
$320K – – –
LFP
2133
Leeward Financial Partners
Washington
$320K +$91.7K +336 +31%
BPCA
2134
Bank Pictet & Cie (Asia)
Singapore
$320K +$185K +678 +91%
CCM
2135
Carlson Capital Management
Minnesota
$319K -$256K -939 -40%
KCFA
2136
Key Client Fiduciary Advisors
New Jersey
$319K -$99.1K -363 -20%
SW
2137
Solidarity Wealth
Utah
$318K – – –
MKC
2138
M. Kraus & Co
Vermont
$318K +$4.91K +18 +1%
SFG
2139
Steward Financial Group
Texas
$318K +$5.73K +21 +2%
SFP
2140
Sweet Financial Partners
Minnesota
$318K +$63.9K +234 +20%
LIA
2141
LBMC Investment Advisors
Tennessee
$318K +$387K +1,416 New
KWM
2142
Kolinsky Wealth Management
New Jersey
$317K -$30.3K -111 -7%
AWA
2143
Aquire Wealth Advisors
Utah
$317K – – –
GCIA
2144
Gabelli & Co Investment Advisers
New York
$317K – – –
DHFB
2145
Dixon Hubard Feinour & Brown
Virginia
$316K -$287K -1,050 -43%
AF
2146
Apexium Financial
Texas
$316K +$114K +417 +42%
MP
2147
McDonald Partners
Ohio
$315K +$8.19K +30 +2%
BA
2148
Bluesphere Advisors
Pennsylvania
$314K -$187K -684 -33%
BPFA
2149
Barnes Pettey Financial Advisors
Mississippi
$314K +$6.55K +24 +2%
CPC
2150
Cookson Peirce & Co
Pennsylvania
$313K -$23.1M -84,651 -98%
84 85
86
87 88