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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
2651
Cable Hill Partners
Oregon
$676K -$50.1K -219 -7%
MIP
2652
Marietta Investment Partners
Wisconsin
$674K -$103K -450 -14%
KA
2653
Klingman & Associates
New York
$674K +$211K +923 +48%
FA
2654
Fermata Advisors
California
$672K +$26.5K +116 +4%
CIEP
2655
Constellation Investimentos e Participacoes
Brazil
$671K -$52.6K -230 -8%
BWA
2656
Bordeaux Wealth Advisors
California
$670K -$57.9K -253 -8%
PCWA
2657
Pacific Capital Wealth Advisors
California
$668K – – –
CPA
2658
Court Place Advisors
Maryland
$666K – – –
CWM
2659
Cahaba Wealth Management
Georgia
$664K -$98.9K -432 -13%
LWP
2660
Lumature Wealth Partners
Georgia
$663K +$8.7K +38 +1%
WCM
2661
Wedge Capital Management
North Carolina
$662K -$29.3K -128 -4%
AFG
2662
ABLE Financial Group
Arizona
$661K +$118K +517 +23%
CBA
2663
Coastal Bridge Advisors
Connecticut
$660K +$26.8K +117 +4%
WAOI
2664
Wealth Advisors of Iowa
Iowa
$659K +$458 +2 +0.1%
RWM
2665
Revisor Wealth Management
Ohio
$658K +$3.43K +15 +0.5%
SPC
2666
Stewart & Patten Company
California
$658K -$22.9K -100 -3%
RWI
2667
Red Wave Investments
Pennsylvania
$658K -$10.1K -44 -2%
VC
2668
Vicus Capital
Pennsylvania
$656K +$10.5K +46 +2%
QFA
2669
Quantum Financial Advisors
California
$655K – – –
SL
2670
Sentinus LLC
Illinois
$648K -$24.5K -107 -4%
ERWM
2671
Elk River Wealth Management
Colorado
$648K -$10.1K -44 -2%
NP
2672
Ninepoint Partners
Ontario, Canada
$648K – – –
FBT
2673
First Bank & Trust
South Dakota
$645K -$48.1K -210 -7%
CIP
2674
Convergence Investment Partners
Florida
$645K -$298K -1,301 -32%
WIM
2675
WealthPlan Investment Management
Nebraska
$644K -$551K -2,408 -47%
105 106
107
108 109