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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1376
StrongBox Wealth
Missouri
$7.52M +$458K +1,323 +6%
SW
1377
Simplicity Wealth
New Jersey
$7.51M -$5.09M -14,719 -40%
BA
1378
Bristlecone Advisors
Washington
$7.5M -$200K -577 -3%
BDA
1379
Borer Denton & Associates
Pennsylvania
$7.5M +$111K +322 +1%
HA
1380
Herold Advisors
New York
$7.5M -$918K -2,653 -11%
BAM
1381
Bell Asset Management
Australia
$7.49M +$692K +1,998 +10%
PPA
1382
Painted Porch Advisors
California
$7.49M -$365K -1,055 -5%
PDL
1383
Portfolio Design Labs
California
$7.48M -$318K -918 -4%
BWM
1384
Bulltick Wealth Management
Florida
$7.47M +$1.11M +3,213 +17%
BAM
1385
Belpointe Asset Management
Nevada
$7.46M +$568K +1,640 +8%
BB
1386
Berkshire Bank
Massachusetts
$7.46M -$316K -914 -4%
JAG
1387
Journey Advisory Group
Kentucky
$7.43M -$26K -75 -0.3%
SWA
1388
SFMG Wealth Advisors
Texas
$7.42M +$155K +448 +2%
CW
1389
CreativeOne Wealth
Kansas
$7.41M -$976K -2,819 -11%
CAM
1390
Costello Asset Management
Pennsylvania
$7.41M +$1.35M +3,904 +22%
KJHP
1391
K.J. Harrison & Partners
Ontario, Canada
$7.39M +$1.38K +4 +0%
PWS
1392
Peterson Wealth Services
Utah
$7.39M +$5.11M +14,778 +67%
RIM
1393
Rakuten Investment Management
Japan
$7.39M +$30.3M +87,408 New
ACP
1394
Aviance Capital Partners
Florida
$7.38M +$116K +335 +2%
HDA
1395
Harold Davidson & Associates
California
$7.38M +$1.96M +5,658 +35%
CGIM
1396
Capital Group Investment Management
Singapore
$7.38M – – –
HKIM
1397
Hayek Kallen Investment Management
Alabama
$7.37M +$7.61K +22 +0.1%
BFA
1398
Benedict Financial Advisors
Georgia
$7.36M -$20.4K -59 -0.3%
WBC
1399
West Branch Capital
Massachusetts
$7.36M +$140K +404 +2%
BIM
1400
Baldwin Investment Management
Pennsylvania
$7.35M +$10.4K +30 +0.1%
54 55
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