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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2201
Accredited Investors
Minnesota
$1.76M +$144K +534 +9%
UBV
2202
United Bank (Virginia)
Virginia
$1.76M -$1.35K -5 -0.1%
PPWM
2203
Perissos Private Wealth Management
Oklahoma
$1.76M +$273K +1,008 +19%
PPG
2204
Peak Planning Group
Colorado
$1.76M -$121K -447 -7%
OA
2205
Operose Advisors
Wisconsin
$1.75M -$168K -623 -9%
PL
2206
Perpetual Ltd
Australia
$1.75M +$7.57K +28 +0.4%
HIM
2207
Harbour Investment Management
Washington
$1.75M -$20.3K -75 -1%
OPTFSNA
2208
Old Point Trust & Financial Services N A
Virginia
$1.74M +$115K +425 +7%
FIM
2209
FWL Investment Management
Texas
$1.74M +$1.63M +6,015 +2,005%
EFMC
2210
Empire Financial Management Company
New York
$1.74M – – –
DBIA
2211
Dumont & Blake Investment Advisors
New Jersey
$1.73M -$1.69M -6,261 -50%
PWA
2212
Prairie Wealth Advisors
Nebraska
$1.73M +$8.11K +30 +0.5%
WRPWM
2213
Werba Rubin Papier Wealth Management
California
$1.73M +$5.41K +20 +0.3%
WKSWA
2214
White Knight Strategic Wealth Advisors
New Jersey
$1.73M +$231K +856 +16%
GAB
2215
German American Bancorp
Indiana
$1.73M +$35.1K +130 +2%
LAM
2216
L2 Asset Management
Massachusetts
$1.72M +$56.8K +210 +3%
SHFA
2217
SC&H Financial Advisors
Maryland
$1.72M -$42.2K -156 -2%
GAG
2218
Goodman Advisory Group
Massachusetts
$1.71M +$21.6K +80 +1%
AA
2219
Argent Advisors
Louisiana
$1.71M +$811 +3 +0%
MFG
2220
Menard Financial Group
Texas
$1.71M +$9.46K +35 +0.6%
BWM
2221
BNC Wealth Management
Oregon
$1.71M -$13.2K -49 -0.8%
CCAM
2222
Cascades Capital Asset Management
North Carolina
$1.71M +$1.68M +6,214 New
GDP
2223
Great Diamond Partners
Maine
$1.7M -$763K -2,822 -31%
PCG
2224
PFC Capital Group
California
$1.7M +$28.4K +105 +2%
WFG
2225
Wills Financial Group
Virginia
$1.7M +$192K +712 +13%
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