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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1176
Argonautica Private Wealth Management
Massachusetts
$866K – – –
JPWM
1177
Jamison Private Wealth Management
Georgia
$862K +$498K +1,571 +156%
TAM
1178
Titleist Asset Management
Texas
$862K -$187K -591 -19%
GT
1179
Greenleaf Trust
Michigan
$857K +$240K +756 +42%
SFG
1180
SageGuard Financial Group
Tennessee
$853K +$808K +2,548 New
WCM
1181
Washburn Capital Management
Florida
$845K +$55.5K +175 +7%
AFGAS
1182
Allegiance Financial Group Advisory Services
Virginia
$845K +$95.8K +302 +14%
AO
1183
Advisor OS
Illinois
$845K -$275K -868 -26%
RCM
1184
Requisite Capital Management
Texas
$842K +$31.7K +100 +4%
BA
1185
Bluesphere Advisors
Pennsylvania
$839K -$96.1K -303 -11%
ACM
1186
Alpha Capital Management
Texas
$838K -$136K -430 -15%
JTWM
1187
Jackson Thornton Wealth Management
Alabama
$837K +$46.9K +148 +6%
EFG
1188
Elm3 Financial Group
Georgia
$834K +$72.6K +229 +10%
TSW
1189
Three Seasons Wealth
Utah
$834K +$790K +2,491 New
RA
1190
Rational Advisors
New York
$831K -$171K -539 -18%
PWA
1191
Pitcairn Wealth Advisors
Pennsylvania
$831K -$460K -1,449 -37%
BFIM
1192
Beese Fulmer Investment Management
Ohio
$827K -$80.9K -255 -9%
ORG
1193
Optimist Retirement Group
Washington
$826K +$19.3K +61 +3%
CFD
1194
Creative Financial Designs
Indiana
$826K +$141K +445 +22%
SACTSONJ
1195
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$825K -$39K -123 -5%
BIA
1196
Bigelow Investment Advisors
Maine
$824K +$13K +41 +2%
AWA
1197
Aaron Wealth Advisors
Illinois
$823K -$222K -699 -22%
RFA
1198
Rollins Financial Advisors
New York
$823K +$208K +656 +36%
EWM
1199
Empirical Wealth Management
Washington
$822K +$198K +623 +34%
CNWM
1200
Clay Northam Wealth Management
California
$822K +$65K +205 +9%
46 47
48
49 50