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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1201
Saybrook Capital
North Carolina
$38.3M -$1.06M -5,705 -3%
AWE
1202
Avidian Wealth Enterprises
Texas
$38.3M -$1.21M -6,504 -3%
AW
1203
Atlas Wealth
Ohio
$38.3M +$16.1M +86,507 +100%
PS
1204
Principal Securities
Iowa
$38.2M +$3.85M +20,658 +13%
WIC
1205
Woodmont Investment Counsel
Tennessee
$38M +$132K +710 +0.4%
TA
1206
TruWealth Advisors
Louisiana
$37.9M +$503K +2,697 +2%
WC
1207
Woodstock Corp
Massachusetts
$37.9M -$157K -843 -0.5%
WA
1208
WP Advisors
California
$37.8M -$63.8K -342 -0.2%
RCP
1209
Rothschild Capital Partners
New York
$37.8M – – –
WP
1210
Wedgewood Partners
Missouri
$37.8M -$901K -4,834 -3%
SVWG
1211
Shared Vision Wealth Group
United States
$37.7M +$1.27M +6,819 +4%
QI
1212
Qtron Investments
Massachusetts
$37.6M -$832K -4,461 -2%
AWAG
1213
ARS Wealth Advisors Group
Florida
$37.5M -$916K -4,911 -3%
NCM
1214
Novare Capital Management
North Carolina
$37.5M -$399K -2,140 -1%
LPT
1215
Legacy Private Trust
Wisconsin
$37.3M -$354K -1,897 -1%
ESBC
1216
E.S. Barr & Co
Kentucky
$37.3M -$247K -1,323 -0.7%
BOH
1217
Bank of Hawaii
Hawaii
$37.3M -$413K -2,214 -1%
RWA
1218
River Wealth Advisors
Pennsylvania
$37.2M +$63K +338 +0.2%
JA
1219
JLB & Associates
Michigan
$37.2M -$416K -2,231 -1%
MCM
1220
Mengis Capital Management
Oregon
$37.2M -$14.8M -79,107 -31%
FMWA
1221
Forvis Mazars Wealth Advisors
Missouri
$37.2M -$1.58M -8,494 -5%
SCA
1222
Sage Capital Advisors
South Dakota
$37.1M -$568K -3,048 -2%
CC
1223
Centiva Capital
New York
$37M +$31M +166,444 +1,826%
TW
1224
Trajan Wealth
Arizona
$36.9M +$4.52M +24,258 +16%
CCM
1225
Campbell Capital Management
Florida
$36.9M -$145K -779 -0.4%
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