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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1676
Walter & Keenan Wealth Management
Indiana
$13.2M -$341K -2,383 -2%
SCM
1677
SOL Capital Management
Maryland
$13.2M +$188K +1,315 +1%
GAM
1678
Grandview Asset Management
Pennsylvania
$13.2M -$67.2K -470 -0.5%
CC
1679
Callan Capital
California
$13.2M +$2.32M +16,228 +19%
AMG
1680
Asset Management Group
Connecticut
$13.2M -$45.4K -318 -0.3%
PCTC
1681
Perkins Coie Trust Company
Washington
$13.1M -$66K -462 -0.5%
ADL
1682
Asset Dedication LLC
California
$13.1M -$160K -1,120 -1%
RLIM
1683
Red Lighthouse Investment Management
New York
$13.1M +$14.4M +100,927 New
HWM
1684
HFR Wealth Management
New York
$13.1M +$2.86K +20 +0%
PG
1685
Patten Group
Tennessee
$13.1M -$650K -4,547 -4%
MFA
1686
Mayflower Financial Advisors
Massachusetts
$13.1M +$629K +4,402 +4%
SMFG
1687
Sumitomo Mitsui Financial Group
Japan
$13.1M -$895K -6,260 -6%
TCOO
1688
Trust Company of Oklahoma
Oklahoma
$13.1M +$1.7M +11,902 +13%
BWL
1689
Bogart Wealth LLC
Virginia
$13M +$1.79M +12,512 +14%
HCP
1690
Holt Capital Partners
Texas
$13M -$5.43K -38 -0%
RWP
1691
Ridgecrest Wealth Partners
California
$13M -$2.21M -15,479 -13%
NCM
1692
Nelson Capital Management
California
$13M -$2.86M -19,997 -17%
BCM
1693
Bowie Capital Management
Texas
$13M +$2.14M +15,000 +18%
BGDI
1694
BW Gestao de Investimentos
Brazil
$13M +$3.27M +22,900 +30%
HWAM
1695
Hennion & Walsh Asset Management
New Jersey
$13M -$1.13M -7,891 -7%
TCM
1696
Trybe Capital Management
Connecticut
$12.9M -$1.88M -13,160 -12%
CCMW
1697
Cypress Capital Management (Wyoming)
Wyoming
$12.9M -$164K -1,150 -1%
THWM
1698
Taylor Hoffman Wealth Management
Virginia
$12.9M -$137K -961 -1%
BWP
1699
Balboa Wealth Partners
Arizona
$12.9M -$572K -4,001 -4%
AFP
1700
Ausdal Financial Partners
Iowa
$12.9M -$881K -6,166 -6%
66 67
68
69 70