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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1676
Capital Performance Advisors
California
$552K +$43.4K +121 +8%
CWG
1677
Cornerstone Wealth Group
North Carolina
$549K +$52.4K +146 +10%
CNBOF
1678
City National Bank of Florida
Florida
$549K -$18.7K -52 -3%
KCFA
1679
Key Client Fiduciary Advisors
New Jersey
$547K +$48.8K +136 +10%
CSA
1680
Cornerstone Select Advisors
Missouri
$546K +$89K +248 +19%
AWM
1681
Aviso Wealth Management
Washington
$545K -$76.1K -212 -12%
BAM
1682
Bellevue Asset Management
Washington
$543K – – –
AO
1683
Advisor OS
Illinois
$541K +$116K +324 +27%
JWM
1684
Jeppson Wealth Management
California
$541K +$14.3K +40 +3%
IEFM
1685
IQ EQ Fund Management
Ireland
$540K -$506K -1,410 -48%
PCM
1686
Polymer Capital Management
New York
$537K +$69.2K +193 +15%
ANTB
1687
AMG National Trust Bank
Colorado
$536K -$44.5K -124 -8%
GSB
1688
Greenfield Savings Bank
Massachusetts
$535K +$30.1K +84 +6%
TWM
1689
Tradition Wealth Management
Minnesota
$534K -$296K -825 -35%
GS
1690
GWN Securities
Florida
$534K +$217K +605 +68%
SPC
1691
Spirepoint Private Client
Florida
$531K -$57.4K -160 -10%
NSIM
1692
North Star Investment Management
Illinois
$531K +$38K +106 +8%
NPA
1693
Nichols & Pratt Advisers
Massachusetts
$530K – – –
DI
1694
DAGCO Inc
Ohio
$529K -$177K -492 -25%
CA
1695
Cresta Advisors
Texas
$529K +$538K +1,500 New
CPW
1696
Crestmont Private Wealth
Texas
$527K +$109K +304 +26%
EFG
1697
Ethos Financial Group
Pennsylvania
$527K +$242K +675 +82%
RA
1698
Riversedge Advisors
Delaware
$526K +$328K +914 +158%
QPW
1699
Quantum Private Wealth
Florida
$525K -$312K -871 -37%
FMLI
1700
Fukoku Mutual Life Insurance
Japan
$525K – – –
66 67
68
69 70