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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1001
Trueblood Wealth Management
Ohio
$2.65M +$37.1K +514 +2%
CT
1002
Clearstead Trust
Maine
$2.65M -$16.6K -230 -0.8%
FA
1003
Fiduciary Alliance
South Carolina
$2.64M -$210K -2,908 -9%
LGF
1004
LGT Group Foundation
Liechtenstein
$2.64M +$2.16M +29,944 New
WIS
1005
Wright Investors Service
Connecticut
$2.63M -$22.2K -308 -1%
BOH
1006
Bank of Hawaii
Hawaii
$2.63M – – –
ZBNA
1007
Zions Bancorporation, National Association
Utah
$2.63M +$916K +12,706 +74%
HIM
1008
Hanlon Investment Management
New Jersey
$2.63M -$145K -2,018 -6%
BFO
1009
Boston Family Office
Massachusetts
$2.63M +$58.4K +810 +3%
LC
1010
Lincoln Capital
Nebraska
$2.62M -$333K -4,622 -13%
HAIM
1011
Hunter Associates Investment Management
Pennsylvania
$2.62M -$232K -3,218 -10%
IAN
1012
Integrated Advisors Network
Texas
$2.61M +$269K +3,728 +14%
GT
1013
Glenview Trust
Kentucky
$2.6M +$282K +3,906 +15%
RGF
1014
Retirement Guys Formula
Ohio
$2.6M +$177K +2,456 +9%
DAS
1015
Dynamic Advisor Solutions
Arizona
$2.59M -$374K -5,190 -15%
QI
1016
Qtron Investments
Massachusetts
$2.58M -$231K -3,200 -10%
CAM
1017
Cidel Asset Management
Ontario, Canada
$2.57M -$7.21K -100 -0.3%
WA
1018
Wealth Alliance
New York
$2.57M -$17.7K -246 -0.8%
CA
1019
CGN Advisors
Kansas
$2.56M +$144K +1,996 +7%
NW
1020
Naviter Wealth
Arkansas
$2.56M +$34.9K +484 +2%
SAM
1021
Sunstone Asset Management
New York
$2.56M – – –
NG
1022
Norden Group
Utah
$2.56M +$357K +4,946 +21%
VWM
1023
Venturi Wealth Management
Texas
$2.52M +$278K +3,858 +16%
GWANC
1024
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.51M +$10.4K +144 +0.5%
PCP
1025
Proficio Capital Partners
Massachusetts
$2.49M +$1.46M +20,234 +252%
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