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Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
876
Idaho Trust Bank
Idaho
$259K – – –
LWP
877
LMG Wealth Partners
Louisiana
$259K – – –
PSFG
878
Prairie Sky Financial Group
Illinois
$259K – – –
SCA
879
Southern Capital Advisors
Tennessee
$259K – – –
WAL
880
W Advisors LLC
Tennessee
$259K – – –
CI
881
Conning Inc
Connecticut
$259K +$33.7K +13 +15%
CAG
882
Csenge Advisory Group
Florida
$256K +$2.59K +1 +1%
BAAM
883
Baker Avenue Asset Management
California
$256K +$10.4K +4 +4%
BBA
884
Baader Bank Aktiengesellschaft
Germany
$253K +$254K +98 New
CSPIA
885
Cary Street Partners Investment Advisory
Virginia
$251K +$228K +88 +978%
SWM
886
Seed Wealth Management
Illinois
$249K – – –
AWE
887
Avidian Wealth Enterprises
Texas
$248K +$249K +96 New
BJL
888
Brighton Jones LLC
Washington
$248K +$249K +96 New
MAM
889
McLean Asset Management
Virginia
$246K – – –
FPFS
890
First Personal Financial Services
North Carolina
$246K – – –
TCOT
891
Trust Company of Toledo
Ohio
$246K – – –
FFO
892
Fiduciary Family Office
Florida
$246K +$246K +95 New
EFS
893
Essex Financial Services
Connecticut
$243K – – –
CPIG
894
Chicago Partners Investment Group
Illinois
$242K -$5.19K -2 -2%
CT
895
Cambridge Trust
Massachusetts
$240K -$7.78K -3 -3%
APWM
896
Argonautica Private Wealth Management
Massachusetts
$240K – – –
FLPIM
897
F.L. Putnam Investment Management
Massachusetts
$240K +$23.3K +9 +11%
GWA
898
Gratus Wealth Advisors
Virginia
$240K +$241K +93 New
GA
899
Gateway Advisory
New Jersey
$238K -$2.59K -1 -1%
WPWM
900
Western Pacific Wealth Management
Illinois
$238K – – –
34 35
36
37 38