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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1351
Maryland Capital Management
Maryland
$331K +$11.8K +80 +3%
IA
1352
Inspire Advisors
Idaho
$331K +$14.2K +96 +4%
IGGA
1353
Iron Gate Global Advisors
Utah
$330K +$1.03K +7 +0.3%
DCM
1354
Donaldson Capital Management
Indiana
$329K -$280K -1,895 -44%
ACM
1355
Advisors Capital Management
New Jersey
$329K -$154K -1,041 -30%
EE
1356
EWG Elevate
California
$328K +$29.5K +200 +9%
OFS
1357
OneAscent Financial Services
Alabama
$328K +$165K +1,119 +88%
PCM
1358
Parsons Capital Management
Rhode Island
$327K -$47.9K -325 -12%
TWM
1359
TriaGen Wealth Management
California
$327K – – –
AWC
1360
Adamsbrown Wealth Consultants
Kansas
$327K +$23.6K +160 +7%
PIC
1361
Portland Investment Counsel
Ontario, Canada
$326K – – –
IWP
1362
Icon Wealth Partners
Texas
$326K +$8.26K +56 +2%
JAWM
1363
J. Arnold Wealth Management
Ohio
$324K -$14.8K -100 -4%
AP
1364
Adero Partners
California
$324K +$2.36K +16 +0.7%
IIC
1365
Ironwood Investment Counsel
Arizona
$324K +$46.5K +315 +15%
EFG
1366
Everhart Financial Group
Ohio
$320K +$180K +1,223 +109%
AIA
1367
Avalon Investment & Advisory
Texas
$319K -$27.7K -188 -7%
WC
1368
Woodstock Corp
Massachusetts
$318K -$7.38K -50 -2%
JWA
1369
JFS Wealth Advisors
Pennsylvania
$318K -$3.39K -23 -1%
WAG
1370
Winthrop Advisory Group
Massachusetts
$318K -$2.95K -20 -0.9%
IA
1371
IFG Advisory
Georgia
$318K -$1.77K -12 -0.5%
MCA
1372
Magnolia Capital Advisors
Mississippi
$317K -$45.6K -309 -12%
JIC
1373
Joel Isaacson & Co
New York
$317K – – –
CC
1374
Corsicana & Co
Texas
$316K -$138K -935 -29%
ESB
1375
Essex Savings Bank
Connecticut
$316K -$9.15K -62 -3%
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