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Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1401
Castle Rock Wealth Management
California
$271K -$309K -1,811 -52%
NCM
1402
Novare Capital Management
North Carolina
$271K -$48.7K -286 -15%
FHC
1403
First Horizon Corporation
Tennessee
$269K +$277K +1,628 New
UTC
1404
Unified Trust Company
Kentucky
$268K – – –
RTC
1405
Riverview Trust Company
Washington
$267K -$28.1K -165 -9%
GLLW
1406
Graves Light Lenhart Wealth
Virginia
$267K – – –
HPWM
1407
Highland Private Wealth Management
Washington
$266K -$70.2K -412 -20%
LTI
1408
Laffer Tengler Investments
Tennessee
$266K +$151K +888 +123%
AWA
1409
Acorn Wealth Advisors
Michigan
$265K – – –
HAC
1410
Harbor Advisory Corp
New Hampshire
$265K – – –
HFG
1411
Heron Financial Group
New York
$265K +$6.82K +40 +3%
EP
1412
Edgestream Partners
New Jersey
$264K -$3.58M -21,027 -93%
MA
1413
Modus Advisors
Minnesota
$264K -$9.2K -54 -3%
GAG
1414
GM Advisory Group
New York
$263K -$2.39K -14 -0.9%
MCA
1415
Magnolia Capital Advisors
Mississippi
$263K +$271K +1,591 New
ACM
1416
AlphaStar Capital Management
North Carolina
$262K +$48.6K +285 +22%
OLA
1417
Oliver Luxxe Assets
New Jersey
$262K +$270K +1,585 New
WG
1418
Welch Group
Alabama
$261K -$76K -446 -22%
PMG
1419
ProVise Management Group
Florida
$261K -$52.8K -310 -16%
CCMW
1420
Cypress Capital Management (Wyoming)
Wyoming
$261K -$48.6K -285 -15%
RIM
1421
Rockbridge Investment Management
New York
$260K -$89.3K -524 -25%
DHFB
1422
Dixon Hubard Feinour & Brown
Virginia
$260K -$89K -522 -25%
OPCM
1423
Osborne Partners Capital Management
California
$260K -$85.2K -500 -24%
EBSAM
1424
Eubel Brady & Suttman Asset Management
Ohio
$260K – – –
SPC
1425
Stewart & Patten Company
California
$260K – – –
55 56
57
58 59