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Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
1401
Dubuque Bank & Trust
Iowa
$263K -$3.22K -21 -1%
SIMM
1402
Stillwater Investment Management (Minnesota)
Minnesota
$262K -$9.36K -61 -3%
SI
1403
Saxon Interests
Texas
$262K – – –
PWLP
1404
Prio Wealth Limited Partnership
Massachusetts
$261K – – –
WAG
1405
Winthrop Advisory Group
Massachusetts
$261K -$25.8K -168 -7%
WG
1406
Welch Group
Alabama
$260K -$12.9K -84 -4%
SCA
1407
Scott Capital Advisors
Oregon
$259K -$7.67K -50 -2%
COCM
1408
Charter Oak Capital Management
New Hampshire
$259K +$131K +855 +67%
WOSD
1409
WFA of San Diego
California
$259K +$175K +1,142 +114%
FI
1410
Financial Insights
Washington
$258K -$17.2K -112 -5%
LFA
1411
Laraway Financial Advisors
Minnesota
$258K -$7.67K -50 -2%
HT
1412
Heritage Trust
Oklahoma
$258K – – –
CW
1413
Cook Wealth
North Carolina
$258K +$18.6K +121 +7%
IWA
1414
Intercontinental Wealth Advisors
Texas
$256K -$5.67K -37 -2%
MWM
1415
Modera Wealth Management
New Jersey
$255K -$136K -885 -30%
SCM
1416
Sterneck Capital Management
Missouri
$255K -$88.7K -578 -22%
IIC
1417
Ironwood Investment Counsel
Arizona
$255K -$39.7K -259 -11%
SSW
1418
Stone Summit Wealth
Florida
$255K – – –
LIM
1419
Leavell Investment Management
Alabama
$254K – – –
PFA
1420
Pathway Financial Advisors
Vermont
$254K – – –
GWM
1421
Gray Wealth Management
Maine
$254K +$6.13K +40 +2%
WP
1422
WealthSpring Partners
California
$253K +$320K +2,086 New
TLP
1423
Trinity Legacy Partners
Texas
$252K +$320K +2,084 New
LG
1424
LaFleur & Godfrey
Michigan
$251K -$328K -2,140 -51%
CAWM
1425
Capital Advisors Wealth Management
Washington
$251K -$30.5K -199 -9%
55 56
57
58 59