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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1401
Falcon Wealth Planning
California
$360K +$7.31K +41 +2%
CTA
1402
Colonial Trust Advisors
South Carolina
$359K +$23.2K +130 +7%
PIM
1403
Penobscot Investment Management
Massachusetts
$359K -$21.9K -123 -6%
BCCM
1404
Bridge Creek Capital Management
Massachusetts
$358K -$2.67K -15 -0.8%
CAM
1405
Cidel Asset Management
Ontario, Canada
$356K -$2.67K -15 -0.8%
TAM
1406
Tocqueville Asset Management
New York
$356K -$18.1M -101,462 -98%
OIC
1407
Orion Investment Company
Missouri
$356K +$348K +1,954 New
PTB
1408
Pioneer Trust Bank
Oregon
$355K – – –
SSW
1409
Stone Summit Wealth
Florida
$355K – – –
PWA
1410
Providence Wealth Advisors
Illinois
$355K – – –
SXL
1411
Summit X LLC
Missouri
$354K -$13K -73 -4%
CCWM
1412
Correct Capital Wealth Management
Missouri
$354K – – –
6F
1413
626 Financial
Michigan
$352K -$23.5K -132 -6%
RCM
1414
RB Capital Management
Nevada
$352K -$31.2K -175 -8%
LW
1415
Linscomb Wealth
Texas
$351K +$8.91K +50 +3%
GCIA
1416
Gabelli & Co Investment Advisers
New York
$349K +$53.5K +300 +19%
PSF
1417
Pacific Sun Financial
California
$348K -$134K -750 -28%
WCA
1418
Westover Capital Advisors
Delaware
$348K +$341K +1,913 New
NRG
1419
Nemes Rush Group
Michigan
$348K -$7.84K -44 -2%
POIA
1420
Pin Oak Investment Advisors
Texas
$346K – – –
PPW
1421
Pasadena Private Wealth
California
$345K -$42.4K -238 -11%
TWA
1422
TCI Wealth Advisors
Arizona
$344K +$3.03K +17 +0.9%
B
1423
Bensler
Washington
$344K +$13.5K +76 +4%
W
1424
Wealthquest
Ohio
$342K – – –
PWM
1425
PBMares Wealth Management
Virginia
$342K -$23.4K -131 -7%
55 56
57
58 59