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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1451
Niles Investment Management
Florida
$541K -$7.23M -31,768 -92%
BBNB
1452
Baker Boyer National Bank
Washington
$540K – – –
GIA
1453
GHP Investment Advisors
Colorado
$539K +$338K +1,486 +122%
FNT
1454
First Nebraska Trust
Nebraska
$539K – – –
LWM
1455
Lodestone Wealth Management
Washington
$538K – – –
SPL
1456
Smart Portfolios LLC
Washington
$537K +$7.97K +35 +1%
AWC
1457
Abundance Wealth Counselors
Pennsylvania
$537K +$230K +1,010 +60%
MCA
1458
MSH Capital Advisors
Arizona
$536K -$17.1K -75 -3%
AWC
1459
Adamsbrown Wealth Consultants
Kansas
$536K -$12.3K -54 -2%
TFA
1460
Toth Financial Advisory
Virginia
$535K – – –
SWGC
1461
Summit Wealth Group (Colorado)
Colorado
$533K +$160K +704 +36%
BLC
1462
Brown, Lisle/Cummings
Rhode Island
$533K +$7.06K +31 +1%
CCIA
1463
Cherry Creek Investment Advisors
Colorado
$533K -$22.1K -97 -3%
PFA
1464
Pathway Financial Advisors
Vermont
$530K – – –
AWM
1465
Angeles Wealth Management
California
$528K +$52.8K +232 +10%
FWP
1466
Falcon Wealth Planning
California
$528K +$85.9K +377 +17%
TCBWMS
1467
Texas Capital Bank Wealth Management Services
Texas
$526K -$29.6K -130 -5%
WFP
1468
Worthington Financial Partners
Ohio
$525K +$38.5K +169 +7%
PNC
1469
Park National Corp
Ohio
$525K +$109K +477 +22%
NIA
1470
NBZ Investment Advisors
Tennessee
$524K – – –
HJGA
1471
Hardman Johnston Global Advisors
Connecticut
$522K +$15.9K +70 +3%
HCM
1472
Howard Capital Management
Georgia
$519K -$643K -2,825 -52%
NAAA
1473
New Age Alpha Advisors
New York
$519K +$594K +2,609 New
SRC
1474
Shufro Rose & Co
New York
$517K -$5.46K -24 -0.9%
TFIPS
1475
Towarzystwo Funduszy Inwestycyjnych PZU SA
$517K +$22.8K +100 +4%
57 58
59
60 61