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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1551
Optima Capital
Oregon
$386K -$189 -1 -0.1%
MNBTD
1552
Moody National Bank Trust Division
Texas
$385K +$9.07K +48 +3%
BAAM
1553
Baker Avenue Asset Management
California
$384K -$45.5K -241 -12%
RHP
1554
Royal Harbor Partners
Texas
$383K – – –
CP
1555
Canopy Partners
Ohio
$382K +$2.64K +14 +0.8%
CSB
1556
City State Bank
Iowa
$382K -$25.1K -133 -7%
COCM
1557
Charter Oak Capital Management
New Hampshire
$380K -$7.74K -41 -2%
AAS
1558
Asset Allocation Strategies
Michigan
$380K +$2.83K +15 +0.8%
MWP
1559
Meridian Wealth Partners
Pennsylvania
$378K +$48.2K +255 +16%
MP
1560
McDonald Partners
Ohio
$376K +$45.3K +240 +15%
HIIFS
1561
Harel Insurance Investments & Financial Services
Israel
$376K +$241K +1,278 +248%
CMA
1562
Cedar Mountain Advisors
Oregon
$376K -$4.72K -25 -1%
EB
1563
Emprise Bank
Kansas
$376K -$28.3K -150 -8%
MHC
1564
May Hill Capital
Massachusetts
$376K -$286K -1,514 -46%
CHC
1565
City Holding Co
West Virginia
$375K -$45.7K -242 -12%
SCI
1566
S&CO Inc
Massachusetts
$375K – – –
SWGC
1567
Summit Wealth Group (Colorado)
Colorado
$375K +$338K +1,788 New
OWIM
1568
Old West Investment Management
California
$375K +$39.7K +210 +13%
IF
1569
Integrity Financial
Wyoming
$374K -$108K -573 -24%
PAS
1570
PKS Advisory Services
New York
$374K -$84.1K -445 -20%
HR
1571
Howe & Rusling
New York
$374K +$25.9K +137 +8%
VT
1572
Volterra Technologies
New York
$373K +$336K +1,781 New
RWB
1573
RMR Wealth Builders
New Jersey
$373K +$10.8K +57 +3%
MCM
1574
Manchester Capital Management
Vermont
$373K -$283K -1,496 -46%
WJA
1575
Willis Johnson & Associates
Texas
$373K +$11.1K +59 +3%
61 62
63
64 65