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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1576
Westbourne Investment Advisors
Maryland
$375K – – –
IGAM
1577
iA Global Asset Management
Quebec, Canada
$375K +$428K +1,954 New
WAG
1578
Winthrop Advisory Group
Massachusetts
$375K -$29.5K -135 -6%
LW
1579
Linscomb Wealth
Texas
$375K -$1.53K -7 -0.4%
ACM
1580
Aljian Capital Management
Nevada
$375K +$124K +569 +41%
OPWM
1581
Oxinas Partners Wealth Management
Indiana
$374K -$42.7K -195 -9%
BWA
1582
Bordeaux Wealth Advisors
California
$374K -$12.7K -58 -3%
SSW
1583
Stone Summit Wealth
Florida
$374K – – –
CA
1584
Crane Advisory
California
$374K -$57.5K -263 -12%
AO
1585
Advisor OS
Illinois
$373K +$14.9K +68 +4%
OPTFSNA
1586
Old Point Trust & Financial Services N A
Virginia
$373K -$12.9K -59 -3%
TCPWM
1587
Traverso Chambers Private Wealth Management
California
$373K -$6.56K -30 -2%
SFWA
1588
Summit Financial Wealth Advisors
Louisiana
$371K -$44.9K -205 -10%
RTC
1589
Riverview Trust Company
Washington
$371K +$11.2K +51 +3%
RBFC
1590
Roman Butler Fullerton & Co
Missouri
$369K +$15.3K +70 +4%
LCS
1591
Levin Capital Strategies
New York
$369K +$421K +1,925 New
BCCM
1592
Bridge Creek Capital Management
Massachusetts
$369K -$5.47K -25 -1%
POIA
1593
Pin Oak Investment Advisors
Texas
$368K – – –
MAWA
1594
Moss Adams Wealth Advisors
Washington
$367K +$64.8K +296 +18%
BA
1595
Birinyi Associates
Connecticut
$367K – – –
AF
1596
Advisornet Financial
Minnesota
$367K +$43.5K +199 +12%
RHP
1597
Royal Harbor Partners
Texas
$366K +$17.9K +82 +4%
KC
1598
Kenfarb & Co
Kentucky
$364K – – –
B
1599
Bellecapital
Switzerland
$364K -$4.38K -20 -1%
PSF
1600
Pacific Sun Financial
California
$363K -$3.72K -17 -0.9%
62 63
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65 66