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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1851
Firestone Capital Management
Florida
$220K – – –
FIBT
1852
First International Bank & Trust
North Dakota
$220K – – –
RF
1853
Rollins Financial
Georgia
$220K +$29.7K +148 +15%
B
1854
Barings
North Carolina
$220K +$231K +1,151 New
PWC
1855
PYA Waltman Capital
Tennessee
$219K – – –
LCM
1856
Lattice Capital Management
Washington
$218K – – –
E
1857
ETFidea
New York
$218K – – –
TCWM
1858
Total Clarity Wealth Management
Illinois
$218K +$32.1K +160 +16%
CSIA
1859
Charles Schwab Investment Advisory
California
$218K +$228K +1,138 New
OPTFSNA
1860
Old Point Trust & Financial Services N A
Virginia
$218K +$229K +1,140 New
JWCA
1861
J.W. Coons Advisors
Ohio
$217K +$803 +4 +0.4%
PWM
1862
Purus Wealth Management
California
$217K +$228K +1,135 New
ESBC
1863
E.S. Barr & Co
Kentucky
$216K -$18.5K -92 -8%
GFP
1864
Gryphon Financial Partners
Ohio
$216K -$8.03K -40 -3%
BPCE
1865
Bank Pictet & Cie (Europe)
Germany
$216K – – –
SPC
1866
Stewart & Patten Company
California
$216K – – –
VCM
1867
Virtue Capital Management
Tennessee
$216K – – –
TWM
1868
TMD Wealth Management
Arizona
$214K -$20.1K -100 -8%
LAS
1869
LWM Advisory Services
Florida
$214K +$224K +1,116 New
STA
1870
Summit Trail Advisors
New York
$214K +$224K +1,116 New
EFG
1871
Everhart Financial Group
Ohio
$214K +$225K +1,119 New
MWP
1872
Meridian Wealth Partners
Pennsylvania
$213K -$40.1K -200 -15%
C
1873
Certuity
Florida
$213K -$5.22K -26 -2%
BA
1874
Bluesphere Advisors
Pennsylvania
$213K – – –
HHGA
1875
Halbert Hargrove Global Advisors
California
$211K -$6.22K -31 -3%
73 74
75
76 77