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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Smartleaf Asset Management
Massachusetts
$269K +$67.5K +1,242 +29%
NGA
377
Naples Global Advisors
Florida
$269K +$35.8K +659 +14%
CIAM
378
Caitong International Asset Management
Hong Kong
$266K +$296K +5,440 New
EI
379
Ethic Inc
New York
$263K -$79K -1,453 -21%
CTC
380
Central Trust Company
Missouri
$261K -$3.64K -67 -1%
RWMG
381
Redwood Wealth Management Group
New Jersey
$260K +$18.2K +335 +7%
AWM
382
Avior Wealth Management
Nebraska
$258K +$5.98K +110 +2%
FSA
383
Financial Sense Advisors
California
$258K – – –
HAM
384
Harmony Asset Management
Arizona
$257K +$109 +2 +0%
SCA
385
Snowden Capital Advisors
New York
$256K -$20.3K -373 -7%
AWS
386
Aspen Wealth Strategies
Colorado
$255K -$43.1K -792 -13%
MWM
387
Mindset Wealth Management
Indiana
$254K – – –
CCM
388
Coldstream Capital Management
Washington
$252K +$18K +332 +7%
DI
389
Diligent Investors
California
$251K -$6.31K -116 -2%
FTWA
390
Fifth Third Wealth Advisors
Ohio
$249K +$277K +5,100 New
BHC
391
Bowen Hanes & Co
Florida
$248K -$109K -2,000 -28%
WJWM
392
Williams Jones Wealth Management
New York
$248K -$14K -258 -5%
KOCAA
393
Knights of Columbus Asset Advisors
Connecticut
$245K – – –
RI
394
Ridgewood Investments
New Jersey
$245K +$157K +2,895 +136%
PCM
395
Ping Capital Management
New York
$244K – – –
TCCM
396
Timber Creek Capital Management
Massachusetts
$244K – – –
IFO
397
Intrepid Family Office
Florida
$244K +$272K +5,000 New
SC
398
Steph & Co
Wisconsin
$243K -$6.69K -123 -2%
GFP
399
Gryphon Financial Partners
Ohio
$241K +$9.46K +174 +4%
MGWM
400
Marks Group Wealth Management
Minnesota
$239K -$193K -3,553 -42%
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