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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
826
Wedmont Private Capital
Pennsylvania
$259K +$5.81K +162 +3%
FAIM
827
Financial Advocates Investment Management
Washington
$257K +$245K +6,825 New
NMM
828
Naples Money Management
Florida
$256K – – –
POIA
829
Pin Oak Investment Advisors
Texas
$256K -$8.96K -250 -4%
PA
830
PSI Advisors
Florida
$256K -$76.2K -2,124 -24%
FFB
831
First Financial Bankshares
Texas
$253K -$24.5K -683 -9%
AGC
832
Aspen Grove Capital
Colorado
$252K +$16K +446 +7%
IA
833
IFG Advisors
Missouri
$250K – – –
JWM
834
Janiczek Wealth Management
Colorado
$250K – – –
TW
835
Traveka Wealth
California
$250K -$27.4K -763 -10%
SWA
836
Stratos Wealth Advisors
Ohio
$249K +$237K +6,616 New
BAM
837
Belpointe Asset Management
Nevada
$249K +$19.9K +556 +9%
AP
838
Advisors Preferred
Maryland
$249K +$235K +6,555 New
WSFS
839
Wilmington Savings Fund Society
Delaware
$249K +$237K +6,596 New
TIA
840
Traphagen Investment Advisors
New Jersey
$248K +$287 +8 +0.1%
CCM
841
Cohen Capital Management
California
$247K – – –
WP
842
WealthShield Partners
North Carolina
$247K – – –
GRQ
843
Gardner Russo & Quinn
Pennsylvania
$245K -$2.15K -60 -0.9%
DSC
844
Duncker Streett & Co
Missouri
$244K +$25.1K +700 +12%
GSB
845
Greenfield Savings Bank
Massachusetts
$242K -$1.04K -29 -0.4%
MIC
846
Means Investment Company
Maine
$242K -$79.6K -2,220 -26%
PCH
847
PGIM Custom Harvest
New Jersey
$242K +$230K +6,410 New
SIA
848
Soltis Investment Advisors
Utah
$241K -$15.4K -430 -6%
GBT
849
Grove Bank & Trust
Florida
$241K – – –
DPW
850
DiNuzzo Private Wealth
Pennsylvania
$241K +$230K +6,405 New
32 33
34
35 36