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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1376
KPP Advisory Services
Kentucky
$345K -$7.1K -25 -2%
AT
1377
Arlington Trust
Alabama
$343K +$95.1K +335 +37%
NC
1378
Napatree Capital
Rhode Island
$343K +$28.4K +100 +9%
SFC
1379
SYM Financial Corp
Indiana
$342K +$54.5K +192 +18%
SG
1380
StoneX Group
New York
$342K +$103K +364 +42%
TAM
1381
Titleist Asset Management
Texas
$341K +$42.9K +151 +14%
CAM
1382
Carret Asset Management
New York
$340K – – –
FNB
1383
Farmers National Bank
Kentucky
$340K +$349K +1,229 New
PEA
1384
Park Edge Advisors
Ohio
$338K – – –
AIFAIM
1385
American Institute for Advanced Investment Management
Arizona
$337K -$25.6K -90 -7%
PCWA
1386
Pacific Capital Wealth Advisors
California
$337K -$13.6K -48 -4%
BC
1387
Broadwater Capital
Massachusetts
$337K -$2.84K -10 -0.8%
ECM
1388
Elgethun Capital Management
South Dakota
$337K – – –
BAWM
1389
Bennett Associates Wealth Management
Pennsylvania
$336K -$11.6K -41 -3%
LA
1390
Legacy Advisors
Pennsylvania
$336K +$8.8K +31 +3%
FM
1391
Family Management
New York
$335K -$57.4K -202 -14%
BHBT
1392
Burke & Herbert Bank & Trust
Virginia
$334K – – –
DWS
1393
Discipline Wealth Solutions
South Carolina
$333K – – –
MP
1394
Moment Partners
California
$333K +$342K +1,206 New
JSAM
1395
J. Safra Asset Management
New York
$332K +$105K +370 +44%
RBWA
1396
RFG - Bristol Wealth Advisors
Massachusetts
$330K +$340K +1,196 New
FMLI
1397
Fukoku Mutual Life Insurance
Japan
$329K -$127K -446 -27%
ACP
1398
Argyle Capital Partners
California
$328K +$337K +1,188 New
SPC
1399
Spirepoint Private Client
Florida
$328K – – –
AP
1400
Appleton Partners
Massachusetts
$327K -$22.1K -78 -6%
54 55
56
57 58