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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1201
Exit Wealth Advisors
Georgia
$509K +$486K +17,039 New
AL
1202
Aspiriant LLC
California
$509K -$86 -3 -0%
LW
1203
Linscomb Wealth
Texas
$508K -$275K -9,644 -36%
PTC
1204
Private Trust Company
Ohio
$508K -$281K -9,858 -37%
BAAM
1205
Baker Avenue Asset Management
California
$506K +$127K +4,457 +36%
OFS
1206
OneAscent Financial Services
Alabama
$506K -$205K -7,195 -30%
HIC
1207
Holderness Investments Company
North Carolina
$505K -$135K -4,723 -22%
GWP
1208
Gen-Wealth Partners
Michigan
$505K -$327K -11,476 -40%
PCMC
1209
Paragon Capital Management (Colorado)
Colorado
$504K -$186K -6,507 -28%
CFO
1210
CVA Family Office
Colorado
$503K -$143K -5,022 -23%
GT
1211
Glenview Trust
Kentucky
$503K -$1.06M -37,080 -69%
BIA
1212
Beacon Investment Advisors
Maryland
$503K -$10.6K -372 -2%
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$500K -$45.7K -1,601 -9%
AWM
1214
Avior Wealth Management
Nebraska
$499K -$2.57K -90 -0.6%
IAP
1215
Indie Asset Partners
Indiana
$498K – – –
LIM
1216
Leavell Investment Management
Alabama
$498K -$23.2K -812 -5%
NI
1217
Natural Investments
California
$498K +$23.9K +839 +5%
FPL
1218
Fortress Private Ledger
North Carolina
$498K -$173K -6,074 -27%
BA
1219
Bridgewater Advisors
New York
$497K +$122K +4,293 +33%
WWA
1220
WCG Wealth Advisors
Nevada
$496K -$1.59M -55,832 -77%
WA
1221
Wealth Alliance
New York
$495K -$169K -5,906 -26%
PFSC
1222
Peoples Financial Services Corp
Pennsylvania
$494K -$33.1K -1,160 -7%
JWA
1223
JFS Wealth Advisors
Pennsylvania
$494K -$107K -3,754 -19%
PWM
1224
Platform Wealth Management
Utah
$494K +$472K +16,525 New
AAB
1225
ABN AMRO Bank
Netherlands
$494K +$198K +6,930 +72%
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