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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1776
Forvis Mazars Wealth Advisors
Missouri
$404K -$37K -710 -8%
FFMBT
1777
First Farmers & Merchants Bank Trust
Tennessee
$403K +$417K +8,005 New
SRC
1778
Shufro Rose & Co
New York
$401K – – –
CIA
1779
Cladis Investment Advisory
Montana
$400K +$414K +7,950 New
WAAG
1780
Wealth Alliance Advisory Group
Kansas
$400K -$18.7K -358 -4%
MIM
1781
MTM Investment Management
South Carolina
$399K +$101K +1,937 +32%
GWM
1782
Greenwich Wealth Management
Connecticut
$398K +$38K +730 +10%
EA
1783
Emerald Advisors
Washington
$396K -$60.2K -1,155 -13%
CCM
1784
Chiron Capital Management
Florida
$395K +$409K +7,849 New
CBT
1785
CoreFirst Bank & Trust
Kansas
$394K – – –
MBT
1786
Montecito Bank & Trust
California
$394K – – –
CT
1787
Clearstead Trust
Maine
$393K – – –
OWA
1788
Opal Wealth Advisors
New York
$393K +$407K +7,806 New
DTL
1789
Dynamic Technology Lab
Singapore
$390K +$404K +7,756 New
CYG
1790
Clean Yield Group
Vermont
$388K -$17.6K -337 -4%
KFI
1791
Key Financial Inc
Pennsylvania
$388K -$5.42K -104 -1%
VCM
1792
Vivaldi Capital Management
Illinois
$387K +$16.9K +325 +4%
FNFDCM
1793
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$387K +$76.1K +1,460 +23%
DPI
1794
Diversified Portfolios Inc
Michigan
$386K +$1.04K +20 +0.3%
CAL
1795
Capital Advisors Ltd
Ohio
$386K +$64.3K +1,234 +19%
BPWM
1796
Badgley Phelps Wealth Managers
Washington
$385K -$43.8K -841 -10%
TYCC
1797
Texas Yale Capital Corp
Florida
$385K – – –
CP
1798
Covenant Partners
Tennessee
$384K – – –
SFG
1799
Summit Financial Group
West Virginia
$384K – – –
TA
1800
Tectonic Advisors
Texas
$384K +$18.2K +349 +5%
70 71
72
73 74