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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
901
Retirement Investment Advisors
Oklahoma
$1.54M +$131K +1,132 +10%
FWP
902
FAS Wealth Partners
Kansas
$1.53M +$26.1K +225 +2%
SRC
903
Shufro Rose & Co
New York
$1.53M – – –
NIM
904
NEOS Investment Management
Connecticut
$1.52M +$1.47M +12,700 New
CWP
905
CFM Wealth Partners
Texas
$1.52M -$2.09K -18 -0.1%
IGAM
906
iA Global Asset Management
Quebec, Canada
$1.52M -$286K -2,463 -16%
PAM
907
Palisade Asset Management
Minnesota
$1.5M -$15.3K -132 -1%
WPC
908
Wedmont Private Capital
Pennsylvania
$1.5M +$132K +1,135 +10%
FIA
909
Foundations Investment Advisors
Arizona
$1.5M -$251K -2,161 -15%
PPW
910
Parcion Private Wealth
Washington
$1.49M +$69.9K +602 +5%
WIS
911
Wright Investors Service
Connecticut
$1.48M -$759K -6,541 -35%
AWM
912
Apollon Wealth Management
South Carolina
$1.48M -$305K -2,624 -18%
JAG
913
Journey Advisory Group
Kentucky
$1.48M +$149K +1,283 +12%
AC
914
Abbrea Capital
California
$1.47M +$580 +5 +0%
PHS
915
Pekin Hardy Strauss
Illinois
$1.47M – – –
GAMC
916
Garner Asset Management Corp
Texas
$1.47M +$21K +181 +1%
SW
917
SlateStone Wealth
Florida
$1.47M +$192K +1,655 +16%
TW
918
TrinityPoint Wealth
Connecticut
$1.47M +$11.1K +96 +0.8%
SIA
919
Soltis Investment Advisors
Utah
$1.47M +$966K +8,319 +213%
AWM
920
Adams Wealth Management
Utah
$1.46M +$39.7K +342 +3%
BP
921
Ballentine Partners
Massachusetts
$1.45M -$7.2K -62 -0.5%
TCOO
922
Trust Company of Oklahoma
Oklahoma
$1.45M – – –
SFCL
923
Strengthening Families & Communities LLC
Massachusetts
$1.44M -$469K -4,037 -25%
GIA
924
Guyasuta Investment Advisors
Pennsylvania
$1.44M +$13.1K +113 +0.9%
NB
925
NBT Bank
New York
$1.43M +$366K +3,150 +36%
35 36
37
38 39