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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1001
Clear Harbor Asset Management
Connecticut
$277K -$4.5K -122 -2%
TC
1002
Trust Company
Kansas
$275K +$3.46K +94 +1%
BPA
1003
Beacon Pointe Advisors
California
$275K +$255K +6,920 New
EM
1004
Excalibur Management
Massachusetts
$274K -$111 -3 -0%
TCWM
1005
Total Clarity Wealth Management
Illinois
$273K +$2.21K +60 +0.9%
AIC
1006
Ameritas Investment Company
Nebraska
$272K +$5.31K +144 +2%
ODG
1007
O'Dell Group
Ohio
$271K +$250K +6,782 New
WDC
1008
Woodward Diversified Capital
California
$269K +$248K +6,736 New
MCCP
1009
Mission Creek Capital Partners
California
$268K -$3.94K -107 -2%
NL
1010
NWAM LLC
Washington
$266K +$245K +6,643 New
HA
1011
HYA Advisors
Missouri
$265K -$7.74K -210 -3%
FHA
1012
First Horizon Advisors
Tennessee
$264K +$87.6K +2,376 +56%
DIM
1013
Delta Investment Management
California
$263K +$1.22K +33 +0.5%
CWS
1014
Cypress Wealth Services
California
$263K +$242K +6,565 New
AF
1015
Allworth Financial
California
$261K -$25.1K -680 -9%
AWM
1016
Adams Wealth Management
Utah
$261K -$1.55K -42 -0.6%
SB
1017
Sunflower Bank
Texas
$261K +$241K +6,534 New
WTB
1018
Washington Trust Bank
Washington
$261K +$241K +6,537 New
FNT
1019
First National Trust
Pennsylvania
$260K -$20.1K -544 -8%
PWPS
1020
Pinnacle Wealth Planning Services
Ohio
$259K -$51.4K -1,394 -18%
WPW
1021
Waldron Private Wealth
Pennsylvania
$258K -$9.69K -263 -4%
LIA
1022
LBMC Investment Advisors
Tennessee
$258K +$111 +3 +0%
CCP
1023
Corient Capital Partners
California
$257K -$55.1K -1,496 -19%
HL
1024
HeadInvest LLC
Maine
$257K -$8.48K -230 -3%
SC
1025
Searle & Co
Connecticut
$255K – – –
39 40
41
42 43