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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1076
Empirical Wealth Management
Washington
$1M -$130K -1,122 -12%
NL
1077
Navalign LLC
California
$1,000K -$24K -207 -2%
CAM
1078
Campion Asset Management
Virginia
$999K – – –
1IA
1079
1834 Investment Advisors
Wisconsin
$998K +$49.7K +428 +5%
SWM
1080
Segment Wealth Management
Texas
$998K – – –
ET
1081
Equitable Trust
Tennessee
$996K +$49.7K +428 +5%
PP
1082
PDS Planning
Ohio
$994K +$23.5K +202 +2%
APP
1083
Avantax Planning Partners
Iowa
$992K +$277K +2,390 +41%
PMA
1084
Prudent Man Advisors
Illinois
$988K -$41.4K -357 -4%
SAMC
1085
Spectrum Asset Management (California)
California
$987K – – –
IAIM
1086
International Assets Investment Management
Florida
$979K +$122K +1,048 +15%
AWM
1087
Angeles Wealth Management
California
$975K +$137K +1,177 +17%
TCOT
1088
Trust Company of Toledo
Ohio
$973K -$92.9K -800 -9%
FNBOH
1089
First National Bank of Hutchinson
Kansas
$972K +$24.5K +211 +3%
BPC
1090
Banque Pictet & Cie
Switzerland
$970K +$940K +8,100 New
NHC
1091
Nicholas Hoffman & Company
Georgia
$969K +$13.6K +117 +1%
V
1092
ViaWealth
Kansas
$967K +$232 +2 +0%
FFBTD
1093
First Financial Bank - Trust Division
Ohio
$961K +$83.7K +721 +10%
MFS
1094
Monetta Financial Services
Illinois
$958K +$929K +8,000 New
ANTB
1095
AMG National Trust Bank
Colorado
$952K -$160K -1,375 -15%
WDC
1096
Woodward Diversified Capital
California
$951K +$127K +1,097 +16%
BCM
1097
Brookstone Capital Management
Illinois
$949K +$53.9K +464 +7%
PVI
1098
Pine Valley Investments
New Jersey
$948K +$138K +1,187 +18%
MWM
1099
Mattern Wealth Management
Kansas
$947K – – –
CT
1100
Cambridge Trust
Massachusetts
$945K -$9.64K -83 -1%
42 43
44
45 46