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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1551
Regatta Capital Group
California
$426K +$50.7K +508 +14%
FSWA
1552
Financial Synergies Wealth Advisors
Texas
$425K -$4.19K -42 -1%
NFTC
1553
North Forty Two & Co
Oregon
$425K – – –
EM
1554
Excalibur Management
Massachusetts
$425K +$5.98K +60 +2%
TF
1555
Tompkins Financial
New York
$425K +$5.09K +51 +1%
CFA
1556
CWS Financial Advisors
Michigan
$421K +$299 +3 +0.1%
LCS
1557
Levin Capital Strategies
New York
$420K – – –
TAM
1558
Titleist Asset Management
Texas
$418K -$50.6K -507 -11%
WC
1559
Waterloo Capital
Texas
$418K +$31.2K +313 +9%
CSI
1560
Cross Staff Investments
New York
$418K – – –
HWMT
1561
Heritage Wealth Management (Texas)
Texas
$417K -$20.1K -202 -5%
TFIPS
1562
Towarzystwo Funduszy Inwestycyjnych PZU SA
$417K +$48.9K +490 +14%
VCP
1563
Verus Capital Partners
Arizona
$415K -$48.5K -486 -11%
ACM
1564
AlphaStar Capital Management
North Carolina
$415K -$107K -1,077 -21%
BSTWA
1565
Blake Schutter Theil Wealth Advisors
Ohio
$415K – – –
BW
1566
BIP Wealth
Georgia
$415K – – –
JLBC
1567
J.L. Bainbridge & Co
Florida
$414K +$29.9K +300 +8%
AIC
1568
Archer Investment Corporation
Indiana
$413K -$6.58K -66 -2%
KFS
1569
Keynote Financial Services
Connecticut
$413K – – –
BWAM
1570
Boyd Watterson Asset Management
Ohio
$412K -$8.28K -83 -2%
ADL
1571
Asset Dedication LLC
California
$411K -$64.9K -651 -14%
CP
1572
Clarendon Private
Massachusetts
$411K -$190K -1,902 -33%
SFWA
1573
Summit Financial Wealth Advisors
Louisiana
$411K -$13.1K -131 -3%
RTC
1574
Riverview Trust Company
Washington
$410K – – –
BFO
1575
Biltmore Family Office
North Carolina
$409K – – –
61 62
63
64 65