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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1601
Howard Financial Services
Texas
$399K -$36.7K -368 -9%
AG
1602
Advocate Group
Minnesota
$396K -$44.9K -450 -11%
KCIC
1603
Kuhn & Co Investment Counsel
Illinois
$395K – – –
WRPWM
1604
Werba Rubin Papier Wealth Management
California
$392K -$21.8K -219 -6%
ESBC
1605
E.S. Barr & Co
Kentucky
$391K – – –
PSB
1606
Piscataqua Savings Bank
New Hampshire
$389K +$12.5K +125 +3%
IIC
1607
Integrated Investment Consultants
Michigan
$388K +$10.3K +103 +3%
VIP
1608
Vista Investment Partners
Oklahoma
$388K -$19.1K -192 -5%
SWM
1609
Stockman Wealth Management
Montana
$386K -$33.5K -336 -8%
BP
1610
BWM Planning
Texas
$386K -$8.18K -82 -2%
PAG
1611
Poinciana Advisors Group
Florida
$385K +$366K +3,667 New
FPL
1612
Fortress Private Ledger
North Carolina
$384K +$77.5K +777 +27%
BWG
1613
Berry Wealth Group
Texas
$382K +$138K +1,381 +61%
AWM
1614
Aviso Wealth Management
Washington
$382K -$36.9K -370 -9%
WAM
1615
Wakefield Asset Management
Colorado
$382K +$362K +3,634 New
GSWM
1616
Golden State Wealth Management
California
$382K -$8.08K -81 -2%
HPBT
1617
Hickory Point Bank & Trust
Illinois
$381K – – –
BB
1618
Berkshire Bank
Massachusetts
$379K +$29.5K +296 +9%
PWMAG
1619
Pinnacle Wealth Management Advisory Group
New Jersey
$379K -$103K -1,029 -22%
OWA
1620
One Wealth Advisors
California
$379K +$71.3K +715 +25%
WMA
1621
West Michigan Advisors
Michigan
$377K +$100 +1 +0%
AHL
1622
Abel Hall LLC
Louisiana
$376K +$22.7K +228 +7%
BMO
1623
Beck Mack & Oliver
New York
$376K -$11.1K -111 -3%
MCM
1624
McRae Capital Management
New Jersey
$375K -$3.19K -32 -0.9%
SCA
1625
STALEY CAPITAL ADVISERS
Pennsylvania
$375K – – –
63 64
65
66 67