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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Claro Advisors
Massachusetts
$339K +$77.1K +853 +31%
SIM
1602
Stratos Investment Management
Ohio
$339K -$168K -1,859 -34%
RCG
1603
Regatta Capital Group
California
$338K -$38.4K -425 -11%
IWMO
1604
Integrated Wealth Management (Ohio)
Ohio
$338K +$327K +3,612 New
PAS
1605
Parsonex Advisory Services
Colorado
$338K -$12.1K -134 -4%
CPA
1606
Capital Planning Advisors
California
$338K -$20.1K -222 -6%
SWM
1607
Stockman Wealth Management
Montana
$337K -$362 -4 -0.1%
BP
1608
BWM Planning
Texas
$337K -$16.2K -179 -5%
BI
1609
Ballast Inc
Kentucky
$336K +$7.14K +79 +2%
BMO
1610
Beck Mack & Oliver
New York
$335K – – –
FPL
1611
Fortress Private Ledger
North Carolina
$335K -$5.88K -65 -2%
FMB
1612
Field & Main Bank
Kentucky
$334K -$16.6K -183 -5%
SCA
1613
STALEY CAPITAL ADVISERS
Pennsylvania
$334K – – –
UAS
1614
United Asset Strategies
New York
$334K – – –
EPIM
1615
Evelyn Partners Investment Management
$333K – – –
HIM
1616
Hanlon Investment Management
New Jersey
$333K +$21.3K +236 +7%
HPBT
1617
Hickory Point Bank & Trust
Illinois
$333K – – –
TCG
1618
Transcendent Capital Group
Oklahoma
$332K +$116K +1,280 +56%
RIM
1619
Reliant Investment Management
Tennessee
$332K -$29.8K -329 -8%
BFPW
1620
BOK Financial Private Wealth
Colorado
$331K +$33.6K +371 +12%
BW
1621
Bravera Wealth
North Dakota
$330K +$319K +3,529 New
DSC
1622
Duncker Streett & Co
Missouri
$330K -$20.3K -225 -6%
DCM
1623
Dorato Capital Management
Colorado
$329K +$297K +3,281 New
BB
1624
Burford Brothers
Texas
$329K -$94.7K -1,047 -23%
AAS
1625
Annex Advisory Services
Wisconsin
$329K -$2.76M -30,567 -90%
63 64
65
66 67