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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1651
Smithfield Trust
Pennsylvania
$332K +$11K +100 +3%
FMB
1652
Field & Main Bank
Kentucky
$331K -$28.6K -260 -8%
BIA
1653
Beacon Investment Advisors
Maryland
$331K +$110 +1 +0%
MSFS
1654
Main Street Financial Solutions
Pennsylvania
$331K -$141K -1,286 -29%
FM
1655
Family Management
New York
$329K -$2.87M -26,160 -89%
MPM
1656
Meritage Portfolio Management
Kansas
$329K – – –
WPC
1657
White Pine Capital
Minnesota
$329K – – –
NCTC
1658
New Covenant Trust Company
Indiana
$329K +$79.7K +726 +30%
FFA
1659
Florida Financial Advisors
Florida
$328K +$98.8K +900 +41%
WC
1660
Waterloo Capital
Texas
$327K -$80.8K -736 -19%
CWM
1661
Cabot Wealth Management
Massachusetts
$327K – – –
KIA
1662
Knollwood Investment Advisory
Maryland
$326K – – –
GPA
1663
Garrison Point Advisors
California
$326K +$220 +2 +0.1%
CI
1664
Cambiar Investors
Colorado
$325K -$38.9M -354,047 -99%
WWM
1665
Waterway Wealth Management
Texas
$325K -$4.28K -39 -1%
ST
1666
Sageworth Trust
Pennsylvania
$325K -$202K -1,842 -37%
BG
1667
Bahl & Gaynor
Ohio
$325K -$115K -1,047 -25%
DWM
1668
Diversify Wealth Management
Utah
$325K +$23.3K +212 +7%
BTWM
1669
Brass Tax Wealth Management
Ohio
$324K +$25.6K +233 +8%
BA
1670
Bridgewater Associates
Connecticut
$324K +$125K +1,141 +59%
WCG
1671
Weaver Consulting Group
California
$324K – – –
WAS
1672
Wealth Advisory Solutions
Indiana
$324K +$18.3K +167 +6%
BC
1673
Barrett & Company
Rhode Island
$323K +$989 +9 +0.3%
WBG
1674
Wharton Business Group
Pennsylvania
$323K – – –
MWA
1675
Midland Wealth Advisors
Illinois
$323K +$28.4K +259 +9%
65 66
67
68 69