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Name Holding Trade Value Shares
Change 		Change in
Stake
BTC
1701
Bank & Trust Company
Illinois
$351K +$372K +3,067 New
BC
1702
Barrett & Company
Rhode Island
$350K +$1.21K +10 +0.3%
MIM
1703
Merrion Investment Management
New Jersey
$349K – – –
MCCP
1704
Mission Creek Capital Partners
California
$349K -$87.1K -717 -19%
WSCM
1705
Wellington Shields Capital Management
New York
$348K – – –
AC
1706
Apella Capital
Connecticut
$348K -$12.1K -100 -3%
AWAU
1707
Alliance Wealth Advisors (Utah)
Utah
$347K +$18K +148 +5%
VFPW
1708
Vantage Financial Partners (Wisconsin)
Wisconsin
$347K +$2.31K +19 +0.6%
SEP
1709
Southland Equity Partners
Missouri
$347K -$24.8K -204 -6%
TWP
1710
Tempus Wealth Planning
California
$347K – – –
QFA
1711
Quantum Financial Advisors
California
$347K +$75.3K +620 +26%
DIM
1712
Delta Investment Management
California
$347K +$26.4K +217 +8%
ATI
1713
ARK & TLK Investments
Oklahoma
$347K +$24.2K +199 +7%
ST
1714
Smithfield Trust
Pennsylvania
$346K -$15.7K -129 -4%
CIP
1715
Convergence Investment Partners
Florida
$346K -$8.5K -70 -2%
FC
1716
Fulcrum Capital
Washington
$345K +$38.3K +315 +12%
LRIA
1717
Leonard Rickey Investment Advisors
Washington
$344K +$92.3K +760 +34%
FFO
1718
Fiduciary Family Office
Florida
$344K -$115K -951 -24%
OWM
1719
OneAscent Wealth Management
Alabama
$344K -$124K -1,022 -25%
GG
1720
Greenwood Gearhart
Arkansas
$344K – – –
AOWM
1721
Alpha Omega Wealth Management
Virginia
$342K +$1.34K +11 +0.4%
ATC
1722
Adirondack Trust Company
New York
$341K -$1.09K -9 -0.3%
TA
1723
TruWealth Advisors
Louisiana
$341K – – –
HAIM
1724
Hunter Associates Investment Management
Pennsylvania
$340K +$81.5K +671 +29%
JSW
1725
Journey Strategic Wealth
New Jersey
$340K +$143K +1,178 +66%
67 68
69
70 71