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Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1776
Fairvoy Private Wealth
Alabama
$371K – – –
HKAM
1777
Horizon Kinetics Asset Management
New York
$371K +$311K +2,811 New
SJL
1778
Shayne & Jacobs LLC
Tennessee
$371K – – –
WETS
1779
Wealth Enhancement Trust Services
South Dakota
$371K +$1.99K +18 +0.6%
SP
1780
Stonebrook Private
Michigan
$371K -$2.44K -22 -0.8%
OFS
1781
Orrstown Financial Services
Pennsylvania
$370K +$35.4K +320 +13%
TIM
1782
Tevis Investment Management
Texas
$370K +$1.11K +10 +0.4%
BWAM
1783
Boyd Watterson Asset Management
Ohio
$370K -$66.1K -597 -18%
IP
1784
Isthmus Partners
Wisconsin
$369K – – –
PL
1785
Parthenon LLC
Kentucky
$369K – – –
RFN
1786
RDA Financial Network
Iowa
$369K +$111 +1 +0%
SWGC
1787
Summit Wealth Group (Colorado)
Colorado
$369K +$309K +2,795 New
ICP
1788
Impact Capital Partners
Colorado
$369K +$1.99K +18 +0.6%
PSCM
1789
Per Stirling Capital Management
Texas
$368K +$1.11K +10 +0.4%
RGC
1790
Roberts, Glore & Co
Illinois
$367K -$7.2K -65 -2%
WCG
1791
Weaver Consulting Group
California
$367K +$886 +8 +0.3%
BOJHT
1792
Bank of Jackson Hole Trust
Wyoming
$367K +$5.54K +50 +2%
MCWA
1793
Meadow Creek Wealth Advisors
Georgia
$367K -$17.8K -161 -5%
CCG
1794
Catalina Capital Group
California
$366K +$4.43K +40 +1%
WPC
1795
White Pine Capital
Minnesota
$366K – – –
TCP
1796
TMB Capital Partners
Arkansas
$366K -$2.55K -23 -0.8%
FDW
1797
Fourth Dimension Wealth
Ohio
$366K +$263K +2,379 +610%
WSCM
1798
Wellington Shields Capital Management
New York
$364K -$33.2K -300 -10%
BHPW
1799
Beverly Hills Private Wealth
California
$363K +$20K +181 +7%
BC
1800
Barrett & Company
Rhode Island
$363K +$1.11K +10 +0.4%
70 71
72
73 74