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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1301
GAMCO Investors
Connecticut
$606K +$528K +2,410 New
PCG
1302
Private Capital Group
Connecticut
$605K -$75.1K -343 -12%
LB
1303
Leo Brokerage
Texas
$605K +$707K +3,229 New
DC
1304
DeDora Capital
California
$599K -$61.3K -280 -11%
KP
1305
Keel Point
Alabama
$599K +$522K +2,385 New
TPA
1306
Trivium Point Advisory
Connecticut
$593K +$153K +698 +42%
ECG
1307
Edge Capital Group
Georgia
$591K +$41.2K +188 +9%
GJIC
1308
Gamble Jones Investment Counsel
California
$590K -$8.1K -37 -2%
FNT
1309
First Nebraska Trust
Nebraska
$589K – – –
RMCM
1310
Reynders McVeigh Capital Management
Massachusetts
$586K +$88.2K +403 +21%
HTHT
1311
Hemenway Trust Hemenway Trust
New Hampshire
$586K +$111K +507 +28%
RWP
1312
RWA Wealth Partners
Massachusetts
$584K -$4.16K -19 -0.8%
LTI
1313
Laffer Tengler Investments
Tennessee
$581K +$36.8K +168 +8%
AIS
1314
AM Investment Strategies
Tennessee
$579K +$504K +2,304 New
RWA
1315
Redhawk Wealth Advisors
Minnesota
$579K +$505K +2,305 New
GSBTD
1316
Glenview State Bank Trust Department
Illinois
$578K – – –
HCM
1317
Harvey Capital Management
Florida
$578K – – –
PA
1318
Parkside Advisors
California
$578K – – –
SHWM
1319
Silicon Hills Wealth Management
Texas
$577K +$60.2K +275 +14%
SFI
1320
SPC Financial Inc
Maryland
$575K -$864K -3,945 -63%
SIM
1321
SSI Investment Management
California
$574K -$12K -55 -2%
SWP
1322
Strategic Wealth Partners
Ohio
$570K -$18.4K -84 -4%
CPW
1323
Catalyst Private Wealth
California
$569K +$496K +2,265 New
AMC
1324
Asset Management Corp
Illinois
$565K -$10.9K -50 -2%
BFM
1325
Boston Financial Management
Massachusetts
$563K -$32.8K -150 -6%
51 52
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54 55