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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1726
ARS Wealth Advisors
Florida
$854K -$24K -548 -3%
JIP
1727
Jaffetilchin Investment Partners
Florida
$852K +$515K +11,739 +180%
HIM
1728
Hotaling Investment Management
Pennsylvania
$849K +$359K +8,195 +82%
CIM
1729
CIM Investment Management
Pennsylvania
$848K +$419K +9,552 +111%
CGA
1730
Crescent Grove Advisors
Illinois
$847K +$1.93K +44 +0.2%
WP
1731
WealthPLAN Partners
Nebraska
$842K -$13.8K -315 -2%
WPP
1732
Whalerock Point Partners
Rhode Island
$841K -$380K -8,667 -32%
RA
1733
Royce & Associates
New York
$840K -$373K -8,500 -32%
BMO
1734
Beck Mack & Oliver
New York
$840K -$8.77K -200 -1%
LCM
1735
Liberty Capital Management
Michigan
$837K +$1.32K +30 +0.2%
SW
1736
StrongBox Wealth
Missouri
$835K +$83.8K +1,911 +12%
TNB
1737
Thomasville National Bank
Georgia
$834K +$13.4K +306 +2%
QI
1738
Qtron Investments
Massachusetts
$831K +$53.1K +1,211 +7%
DWM
1739
Destination Wealth Management
California
$830K -$109K -2,493 -12%
SIAP
1740
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$830K +$238K +5,425 +44%
SLT
1741
St Louis Trust
Missouri
$824K – – –
LC
1742
Lindbrook Capital
California
$823K +$106K +2,406 +16%
FCA
1743
FLC Capital Advisors
California
$823K +$347K +7,909 +80%
CT
1744
Chicago Trust
Illinois
$822K +$20.2K +460 +3%
EGA
1745
E&G Advisors
Texas
$820K – – –
CC
1746
Centiva Capital
New York
$818K +$769K +17,544 New
SRC
1747
Sage Rhino Capital
California
$817K +$20.7K +473 +3%
CF
1748
Copperwynd Financial
Arizona
$816K -$112K -2,562 -13%
TCM
1749
Tributary Capital Management
Nebraska
$815K -$32.9K -750 -4%
NAS
1750
Nicolet Advisory Services
Wisconsin
$812K -$35.7K -813 -4%
68 69
70
71 72