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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1726
BigSur Wealth Management
Florida
$1.18M – – –
OIM
1727
Opus Investment Management
Massachusetts
$1.18M – – –
CNTOF
1728
Canandaigua National Trust of Florida
New York
$1.18M +$54.7K +958 +5%
JSW
1729
Journey Strategic Wealth
New Jersey
$1.18M +$192K +3,361 +20%
FFWA
1730
FRG Family Wealth Advisors
Washington
$1.17M – – –
MCM
1731
Mork Capital Management
California
$1.17M – – –
HNB
1732
Hilltop National Bank
Wyoming
$1.17M -$19.6K -344 -2%
CWP
1733
Core Wealth Partners
California
$1.17M -$228 -4 -0%
WAAG
1734
Wealth Alliance Advisory Group
Kansas
$1.16M -$42K -736 -4%
1WM
1735
1858 Wealth Management
Ohio
$1.16M +$138K +2,420 +14%
SCM
1736
Schnieders Capital Management
California
$1.16M -$266K -4,653 -19%
OHWP
1737
Oak Harbor Wealth Partners
North Carolina
$1.16M -$197K -3,443 -15%
M
1738
Mirova
France
$1.16M -$23.7K -415 -2%
V
1739
VeraBank
Texas
$1.16M -$13.1K -229 -1%
CHJWM
1740
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.16M -$8.79K -154 -0.8%
BAAM
1741
Baker Avenue Asset Management
California
$1.15M +$186K +3,263 +20%
RMDI
1742
R.M. Davis Inc
Maine
$1.15M +$17.1K +300 +2%
PCM
1743
Pointe Capital Management
Michigan
$1.15M +$6.8K +119 +0.6%
AW
1744
Atlas Wealth
Ohio
$1.15M +$21.1K +369 +2%
JWA
1745
JFS Wealth Advisors
Pennsylvania
$1.15M -$27.6K -484 -2%
FTUS
1746
Flow Traders U.S.
New York
$1.15M +$1.11M +19,356 New
AWM
1747
Angeles Wealth Management
California
$1.14M +$329K +5,755 +42%
BL
1748
BFSG LLC
California
$1.14M -$2.86K -50 -0.3%
TPWA
1749
TRUE Private Wealth Advisors
Oregon
$1.14M -$74.1K -1,297 -6%
NL
1750
NWAM LLC
Washington
$1.14M +$34.6K +606 +3%
68 69
70
71 72