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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1026
Crews Bank & Trust
Florida
$541K -$18K -275 -3%
QWP
1027
Quotient Wealth Partners
Texas
$540K +$3.87K +59 +0.8%
CAM
1028
Cozad Asset Management
Illinois
$539K +$98.4K +1,500 +24%
LWL
1029
Leo Wealth LLC
Texas
$538K +$511K +7,793 New
KCFA
1030
Key Client Fiduciary Advisors
New Jersey
$537K +$45.6K +695 +10%
ASBI
1031
American State Bank (Iowa)
Iowa
$535K +$13.6K +208 +3%
SWM
1032
Spire Wealth Management
Virginia
$534K -$4.24M -64,594 -89%
AWM
1033
Axxcess Wealth Management
California
$534K -$165K -2,519 -25%
TPW
1034
Transatlantique Private Wealth
New York
$533K -$144K -2,195 -22%
HVIA
1035
Hudson Valley Investment Advisors
New York
$532K -$43.7K -667 -8%
WT
1036
Washington Trust
Rhode Island
$530K -$42.4K -646 -8%
IBOK
1037
Independence Bank of Kentucky
Kentucky
$529K – – –
AWAG
1038
ARS Wealth Advisors Group
Florida
$529K +$5.31K +81 +1%
BMC
1039
Beaton Management Company
Massachusetts
$527K -$43K -656 -8%
BCWM
1040
Bartlett & Co Wealth Management
Ohio
$523K -$18.4K -280 -4%
TFIPS
1041
Towarzystwo Funduszy Inwestycyjnych PZU SA
$522K +$27.5K +420 +6%
IC
1042
Inscription Capital
Texas
$522K +$497K +7,572 New
FLPIM
1043
F.L. Putnam Investment Management
Massachusetts
$519K -$97.2K -1,483 -16%
CWA
1044
Centennial Wealth Advisory
Michigan
$519K +$493K +7,516 New
CIP
1045
Convergence Investment Partners
Florida
$517K -$20.2K -308 -4%
CW
1046
CreativeOne Wealth
Kansas
$515K +$45.4K +693 +10%
DWT
1047
Dorsey & Whitney Trust
South Dakota
$512K +$3.08K +47 +0.6%
CP
1048
Camelot Portfolios
Ohio
$512K -$11.5K -176 -2%
KOC
1049
Koss-Olinger Consulting
Florida
$512K -$35.9K -548 -7%
SCM
1050
Stevens Capital Management
Pennsylvania
$511K +$486K +7,407 New
40 41
42
43 44