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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1151
Simmons Bank
Arkansas
$612K -$225K -3,599 -26%
VCG
1152
Vantage Consulting Group
Virginia
$609K +$118K +1,879 +22%
SWM
1153
Spire Wealth Management
Virginia
$605K -$187K -2,982 -23%
LKIM
1154
Lawson Kroeker Investment Management
Nebraska
$604K – – –
LWA
1155
Lantern Wealth Advisors
New York
$603K -$1M -16,064 -61%
PHIC
1156
Pine Haven Investment Counsel
Massachusetts
$598K -$21.9K -350 -3%
SAM
1157
Strategy Asset Managers
California
$597K +$540K +8,640 New
IAMOG
1158
Investors Asset Management of Georgia
Georgia
$597K -$32.3K -516 -5%
B
1159
Birchbrook
Maine
$596K -$125 -2 -0%
CAM
1160
Cozad Asset Management
Illinois
$593K -$171K -2,740 -21%
S
1161
SimplyRich
California
$592K -$60.1K -961 -9%
ACP
1162
Aviance Capital Partners
Florida
$588K -$107K -1,713 -15%
WSCM
1163
Wellington Shields Capital Management
New York
$588K -$657K -10,499 -51%
BA
1164
Bristlecone Advisors
Washington
$587K +$51.8K +828 +9%
BAM
1165
Belpointe Asset Management
Nevada
$583K -$221K -3,533 -26%
CF
1166
Copperwynd Financial
Arizona
$583K -$502K -8,028 -45%
CT
1167
Chicago Trust
Illinois
$583K -$702K -11,225 -53%
FSA
1168
Fort Sheridan Advisors
Illinois
$583K -$423K -6,769 -41%
BIC
1169
Beach Investment Counsel
Pennsylvania
$582K -$1.24M -19,794 -67%
CWS
1170
Confluence Wealth Services
Pennsylvania
$581K -$31.2K -498 -5%
MBTD
1171
Mechanics Bank - Trust Department
California
$579K -$890K -14,227 -59%
BIG
1172
Brooklyn Investment Group
New York
$579K – – –
BJL
1173
Brighton Jones LLC
Washington
$577K -$46K -735 -7%
FHA
1174
First Horizon Advisors
Tennessee
$575K -$105K -1,680 -15%
AAS
1175
Ameritas Advisory Services
Nebraska
$572K -$60.9K -973 -9%
45 46
47
48 49