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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1251
Icon Wealth Advisors
Texas
$487K +$4.37K +49 +1%
CC
1252
Corsicana & Co
Texas
$486K -$21.9K -245 -5%
CIC
1253
Chase Investment Counsel
Virginia
$484K +$5.62K +63 +1%
CIAS
1254
CFS Investment Advisory Services
New Jersey
$483K +$1.7K +19 +0.4%
SWM
1255
Sterling Wealth Management
Illinois
$483K – – –
AG
1256
AlTi Global
New York
$483K +$102K +1,139 +32%
SEP
1257
Southland Equity Partners
Missouri
$482K -$29.4K -329 -7%
OWA
1258
Octavia Wealth Advisors
Ohio
$480K -$70.7K -792 -15%
GP
1259
Guardian Partners
Canada
$478K +$13K +146 +3%
TCM
1260
Traub Capital Management
Massachusetts
$478K -$266K -2,980 -39%
AIM
1261
Athena Investment Management
California
$476K -$167K -1,874 -29%
MF
1262
Meridian Financial
Massachusetts
$475K +$50K +560 +14%
EW
1263
Element Wealth
Mississippi
$475K +$803 +9 +0.2%
NIM
1264
Northeast Investment Management
Massachusetts
$472K – – –
SIG
1265
Sargent Investment Group
Maryland
$471K +$10.4K +117 +3%
ASG
1266
Ariston Services Group
California
$470K +$406K +4,546 New
LSIA
1267
LaSalle St. Investment Advisors
Illinois
$469K -$1.7K -19 -0.4%
BA
1268
Bridgewater Advisors
New York
$469K +$12.2K +137 +3%
KFP
1269
Keystone Financial Planning
Ohio
$468K – – –
CIA
1270
Cladis Investment Advisory
Montana
$467K +$89 +1 +0%
LA
1271
Lifeworks Advisors
Michigan
$467K -$110K -1,227 -21%
BTI
1272
Blue Trust Inc
Georgia
$465K -$22.1K -248 -5%
TWM
1273
TRB Wealth Management
Texas
$464K +$47.3K +530 +13%
BCA
1274
Bay Colony Advisors
Massachusetts
$464K -$10K -112 -2%
FWTB
1275
First Western Trust Bank
Colorado
$461K -$21.7K -243 -5%
49 50
51
52 53