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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1251
Guardian Partners
Canada
$393K +$412K +5,224 New
S
1252
Sunpointe
Missouri
$393K +$18.7K +237 +5%
AC
1253
Apella Capital
Connecticut
$392K -$2.37K -30 -0.6%
MW
1254
Marble Wealth
Alabama
$392K +$389K +4,937 New
TC
1255
Truvestments Capital
Florida
$389K -$65.3K -828 -14%
AA
1256
Armis Advisers
Georgia
$388K -$89.1K -1,130 -17%
PHS
1257
Pekin Hardy Strauss
Illinois
$387K +$43.5K +552 +13%
DT
1258
Diversified Trust
Tennessee
$387K +$144K +1,829 +60%
LF
1259
Lantz Financial
Illinois
$384K +$11.1K +141 +3%
PWM
1260
Pines Wealth Management
North Carolina
$381K -$55.9K -709 -13%
ST
1261
Somerset Trust
Pennsylvania
$381K -$2.84K -36 -0.7%
TP
1262
Tranquility Partners
Tennessee
$380K -$11.3K -143 -3%
FC
1263
Fulcrum Capital
Washington
$380K +$378K +4,792 New
ST
1264
Smithfield Trust
Pennsylvania
$380K -$5.12K -65 -1%
FNFDCM
1265
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$379K -$38.8K -492 -9%
MWM
1266
Modern Wealth Management
Kansas
$379K +$63.8K +809 +20%
BFM
1267
Boothbay Fund Management
New York
$377K +$375K +4,754 New
MPWT
1268
MassMutual Private Wealth & Trust
Connecticut
$377K +$59.8K +759 +19%
CCM
1269
Cullen Capital Management
New York
$377K -$135K -1,710 -26%
NCM
1270
Northside Capital Management
Oregon
$376K – – –
MCM
1271
Manchester Capital Management
Vermont
$376K +$5.36K +68 +1%
CB
1272
Cadence Bank
Mississippi
$374K +$6.7K +85 +2%
CPA
1273
Capital Performance Advisors
California
$374K -$237 -3 -0.1%
KOCAA
1274
Knights of Columbus Asset Advisors
Connecticut
$373K +$60.9K +773 +20%
OFS
1275
OneAscent Financial Services
Alabama
$371K +$15.8K +201 +4%
49 50
51
52 53