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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1276
Sutton Wealth Advisors
Florida
$375K +$2.21K +41 +0.6%
DBT
1277
Dubuque Bank & Trust
Iowa
$373K +$32.8K +609 +10%
LSAG
1278
Lake Street Advisors Group
New Hampshire
$373K +$53.5K +993 +17%
SG
1279
StoneX Group
New York
$370K +$366K +6,790 New
BA
1280
Broadview Advisors
Wisconsin
$369K – – –
PP
1281
PagnatoKarp Partners
Virginia
$368K +$69.6K +1,293 +24%
CAM
1282
Concorde Asset Management
Michigan
$367K -$114K -2,115 -24%
WA
1283
Wambolt & Associates
Colorado
$367K -$1.99K -37 -0.5%
FFWA
1284
FRG Family Wealth Advisors
Washington
$366K -$391K -7,256 -52%
BG
1285
Bahl & Gaynor
Ohio
$366K -$345K -6,398 -49%
DA
1286
Doliver Advisors
Texas
$366K +$20.1K +374 +6%
CCM
1287
Cox Capital Management
Massachusetts
$366K +$361K +6,708 New
CCFCSB
1288
Cape Cod Five Cents Savings Bank
Massachusetts
$365K -$2.32K -43 -0.6%
SSG
1289
Summit Securities Group
New York
$365K +$361K +6,700 New
JFA
1290
JNBA Financial Advisors
Minnesota
$364K +$5.38K +100 +2%
CC
1291
Cannell & Co
New York
$362K -$12.1K -225 -3%
CBT
1292
Capital Bank & Trust
California
$357K -$12.6K -234 -3%
WC
1293
Westhampton Capital
North Carolina
$357K +$352K +6,545 New
JWM
1294
JGP Wealth Management
Oregon
$356K +$7.81K +145 +2%
CLOS
1295
Compagnie Lombard Odier SCmA
Switzerland
$355K -$27.1K -503 -7%
QCG
1296
Quadrant Capital Group
Ohio
$355K +$37.5K +697 +12%
FG
1297
Fiduciary Group
Georgia
$353K +$10.8K +200 +3%
SBSB
1298
Sullivan, Bruyette, Speros & Blaney
Virginia
$353K +$12.3K +228 +4%
ARMT
1299
Amica Retiree Medical Trust
Rhode Island
$348K – – –
CA
1300
Cornerstone Advisory
Maryland
$347K +$343K +6,367 New
50 51
52
53 54