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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1551
Perkins Capital Management
Minnesota
$457K +$35.6K +500 +9%
SFP
1552
Shepherd Financial Partners
Massachusetts
$456K +$1.21K +17 +0.3%
FWTB
1553
First Western Trust Bank
Colorado
$455K +$410K +5,767 New
WDA
1554
Wendell David Associates
New Hampshire
$455K -$178K -2,500 -30%
TFG
1555
Taylor Financial Group
Virginia
$454K +$409K +5,750 New
SOS
1556
Silver Oak Securities
Tennessee
$453K +$244K +3,427 +149%
CCWM
1557
Cassaday & Co Wealth Management
Virginia
$453K -$31.5K -442 -7%
MFG
1558
Midwest Financial Group
Kansas
$452K -$64.4K -905 -14%
LPT
1559
Legacy Private Trust
Wisconsin
$451K -$25.7K -361 -6%
AA
1560
AlphaQ Advisors
Florida
$450K +$128K +1,797 +46%
PFBT
1561
Parkside Financial Bank & Trust
Missouri
$449K -$6.83K -96 -2%
WIA
1562
Westbourne Investment Advisors
Maryland
$448K -$61.6K -865 -13%
SMH
1563
Sanders Morris Harris
Texas
$447K -$16.2K -227 -4%
NIWA
1564
New Insight Wealth Advisors
California
$447K +$403K +5,666 New
AOI
1565
Auto-Owners Insurance
Michigan
$447K – – –
BOPW
1566
Brandywine Oak Private Wealth
Pennsylvania
$446K -$57.5K -808 -13%
CFO
1567
CVA Family Office
Colorado
$446K +$31.2K +439 +8%
VHAM
1568
Van Hulzen Asset Management
California
$444K -$4.98K -70 -1%
VC
1569
Vicus Capital
Pennsylvania
$443K -$54.9K -772 -12%
LGG
1570
Luts & Greenleigh Group
Maryland
$441K +$398K +5,590 New
MA
1571
MKT Advisors
California
$441K -$4.27K -60 -1%
EFH
1572
Eaton Financial Holdings
Florida
$441K -$246K -3,452 -38%
WJWM
1573
Williams Jones Wealth Management
New York
$440K -$75.8K -1,065 -16%
OC
1574
Oakworth Capital
Alabama
$438K +$110K +1,540 +38%
EHAM
1575
Eagle Harbor Asset Management
Washington
$435K -$9.04K -127 -2%
61 62
63
64 65