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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1626
Orleans Capital Management
Louisiana
$580K -$9.9K -100 -2%
HFG
1627
Heron Financial Group
New York
$580K +$9.9K +100 +2%
SIC
1628
Samalin Investment Counsel
New York
$579K +$33.2K +335 +6%
PWS
1629
Precision Wealth Strategies
Missouri
$578K -$43.9K -444 -7%
DFS
1630
Dixon Fnancial Services
California
$578K +$99 +1 +0%
TFS
1631
Thoroughbred Financial Services
Tennessee
$577K +$396 +4 +0.1%
MWM
1632
Mission Wealth Management
California
$576K +$65.1K +658 +12%
HCM
1633
Hall Capital Management
Rhode Island
$575K -$792 -8 -0.1%
NFC
1634
Northeast Financial Consultants
Connecticut
$573K – – –
WIM
1635
Westside Investment Management
California
$567K -$57.3K -579 -1%
CBT
1636
CoreFirst Bank & Trust
Kansas
$567K – – –
QC
1637
Quent Capital
New York
$567K +$11.5K +116 +2%
VT
1638
Vise Technologies
New York
$566K -$56K -566 -9%
ALAM
1639
Asahi Life Asset Management
Japan
$565K -$47.5K -480 -8%
LSA
1640
Leonteq Securities AG
Switzerland
$564K -$302K -3,051 -34%
CIC
1641
Crawford Investment Counsel
Georgia
$560K -$4.45K -45 -0.8%
WAS
1642
Wealth Advisory Solutions
Indiana
$560K +$294K +2,970 +102%
CPC
1643
Congress Park Capital
New York
$556K -$7.42K -75 -1%
HI
1644
Hoey Investments
Pennsylvania
$556K +$137K +1,386 +31%
BHBT
1645
Burke & Herbert Bank & Trust
Virginia
$547K – – –
KFI
1646
Key Financial Inc
Pennsylvania
$545K +$7.42K +75 +1%
FIBT
1647
First International Bank & Trust
North Dakota
$543K +$152K +1,540 +37%
WDC
1648
Woodward Diversified Capital
California
$542K -$37.5K -379 -6%
ACI
1649
Alpha Cubed Investments
California
$541K -$242K -2,445 -30%
FNBOSM
1650
First National Bank of South Miami
Florida
$541K -$57.1K -577 -9%
64 65
66
67 68