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Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1701
Summit X LLC
Missouri
$332K -$8.89K -125 -3%
AT
1702
Arden Trust
Delaware
$331K -$159K -2,231 -32%
AWE
1703
Avidian Wealth Enterprises
Texas
$330K -$117K -1,640 -26%
UAML
1704
US Asset Management LLC
Pennsylvania
$330K -$11.7K -164 -3%
BWP
1705
BSW Wealth Partners
Colorado
$329K -$78.3K -1,100 -19%
WWM
1706
Windsor Wealth Management
Indiana
$328K +$6.69K +94 +2%
IP
1707
Ignite Planners
California
$327K -$153K -2,148 -31%
GBT
1708
Grove Bank & Trust
Florida
$327K -$52.2K -733 -13%
OWP
1709
Obermeyer Wealth Partners
Colorado
$327K +$336K +4,728 New
NF
1710
Norwood Financial
Pennsylvania
$326K +$32.5K +457 +11%
PBO
1711
Peoples Bank (Ohio)
Ohio
$326K -$21.2K -298 -6%
CC
1712
Cannell & Co
New York
$324K – – –
SOS
1713
Silver Oak Securities
Tennessee
$323K +$11.1K +156 +3%
HWA
1714
Heritage Wealth Advisors
Virginia
$322K -$25.8K -363 -7%
KOCAA
1715
Knights of Columbus Asset Advisors
Connecticut
$318K +$7.33K +103 +2%
FWSM
1716
First Wilshire Securities Management
California
$318K – – –
CWM
1717
Cadence Wealth Management
Massachusetts
$318K – – –
CA
1718
Carson Advisory
Georgia
$318K +$327K +4,597 New
KFP
1719
Keystone Financial Planning
Ohio
$316K – – –
LIA
1720
Luken Investment Analytics
Tennessee
$316K – – –
AA
1721
AlphaQ Advisors
Florida
$313K +$36.4K +512 +13%
RMDI
1722
R.M. Davis Inc
Maine
$312K -$68.7K -965 -18%
RDWM
1723
Red Door Wealth Management
Tennessee
$312K +$17.1K +241 +6%
RCM
1724
Regency Capital Management
Hawaii
$311K +$320K +4,500 New
BONH
1725
Bank of New Hampshire
New Hampshire
$310K -$298K -4,190 -48%
67 68
69
70 71