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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2751
Concorde Asset Management
Michigan
$673K +$1.49K +8 +0.2%
CW
2752
Channel Wealth
California
$673K -$10.8K -58 -1%
CAM
2753
CPA Asset Management
Florida
$673K – – –
HA
2754
Huntleigh Advisors
Missouri
$672K -$39.1K -210 -5%
WTA
2755
Washington Trust Advisors
Massachusetts
$670K +$12.5K +67 +2%
FCM
2756
Fire Capital Management
California
$669K – – –
SC
2757
Steph & Co
Wisconsin
$667K +$152K +816 +25%
SFG
2758
Sather Financial Group
Texas
$666K +$39.8K +214 +6%
HWMG
2759
Harbour Wealth Management Group
South Carolina
$665K +$22.1K +119 +3%
LWM
2760
LJI Wealth Management
Indiana
$665K +$42.4K +228 +6%
SIA
2761
SeaBridge Investment Advisors
New Jersey
$664K +$9.31K +50 +1%
PBK
2762
Peoples Bank (Kansas)
Kansas
$664K -$7.45K -40 -1%
BOM
2763
Bank of Marin
California
$664K -$53.4K -287 -7%
BCFD
2764
Boit C.F. David
$663K – – –
PI
2765
Parkside Investments
Illinois
$663K +$745K +4,000 New
PAS
2766
Professional Advisory Services
Florida
$663K – – –
SWA
2767
Shah Wealth Advisors
California
$661K +$742K +3,985 New
E
2768
Evansbrook
Illinois
$660K +$931 +5 +0.1%
BFA
2769
Bright Financial Advisors
Michigan
$660K +$199K +1,070 +37%
HSG
2770
Helen Stephens Group
Texas
$659K -$2.61K -14 -0.4%
OAM
2771
Oxford Asset Management
United Kingdom
$657K -$1.19M -6,379 -62%
WAM
2772
WNY Asset Management
New York
$656K +$14.1K +76 +2%
CA
2773
Crumly & Associates
Illinois
$655K +$4.28K +23 +0.6%
TAM
2774
Trillium Asset Management
Massachusetts
$654K – – –
FFL
2775
Future Fund LLC
Illinois
$654K -$177K -950 -19%
109 110
111
112 113