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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3076
Sequent Asset Management
Texas
$379K +$15.8K +101 +5%
TCOTS
3077
Trust Company of the South
North Carolina
$379K +$72.6K +464 +26%
SWG
3078
Summit Wealth Group
Vermont
$379K +$470 +3 +0.1%
MAC
3079
Mason & Associates (California)
California
$379K -$19.3K -123 -5%
GPWM
3080
Grant Private Wealth Management
California
$378K +$41.3K +264 +13%
CA
3081
Cannon Advisors
North Carolina
$378K -$13.9K -89 -4%
RFA
3082
ROI Financial Advisors
Oregon
$378K -$61.8K -395 -15%
CA
3083
Claris Advisors
Missouri
$378K -$7.04K -45 -2%
CIM
3084
Chapman Investment Management
California
$378K -$374K -2,392 -51%
SI
3085
Severin Investments
Missouri
$377K +$15.7K +100 +5%
CFGSD
3086
Compass Financial Group (South Dakota)
South Dakota
$376K +$16.3K +104 +5%
EL
3087
Essex LLC
Illinois
$375K +$626 +4 +0.2%
AMM
3088
American Money Management
California
$375K -$57.3K -366 -14%
FA
3089
Financial Advisors
Massachusetts
$375K +$157 +1 +0%
PCM
3090
Payne Capital Management
New York
$373K +$101K +644 +41%
GSIAS
3091
Garden State Investment Advisory Services
New Jersey
$373K -$5.95K -38 -2%
KWM
3092
Kiker Wealth Management
Georgia
$373K +$90.8K +580 +35%
HWP
3093
Hibernia Wealth Partners
Louisiana
$372K +$78.1K +499 +29%
UAML
3094
US Asset Management LLC
Pennsylvania
$372K -$1.72K -11 -0.5%
KCIC
3095
Kuhn & Co Investment Counsel
Illinois
$371K – – –
WBG
3096
Wharton Business Group
Pennsylvania
$371K – – –
AWS
3097
Arkfeld Wealth Strategies
Nebraska
$370K +$1.88K +12 +0.5%
DCM
3098
Davis Capital Management
Florida
$369K +$155K +990 +81%
WCWM
3099
Wooster Corthell Wealth Management
Connecticut
$368K +$13.3K +85 +4%
SC
3100
Solstein Capital
California
$368K – – –
122 123
124
125 126