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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
776
Forvis Mazars Wealth Advisors
Missouri
$7.48M +$510K +3,555 +8%
SIM
777
Seaview Investment Managers
Florida
$7.46M +$6.58M +45,848 New
HT
778
HighTower Trust
Texas
$7.46M -$364K -2,536 -5%
MCP
779
Martin Capital Partners
Oregon
$7.45M -$1.05M -7,325 -14%
MJP
780
Michael J. Puzo
$7.44M -$15.8K -110 -0.2%
CCFCSB
781
Cape Cod Five Cents Savings Bank
Massachusetts
$7.39M -$606K -4,226 -9%
ZB
782
Zions Bancorporation
Utah
$7.39M -$762K -5,313 -10%
WWM
783
Western Wealth Management
Colorado
$7.34M +$3.81M +26,577 +144%
AWE
784
Avidian Wealth Enterprises
Texas
$7.29M -$976K -6,805 -13%
RP
785
Rowlandmiller & Partners
Georgia
$7.29M -$124K -868 -2%
CPA
786
Capital Planning Advisors
California
$7.26M +$18.1K +126 +0.3%
APSI
787
Asset Planning Services Inc
Louisiana
$7.26M -$11.5K -80 -0.2%
HC
788
Hourglass Capital
Texas
$7.24M -$43K -300 -0.7%
HA
789
Hamel Associates
New Jersey
$7.21M -$88.9K -620 -1%
PWP
790
Principle Wealth Partners
Connecticut
$7.21M -$169K -1,175 -3%
SCI
791
S&CO Inc
Massachusetts
$7.21M -$56.6K -395 -0.9%
KFS
792
Kurt F. Somerville
$7.2M -$422K -2,946 -6%
ATPW
793
Ashton Thomas Private Wealth
Arizona
$7.19M +$2.72M +18,977 +75%
BRWM
794
B. Riley Wealth Management
Tennessee
$7.09M -$312K -2,178 -5%
CTA
795
Chesley Taft & Associates
Illinois
$7.06M +$296K +2,065 +5%
SC
796
Stolper & Co
Oklahoma
$7.05M +$587K +4,093 +10%
FHB
797
First Hawaiian Bank
Hawaii
$7.04M -$821K -5,726 -12%
CK
798
Cohen Klingenstein
New York
$7M – – –
AP
799
Advisor Partners
California
$7M +$346K +2,410 +6%
RB
800
Rodgers Brothers
Pennsylvania
$7M -$508K -3,543 -8%
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