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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1026
TriaGen Wealth Management
California
$5.12M +$3.19M +20,576 +166%
MHIC
1027
Marble Harbor Investment Counsel
Massachusetts
$5.12M -$15.5K -100 -0.3%
SC
1028
Sepio Capital
Utah
$5.11M +$446K +2,881 +10%
RWM
1029
Rench Wealth Management
Texas
$5.11M +$30.8K +199 +0.6%
ACM
1030
Altrius Capital Management
North Carolina
$5.09M +$101K +649 +2%
HCM
1031
Hengehold Capital Management
Ohio
$5.08M +$138K +892 +3%
TI
1032
tru Independence
Oregon
$5.07M +$16K +103 +0.3%
JFL
1033
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.06M +$774 +5 +0%
JF
1034
Jericho Financial
Ohio
$5.04M +$231K +1,494 +5%
BRWA
1035
B. Riley Wealth Advisors
Florida
$5.03M -$178K -1,149 -3%
CAC
1036
Core Alternative Capital
Georgia
$5M -$751K -4,849 -13%
SFWA
1037
Summit Financial Wealth Advisors
Louisiana
$5M +$84.7K +547 +2%
BMA
1038
Brooks Moore & Associates
Tennessee
$4.99M -$12.4K -80 -0.2%
1IA
1039
1834 Investment Advisors
Wisconsin
$4.98M +$2.21M +14,282 +80%
SIC
1040
Salem Investment Counselors
North Carolina
$4.98M +$186K +1,198 +4%
TI
1041
TrueMark Investments
Illinois
$4.98M +$347K +2,242 +8%
AFA
1042
Arlington Financial Advisors
California
$4.98M +$157K +1,012 +3%
GIP
1043
Greatmark Investment Partners
Georgia
$4.97M -$20.9K -135 -0.4%
IWN
1044
Independent Wealth Network
Iowa
$4.96M +$110K +709 +2%
NFG
1045
Nations Financial Group
Iowa
$4.93M -$23.2K -150 -0.5%
TNBTD
1046
Trustmark National Bank Trust Department
Mississippi
$4.93M +$193K +1,246 +4%
FRA
1047
Frank Rimerman Advisors
California
$4.93M +$809K +5,222 +20%
SCI
1048
S&CO Inc
Massachusetts
$4.92M -$161K -1,039 -3%
BAM
1049
Belpointe Asset Management
Nevada
$4.92M +$1.1M +7,102 +29%
RCM
1050
RB Capital Management
Nevada
$4.91M -$1.39K -9 -0%
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