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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1601
Rice Partnership
Hawaii
$749K +$76.7K +947 +12%
CPIA
1602
Cornell Pochily Investment Advisors
New York
$748K -$50.1K -619 -7%
ABTD
1603
Arvest Bank Trust Division
Oklahoma
$748K +$90K +1,112 +14%
SAG
1604
Spotlight Asset Group
Illinois
$746K -$167K -2,064 -19%
BMC
1605
Benin Management Corp
Connecticut
$746K +$40.5K +500 +6%
FTC
1606
Farmers Trust Company
Ohio
$738K -$20.7K -256 -3%
FSWA
1607
Financial Synergies Wealth Advisors
Texas
$737K +$253K +3,128 +56%
BFIC
1608
Bedell Frazier Investment Counselling
California
$736K -$146K -1,807 -17%
W
1609
WealthStone
Ohio
$736K -$34.7K -428 -5%
SG
1610
StoneX Group
New York
$736K +$128K +1,585 +22%
AWC
1611
Abundance Wealth Counselors
Pennsylvania
$734K +$27.3K +337 +4%
TIA
1612
Trust Investment Advisors
Indiana
$733K -$11.5K -142 -2%
WJA
1613
Willis Johnson & Associates
Texas
$732K +$702K +8,668 New
AWA
1614
ARS Wealth Advisors
Florida
$730K -$199K -2,464 -22%
FNBOMD
1615
First National Bank of Mount Dora
Florida
$730K +$7.77K +96 +1%
DA
1616
Duality Advisers
Florida
$728K +$698K +8,625 New
VBCG
1617
Valley Brook Capital Group
Pennsylvania
$726K +$696K +8,596 New
WP
1618
WealthShield Partners
North Carolina
$724K -$19.3K -238 -3%
JWCA
1619
J.W. Coons Advisors
Ohio
$722K -$73.7K -910 -10%
TFS
1620
TrustCore Financial Services
Tennessee
$721K +$155K +1,918 +29%
GGS
1621
Galvin Gaustad & Stein
Arizona
$721K +$691K +8,537 New
RGC
1622
Roberts, Glore & Co
Illinois
$719K -$405 -5 -0.1%
FC
1623
FORA Capital
Florida
$718K -$643K -7,943 -48%
S
1624
SignatureFD
Georgia
$718K -$179K -2,212 -21%
PJSIMP
1625
P.J. Schmidt Investment Management (PJS)
Wisconsin
$718K – – –
63 64
65
66 67