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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1776
Cape Ann Savings Bank
Massachusetts
$1.68M -$100K -654 -5%
DAM
1777
Delta Asset Management
Tennessee
$1.68M -$68.7K -449 -4%
TAM
1778
Taurus Asset Management
New York
$1.68M -$80.4K -525 -4%
TA
1779
TrueWealth Advisors
Alabama
$1.68M +$566K +3,696 +47%
APWA
1780
Atlas Private Wealth Advisors
New Jersey
$1.68M +$32.5K +212 +2%
BC
1781
Blackhill Capital
New Jersey
$1.67M – – –
OBWG
1782
Onyx Bridge Wealth Group
New York
$1.67M -$84.6K -553 -5%
LCWM
1783
Legacy Capital Wealth Management
Texas
$1.67M +$1.76M +11,503 New
MFG
1784
Menard Financial Group
Texas
$1.66M -$26.5K -173 -1%
HG
1785
Herbst Group
Connecticut
$1.66M -$463K -3,025 -21%
AIC
1786
Archer Investment Corporation
Indiana
$1.66M +$153 +1 +0%
NHT
1787
New Hampshire Trust
New Hampshire
$1.66M -$6.12K -40 -0.3%
NAS
1788
Nicolet Advisory Services
Wisconsin
$1.65M +$206K +1,348 +14%
SFG
1789
SevenBridge Financial Group
Pennsylvania
$1.65M -$8.88K -58 -0.6%
OPCM
1790
Osborne Partners Capital Management
California
$1.64M +$12.2K +80 +0.7%
WIM
1791
Waverton Investment Management
United Kingdom
$1.64M -$8.42K -55 -0.5%
RCIM
1792
Red Cedar Investment Management
Michigan
$1.64M -$1.55M -10,156 -47%
FCMC
1793
Founders Capital Management (Connecticut)
Connecticut
$1.64M +$175K +1,143 +11%
CB
1794
CNB Bank
Pennsylvania
$1.64M -$67.3K -440 -4%
HNWAG
1795
High Net Worth Advisory Group
Florida
$1.64M -$330K -2,155 -16%
EWM
1796
Evergreen Wealth Management
Michigan
$1.64M +$3.67K +24 +0.2%
AG
1797
AmeriFlex Group
Nevada
$1.63M +$1.67M +10,937 New
PSB
1798
Piscataqua Savings Bank
New Hampshire
$1.63M -$18.5K -121 -1%
LSPW
1799
Lake Street Private Wealth
Illinois
$1.63M -$297K -1,938 -15%
GWA
1800
Gibson Wealth Advisors
Texas
$1.63M – – –
70 71
72
73 74