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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
2326
Mosaic Family Wealth Partners
Missouri
$789K -$75.9K -476 -9%
BCMLT
2327
Beacon Capital Management LLC (Tennessee)
Tennessee
$788K +$25.5K +160 +3%
AWM
2328
Aviso Wealth Management
Washington
$788K -$248K -1,554 -24%
NPA
2329
Nichols & Pratt Advisers
Massachusetts
$786K – – –
RGF
2330
Retirement Guys Formula
Ohio
$786K +$60.3K +378 +8%
AA
2331
Addison Advisors
Vermont
$784K +$21.8K +137 +3%
RCG
2332
Regatta Capital Group
California
$783K -$46.2K -290 -5%
SRL
2333
Scientech Research LLC
New Jersey
$783K +$454K +2,849 +132%
AAI
2334
American Assets Inc
California
$782K – – –
OIM
2335
Opus Investment Management
Massachusetts
$782K – – –
HI
2336
Hoey Investments
Pennsylvania
$782K -$89.8K -563 -10%
WAL
2337
W Advisors LLC
Tennessee
$780K -$94.9K -595 -11%
SWIM
2338
Smallwood Wealth Investment Management
New Jersey
$777K +$25.4K +159 +3%
CAM
2339
Chesapeake Asset Management
New York
$776K -$44.3K -278 -5%
CC
2340
Callan Capital
California
$775K +$405K +2,541 +105%
CIM
2341
Chapman Investment Management
California
$774K -$25.8K -162 -3%
BTWM
2342
Baker Tilly Wealth Management
Wisconsin
$771K -$970K -6,083 -55%
SIA
2343
SeaBridge Investment Advisors
New Jersey
$770K -$806K -5,053 -51%
FC
2344
FCA Corp
Texas
$768K +$5.1K +32 +0.7%
SWM
2345
Sterling Wealth Management
Illinois
$768K -$12K -75 -2%
SC
2346
Sierra Capital
Florida
$767K – – –
AP
2347
Atwood & Palmer
Missouri
$767K -$15.9K -100 -2%
BOM
2348
Bank of Marin
California
$766K +$65.1K +408 +9%
CBT
2349
Central Bank & Trust
Kentucky
$764K -$269K -1,686 -26%
PCA
2350
Prosperity Capital Advisors
Ohio
$764K -$98.1K -615 -11%
92 93
94
95 96