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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2651
Summit Wealth Partners
Florida
$450K +$36.9K +200 +9%
BA
2652
Ballast Advisors
Minnesota
$449K -$18.4K -100 -4%
LWMG
2653
Levy Wealth Management Group
Pennsylvania
$449K – – –
QCM
2654
Quest Capital Management
Texas
$446K -$34.1K -185 -7%
SIAG
2655
Safeguard Investment Advisory Group
California
$445K -$6.46K -35 -1%
AL
2656
ADE LLC
Maryland
$445K – – –
CI
2657
CX Institutional
Indiana
$444K +$8.3K +45 +2%
SNBOSD
2658
Security National Bank of So Dak
Iowa
$444K +$34.7K +188 +8%
MRI
2659
Mad River Investors
Massachusetts
$443K – – –
FMTCOCP
2660
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$443K +$60.3K +327 +16%
SICM
2661
Sustainable Insight Capital Management
New York
$441K -$40.8K -221 -8%
BCM
2662
Bienville Capital Management
New York
$441K – – –
CHA
2663
Carmichael Hill & Associates
Maryland
$441K – – –
SAMT
2664
Select Asset Management & Trust
Pennsylvania
$441K – – –
PCMC
2665
Private Capital Management (Colorado)
Colorado
$441K +$8.48K +46 +2%
OPWM
2666
Oxinas Partners Wealth Management
Indiana
$441K +$19.9K +108 +5%
AWMG
2667
Alliance Wealth Management Group
New Jersey
$440K -$2.77K -15 -0.6%
LSC
2668
Lesa Sroufe & Co
Washington
$439K – – –
SAS
2669
Sanford Advisory Services
Michigan
$439K – – –
MIC
2670
Meridian Investment Counsel
California
$438K -$2.58K -14 -0.6%
OKSA
2671
O'Keefe Stevens Advisory
New York
$435K – – –
CRCM
2672
Corbett Road Capital Management
Virginia
$433K +$433K +2,346 New
AWP
2673
Abacus Wealth Partners
California
$432K -$27.5K -149 -6%
BWCS
2674
Beirne Wealth Consulting Services
Connecticut
$430K -$287K -1,557 -40%
GB
2675
Goepper Burkhardt
South Carolina
$429K -$2.03K -11 -0.5%
105 106
107
108 109