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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
976
Xcel Wealth Management
Florida
$3.7M +$1.1M +9,896 +34%
LA
977
Lynch & Associates
Indiana
$3.69M -$126K -1,137 -3%
EP
978
Edgestream Partners
New Jersey
$3.66M +$4.3M +38,782 New
CWM
979
CMH Wealth Management
New Hampshire
$3.66M -$1.18M -10,656 -22%
MWM
980
Mission Wealth Management
California
$3.66M -$120K -1,080 -3%
JAFL
981
Jay A. Fishman Ltd
Michigan
$3.64M -$1.3M -11,725 -23%
MOS
982
MGO One Seven
Ohio
$3.63M -$1.63M -14,715 -28%
CIP
983
Chartwell Investment Partners
Pennsylvania
$3.63M – – –
BAM
984
Belpointe Asset Management
Nevada
$3.62M -$4.91M -44,201 -54%
WKWM
985
Walter & Keenan Wealth Management
Indiana
$3.62M +$23.9K +215 +0.6%
ATI
986
Act Two Investors
California
$3.61M +$2.58M +23,217 +155%
PAS
987
Park Avenue Securities
New York
$3.59M +$418K +3,765 +11%
TWMP
988
Taylor Wealth Management Partners
Massachusetts
$3.59M -$542K -4,883 -11%
SA
989
Sicart Associates
New York
$3.57M +$380K +3,422 +10%
VFG
990
V2 Financial group
Illinois
$3.56M +$2.7M +24,349 +182%
AM
991
Account Management
Massachusetts
$3.56M -$22.2K -200 -0.5%
SIP
992
Stoneridge Investment Partners
Pennsylvania
$3.55M – – –
RAM
993
Roanoke Asset Management
New Jersey
$3.54M -$2.22K -20 -0.1%
KCPG
994
Kavar Capital Partners Group
Kansas
$3.53M +$60.7K +547 +1%
MHIC
995
Marble Harbor Investment Counsel
Massachusetts
$3.53M +$510K +4,594 +14%
DI
996
Diligent Investors
California
$3.53M +$129K +1,161 +3%
IIC
997
Ironwood Investment Counsel
Arizona
$3.52M +$400K +3,604 +11%
WTFG
998
Wells Trecaso Financial Group
Ohio
$3.52M +$25.3K +228 +0.6%
FIM
999
Fruth Investment Management
Texas
$3.51M +$111 +1 +0%
JWCA
1000
J.W. Cole Advisors
Florida
$3.51M +$126K +1,137 +3%
38 39
40
41 42