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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1151
S&CO Inc
Massachusetts
$4.66M +$323K +2,000 +7%
ICM
1152
IMS Capital Management
Oregon
$4.66M +$2.44M +15,107 +101%
WFG
1153
Wills Financial Group
Virginia
$4.66M +$222K +1,374 +5%
JAG
1154
Journey Advisory Group
Kentucky
$4.66M +$416K +2,577 +9%
ETI
1155
Enterprise Trust & Investment
California
$4.66M -$66.1K -409 -1%
AWMT
1156
AAFMAA Wealth Management & Trust
North Carolina
$4.65M +$4.85M +30,000 New
OCA
1157
Otter Creek Advisors
Florida
$4.65M +$4.85M +30,000 New
MMC
1158
Mizuho Markets Cayman
Cayman Islands
$4.64M +$1.31M +8,107 +37%
HWM
1159
HB Wealth Management
Georgia
$4.63M +$4.83M +29,901 New
QIM
1160
Quest Investment Management
Oregon
$4.63M +$1.01M +6,228 +26%
AF
1161
Alerus Financial
North Dakota
$4.62M -$3.11M -19,256 -39%
CFA
1162
Carroll Financial Associates
North Carolina
$4.62M -$46.7K -289 -0.9%
CBB
1163
Citizens Business Bank
California
$4.6M +$43.8K +271 +0.9%
CNBTD
1164
Citizens National Bank Trust Department
Mississippi
$4.59M -$3.59M -22,225 -43%
TCA
1165
Transcend Capital Advisors
New Jersey
$4.59M +$177K +1,097 +4%
CNAM
1166
Campbell Newman Asset Management
Wisconsin
$4.58M – – –
BZWA
1167
Blue Zone Wealth Advisors
California
$4.58M +$246K +1,521 +5%
GWM
1168
Graybill Wealth Management
Illinois
$4.57M +$24.1K +149 +0.5%
LWAC
1169
Laurel Wealth Advisors (California)
California
$4.57M +$1.57M +9,728 +49%
OSNBOA
1170
Old Second National Bank of Aurora
Illinois
$4.57M +$252K +1,561 +6%
MA
1171
McBroom & Associates
Nevada
$4.57M +$4.76M +29,490 New
FWCM
1172
Ferguson Wellman Capital Management
Oregon
$4.56M -$341K -2,111 -7%
BHWM
1173
Bar Harbor Wealth Management
New Hampshire
$4.55M +$198K +1,227 +4%
JFA
1174
Johanson Financial Advisors
California
$4.54M -$17.8K -110 -0.4%
CT
1175
Coastline Trust
Rhode Island
$4.53M -$657K -4,065 -12%
45 46
47
48 49