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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1201
Carnegie Investment Counsel
Ohio
$1.99M +$118K +1,075 +7%
AW
1202
Alteri Wealth
California
$1.99M +$57.9K +526 +3%
JF
1203
JSF Financial
California
$1.99M -$186K -1,689 -9%
GCM
1204
Graham Capital Management
Connecticut
$1.99M +$1.93M +17,500 New
KOC
1205
Koss-Olinger Consulting
Florida
$1.99M -$561K -5,095 -23%
CI
1206
Cigna Investments
Connecticut
$1.99M -$18K -163 -0.9%
HFW
1207
Horizon Family Wealth
Illinois
$1.97M -$18.4K -167 -1%
BAM
1208
Belpointe Asset Management
Nevada
$1.97M -$826K -7,499 -30%
CRIG
1209
Charter Research & Investment Group
Connecticut
$1.96M -$2.75K -25 -0.1%
AP
1210
Americana Partners
Texas
$1.96M +$1.03M +9,338 +118%
ATPW
1211
Ashton Thomas Private Wealth
Arizona
$1.96M -$984K -8,936 -34%
VWM
1212
VCI Wealth Management
Missouri
$1.95M +$495K +4,498 +35%
BTD
1213
BankPlus Trust Department
Mississippi
$1.95M -$43.3K -393 -2%
HWM
1214
Horizon Wealth Management
Illinois
$1.95M +$113K +1,030 +6%
SWP
1215
Sagespring Wealth Partners
Tennessee
$1.94M +$79.7K +724 +4%
VIA
1216
Virtus Investment Advisers
Connecticut
$1.94M +$1.88M +17,083 New
AIP
1217
Ameritas Investment Partners
Nebraska
$1.94M -$52.8K -479 -3%
ADL
1218
Asset Dedication LLC
California
$1.94M -$2.2K -20 -0.1%
SACTSONJ
1219
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.93M – – –
CAM
1220
Councilmark Asset Management
Tennessee
$1.93M -$22.6K -205 -1%
WAS
1221
Winch Advisory Services
Wisconsin
$1.93M -$86.3K -784 -4%
FFG
1222
Frisch Financial Group
New York
$1.93M -$289K -2,625 -13%
BAM
1223
Byrne Asset Management
New Jersey
$1.93M -$661 -6 -0%
FNT
1224
First National Trust
Pennsylvania
$1.92M -$58K -527 -3%
BHIA
1225
Birch Hill Investment Advisors
Massachusetts
$1.92M -$81.4K -739 -4%
47 48
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