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Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
1601
New England Asset Management
Connecticut
$2.31M – – –
BSB
1602
Bangor Savings Bank
Maine
$2.31M +$154K +865 +7%
SPFA
1603
Summit Place Financial Advisors
New Jersey
$2.31M +$283K +1,590 +13%
LWM
1604
Loveless Wealth Management
Montana
$2.31M +$8.91K +50 +0.4%
AWE
1605
Avidian Wealth Enterprises
Texas
$2.31M +$642K +3,599 +36%
TCM
1606
Tandem Capital Management
New Jersey
$2.31M -$5.7K -32 -0.2%
LTI
1607
Laffer Tengler Investments
Tennessee
$2.31M +$754K +4,232 +45%
CNFG
1608
Creegan & Nassoura Financial Group
New Hampshire
$2.31M – – –
ACG
1609
Allen Capital Group
Nebraska
$2.3M +$228K +1,281 +10%
OPS
1610
Orion Portfolio Solutions
Nebraska
$2.3M -$188K -1,053 -7%
SCI
1611
Stableford Capital II
Arizona
$2.3M -$935K -5,244 -28%
ECM
1612
EagleClaw Capital Management
Massachusetts
$2.29M +$205K +1,152 +9%
ATC
1613
Adirondack Trust Company
New York
$2.29M -$7.31K -41 -0.3%
BWL
1614
Bogart Wealth LLC
Virginia
$2.28M +$447K +2,507 +23%
MSU
1615
Mizuho Securities USA
New York
$2.28M +$47.4K +266 +2%
SN
1616
Sittner & Nelson
Oregon
$2.27M -$348K -1,953 -13%
BO
1617
BRR OpCo
Ohio
$2.27M -$31K -174 -1%
SCP
1618
Sandhill Capital Partners
New York
$2.27M +$43.5K +244 +2%
WP
1619
WealthSource Partners
California
$2.27M -$176K -986 -7%
XWM
1620
Xcel Wealth Management
Florida
$2.26M +$431K +2,420 +22%
SWA
1621
Stratos Wealth Advisors
Ohio
$2.25M -$320K -1,796 -12%
CCG
1622
Cypress Capital Group
Florida
$2.25M -$89.1K -500 -4%
JWCA
1623
J.W. Coons Advisors
Ohio
$2.25M -$83.1K -466 -3%
AAM
1624
Arabesque Asset Management
United Kingdom
$2.25M +$2.37M +13,315 New
BCA
1625
Bay Colony Advisors
Massachusetts
$2.25M +$172K +964 +8%
63 64
65
66 67