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Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1726
Pflug Koory
Nebraska
$804K +$11.9K +135 +2%
AI
1727
Arvest Investments
Arkansas
$804K +$785K +8,902 New
FCP
1728
Fidelis Capital Partners
Florida
$802K +$224K +2,543 +40%
SCA
1729
Sippican Capital Advisors
Massachusetts
$802K +$35.4K +402 +5%
LWM
1730
Laidlaw Wealth Management
New York
$802K -$465K -5,273 -37%
UAML
1731
US Asset Management LLC
Pennsylvania
$798K +$779K +8,834 New
BL
1732
Balentine LLC
Georgia
$798K +$172K +1,955 +28%
UCB
1733
United Community Bank
South Carolina
$797K +$296K +3,358 +61%
OC
1734
Opinicus Capital
Florida
$797K +$778K +8,827 New
SEEDPG
1735
S.E.E.D. Planning Group
New York
$797K +$296K +3,357 +61%
SCM
1736
Spreng Capital Management
Ohio
$796K -$131K -1,487 -14%
GI
1737
Gradient Investments
Minnesota
$789K -$17K -193 -2%
BFO
1738
Biltmore Family Office
North Carolina
$788K -$8.82K -100 -1%
IA
1739
IFG Advisory
Georgia
$788K +$18.3K +208 +2%
BST
1740
Bath Savings Trust
Maine
$786K -$63.9K -725 -8%
SG
1741
Strid Group
Pennsylvania
$786K +$767K +8,702 New
AWM
1742
Aries Wealth Management
Maine
$785K +$217K +2,465 +40%
CIM
1743
CIM Investment Management
Pennsylvania
$785K – – –
OPTFSNA
1744
Old Point Trust & Financial Services N A
Virginia
$783K -$134K -1,516 -15%
GC
1745
Garde Capital
Washington
$782K -$327K -3,707 -30%
MA
1746
MCF Advisors
Kentucky
$782K -$215K -2,442 -22%
AWM
1747
Aberdeen Wealth Management
Illinois
$782K – – –
TPI
1748
Trust Point Inc
Wisconsin
$781K +$763K +8,654 New
WI
1749
Wintrust Investments
Illinois
$781K -$122K -1,387 -14%
CWP
1750
CFM Wealth Partners
Texas
$781K -$216K -2,455 -22%
68 69
70
71 72