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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
701
Sentry Investment Management
Wisconsin
$436K -$1.97M -33,989 -83%
NB
702
Nicolet Bankshares
Wisconsin
$435K – – –
TIAM2
703
Tru Independence Asset Management 2
Oregon
$432K +$36.2K +625 +10%
S
704
SignatureFD
Georgia
$431K +$68.9K +1,188 +20%
WOC
705
West Oak Capital
California
$430K -$79.7K -1,375 -16%
LOAMU
706
Lombard Odier Asset Management (USA)
New York
$430K +$407K +7,014 New
BCM
707
Birmingham Capital Management
Alabama
$429K – – –
OFS
708
OneAscent Financial Services
Alabama
$429K +$98.3K +1,695 +32%
BP
709
Ballentine Partners
Massachusetts
$427K +$15.4K +265 +4%
MCG
710
MACRO Consulting Group
New Jersey
$426K +$50K +862 +14%
IBOK
711
Independence Bank of Kentucky
Kentucky
$421K -$42.9K -740 -10%
EWM
712
Elmwood Wealth Management
California
$418K +$395K +6,820 New
LA
713
Latitude Advisors
Florida
$417K -$399K -6,884 -50%
RIM
714
Regent Investment Management
Kentucky
$416K – – –
GWCM
715
Godshalk Welsh Capital Management
Pennsylvania
$410K – – –
NL
716
NKCFO LLC
Illinois
$410K +$244K +4,200 +168%
FHB
717
First Hawaiian Bank
Hawaii
$399K +$62.4K +1,076 +20%
ACM
718
AlphaCrest Capital Management
New York
$393K -$2.35M -40,467 -86%
SWP
719
Stratos Wealth Partners
Ohio
$388K +$58 +1 +0%
BW
720
Bison Wealth
Georgia
$387K +$41.3K +712 +13%
FIM
721
Freedom Investment Management
Connecticut
$382K -$154K -2,653 -30%
MSFS
722
Main Street Financial Solutions
Pennsylvania
$382K -$68.1K -1,174 -16%
GWM
723
Geneos Wealth Management
Colorado
$380K -$20.5K -354 -5%
FHA
724
Flagship Harbor Advisors
Massachusetts
$380K +$30.1K +519 +9%
HAG
725
HighPoint Advisor Group
Illinois
$379K -$10.1K -175 -3%
27 28
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