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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
651
Matisse Capital
Oregon
$377K +$102K +9,000 +36%
GP
652
Girard Partners
Pennsylvania
$376K +$14.9K +1,321 +4%
ICM
653
IMS Capital Management
Oregon
$373K – – –
FWP
654
FAS Wealth Partners
Kansas
$370K -$11K -976 -3%
CA
655
Clearstead Advisors
Ohio
$370K +$1.25K +111 +0.3%
ONB
656
Old National Bancorp
Indiana
$369K +$175K +15,470 +87%
WIM
657
Westside Investment Management
California
$367K -$33.8K -2,998 -8%
BHBT
658
Burke & Herbert Bank & Trust
Virginia
$365K – – –
FHA
659
Flagship Harbor Advisors
Massachusetts
$364K +$56.3K +4,993 +17%
CPSAC
660
Chas P. Smith & Associates (CPS)
Florida
$363K +$369K +32,745 New
IA
661
IFG Advisory
Georgia
$362K -$20.8K -1,848 -5%
SG
662
StoneX Group
New York
$361K -$12K -1,062 -3%
AP
663
Advisor Partners
California
$358K -$54.8K -4,860 -13%
TFS
664
TrustCore Financial Services
Tennessee
$358K +$114K +10,126 +46%
EAM
665
Evanson Asset Management
California
$357K +$21.3K +1,892 +6%
RFM
666
Royal Fund Management
Florida
$356K +$7.95K +705 +2%
HCM
667
Highlander Capital Management
New Jersey
$356K +$361K +32,000 +2,133%
TCOO
668
Trust Company of Oklahoma
Oklahoma
$351K +$358K +31,700 New
SSG
669
Summit Securities Group
New York
$350K -$2.7M -239,700 -88%
CC
670
Courier Capital
New York
$350K +$15.7K +1,388 +5%
AF
671
Allworth Financial
California
$349K +$28.3K +2,513 +9%
SC
672
Savant Capital
Illinois
$348K -$39.4K -3,495 -10%
MWP
673
MYCIO Wealth Partners
Pennsylvania
$348K +$632 +56 +0.2%
EHWM
674
Eads & Heald Wealth Management
Georgia
$348K +$3.05K +270 +0.9%
CGA
675
Crescent Grove Advisors
Illinois
$347K +$66.1K +5,861 +23%
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