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Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
751
Avidian Wealth Enterprises
Texas
$192K +$2.5K +254 +1%
PFGIA
752
Patriot Financial Group Insurance Agency
Massachusetts
$190K -$28.2K -2,865 -13%
MWM
753
Meridian Wealth Management
Kentucky
$190K +$5.2K +528 +3%
LCM
754
Liberty Capital Management
Michigan
$189K – – –
JIM
755
Jupiter Investment Management
United Kingdom
$188K +$182K +18,470 New
GW
756
GW & Wade
Massachusetts
$187K -$5.31K -539 -3%
NGA
757
Naples Global Advisors
Florida
$187K -$3.06K -310 -2%
CFS
758
CRA Financial Services
New Jersey
$186K +$384 +39 +0.2%
KA
759
KLCM Advisors
Wisconsin
$183K -$11.3K -1,146 -6%
IRC
760
Investors Research Corp
Georgia
$182K -$3.94K -400 -2%
GIM
761
Goelzer Investment Management
Indiana
$182K +$7.89K +800 +5%
MPW
762
MA Private Wealth
California
$181K +$174K +17,702 New
PTC
763
Petrus Trust Company
Texas
$181K +$175K +17,726 New
CF
764
Centaurus Financial
California
$180K -$51K -5,178 -23%
MMHP
765
Murphy Middleton Hinkle & Parker
Georgia
$180K – – –
FMLI
766
Fukoku Mutual Life Insurance
Japan
$179K – – –
PTC
767
Private Trust Company
Ohio
$179K +$6.5K +659 +4%
NSAM
768
North Star Asset Management
Wisconsin
$178K +$2.96K +300 +2%
CBU
769
CIBC Bank USA
Illinois
$178K +$19.4K +1,966 +13%
CGL
770
Clarius Group LLC
Washington
$176K +$169K +17,157 New
TF
771
Tompkins Financial
New York
$175K – – –
PAM
772
Premier Asset Management
Illinois
$175K +$44.3K +4,491 +35%
IP
773
Investment Partners
Ohio
$175K +$169K +17,132 New
MVA
774
Mount Vernon Associates
Maryland
$174K – – –
DWA
775
Divergent Wealth Advisors
Utah
$173K – – –
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31
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