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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
776
Lineweaver Wealth Advisors
Ohio
$276K +$11.2K +1,142 +4%
AWM
777
Accurate Wealth Management
Florida
$276K +$23.3K +2,383 +9%
IPWA
778
International Private Wealth Advisors
California
$276K -$7.11K -728 -3%
GF
779
Gabelli Funds
New York
$276K -$176K -18,000 -40%
CIC
780
Carnegie Investment Counsel
Ohio
$276K +$85.4K +8,744 +41%
CFA
781
Capstone Financial Advisors
Illinois
$275K -$5.71K -585 -2%
SB
782
Strategic Blueprint
Georgia
$275K +$30.4K +3,111 +13%
SA
783
Sovran Advisors
California
$273K +$66.7K +6,825 +32%
LMKC
784
L.M. Kohn & Company
Ohio
$273K -$17.4K -1,779 -6%
AP
785
Appleton Partners
Massachusetts
$272K – – –
RCM
786
RB Capital Management
Nevada
$271K -$5.97K -611 -2%
BAM
787
Berkshire Asset Management
Pennsylvania
$271K – – –
FT
788
Fiduciary Trust
Massachusetts
$270K -$41.7K -4,268 -14%
SCM
789
Shelton Capital Management
Colorado
$269K – – –
SWM
790
Stockman Wealth Management
Montana
$267K – – –
PFA
791
Pure Financial Advisors
California
$267K +$101K +10,329 +63%
FNBT
792
FineMark National Bank & Trust
Florida
$265K +$4.37K +447 +2%
CWP
793
Curated Wealth Partners
California
$264K – – –
MNBTD
794
Moody National Bank Trust Division
Texas
$264K +$5.67K +581 +2%
HW
795
Hancock Whitney
Mississippi
$264K +$38.4K +3,927 +18%
GWM
796
Greenhouse Wealth Management
Connecticut
$263K +$3.91K +400 +2%
RA
797
RFG Advisory
Alabama
$263K -$27.3K -2,800 -10%
FHC
798
First Heartland Consultants
Missouri
$263K -$33.6K -3,444 -12%
MCA
799
MSH Capital Advisors
Arizona
$262K -$7.37K -755 -3%
VCM
800
Virtue Capital Management
Tennessee
$262K +$20.3K +2,083 +9%
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