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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
826
Beaird Harris Wealth Management
Texas
$271K -$2.07K -194 -0.7%
AP
827
Appleton Partners
Massachusetts
$269K -$10.7K -1,000 -4%
GAM
828
Grandview Asset Management
Pennsylvania
$269K +$289K +27,141 New
LFP
829
Lakeshore Financial Planning
Michigan
$269K -$31.7K -2,969 -10%
HCP
830
Hexagon Capital Partners
Arkansas
$267K -$3.5K -328 -1%
MW
831
Marcum Wealth
Ohio
$267K -$18.5K -1,738 -6%
BAM
832
Berkshire Asset Management
Pennsylvania
$266K +$48.8K +4,573 +21%
MCA
833
MSH Capital Advisors
Arizona
$266K -$53.1K -4,983 -16%
SCM
834
Shelton Capital Management
Colorado
$266K -$12.9K -1,211 -4%
SWM
835
Stockman Wealth Management
Montana
$264K -$42.7K -4,000 -13%
HA
836
Helium Advisors
Washington
$263K +$284K +26,601 New
AWM
837
Accurate Wealth Management
Florida
$263K -$1.5K -141 -0.5%
CI
838
CX Institutional
Indiana
$262K +$22.7K +2,132 +9%
LWA
839
Lineweaver Wealth Advisors
Ohio
$261K +$3.92K +368 +1%
CWP
840
Curated Wealth Partners
California
$261K -$2.2K -206 -0.8%
PCA
841
Pallas Capital Advisors
Massachusetts
$258K +$53.2K +4,984 +24%
LPAM
842
Lodestar Private Asset Management
California
$257K -$523 -49 -0.2%
FNBT
843
FineMark National Bank & Trust
Florida
$257K -$41.9K -3,933 -13%
GWM
844
Greenhouse Wealth Management
Connecticut
$256K +$3.69K +346 +1%
RWP
845
Ridgecrest Wealth Partners
California
$256K +$4.12K +386 +2%
FIC
846
Family Investment Center
Missouri
$255K -$1.99K -187 -0.7%
LSAG
847
Lake Street Advisors Group
New Hampshire
$255K -$20.9K -1,961 -7%
MNBTD
848
Moody National Bank Trust Division
Texas
$255K +$29.5K +2,763 +12%
WG
849
Winton Group
United Kingdom
$254K +$274K +25,685 New
AC
850
Aldebaran Capital
Indiana
$254K – – –
32 33
34
35 36