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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
876
Pin Oak Investment Advisors
Texas
$138K -$20.9K -1,854 -13%
PMFA
877
Plante Moran Financial Advisors
Michigan
$138K +$564 +50 +0.4%
RIS
878
Retirement Income Solutions
Michigan
$137K -$18.1K -1,607 -12%
SBL
879
Sargent Bickham Lagudis
Colorado
$136K -$12.5K -1,111 -8%
TAM
880
Trust Asset Management
Texas
$136K – – –
GFP
881
Gryphon Financial Partners
Ohio
$134K +$26.7K +2,368 +24%
KTC
882
Kistler-Tiffany Companies
Pennsylvania
$133K -$16.4K -1,456 -11%
SDWMA
883
Schneider Downs Wealth Management Advisors
Pennsylvania
$133K – – –
BRA
884
Biechele Royce Advisors
Indiana
$133K +$135K +11,970 New
BAM
885
Belpointe Asset Management
Nevada
$133K +$135K +11,980 New
SIA
886
Starfire Investment Advisers
Michigan
$133K +$136K +12,059 New
CBU
887
CIBC Bank USA
Illinois
$132K -$108K -9,562 -45%
LW
888
Linscomb Wealth
Texas
$132K +$135K +11,923 New
TPW
889
Tiller Private Wealth
Pennsylvania
$131K +$327 +29 +0.2%
BIA
890
Barry Investment Advisors
Massachusetts
$130K -$7.29K -646 -5%
MWM
891
Mission Wealth Management
California
$130K -$4.28K -379 -3%
CWM
892
Cranbrook Wealth Management
Michigan
$130K – – –
ATC
893
Argent Trust Co
Tennessee
$130K +$132K +11,718 New
WP
894
WMS Partners
Maryland
$130K +$132K +11,735 New
CT
895
Coastline Trust
Rhode Island
$129K +$131K +11,610 New
SW
896
SVB Wealth
Massachusetts
$129K +$131K +11,633 New
IIC
897
Integrated Investment Consultants
Michigan
$129K +$131K +11,649 New
GC
898
Gilbert & Cook
Iowa
$128K -$4.82K -427 -4%
MMHP
899
Murphy Middleton Hinkle & Parker
Georgia
$128K -$11 -1 -0%
MSFP
900
Mark Sheptoff Financial Planning
Connecticut
$127K -$26.5K -2,347 -17%
34 35
36
37 38