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