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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
SouthState Corp
Florida
$266K -$7.3K -549 -3%
GWM
902
Graybill Wealth Management
Illinois
$266K – – –
KMWM
903
Keudell/Morrison Wealth Management
Oregon
$266K +$29.5K +2,219 +14%
PFO
904
Pathstone Family Office
New Jersey
$265K +$237K +17,846 New
CP
905
Castleview Partners
Texas
$265K +$237K +17,847 New
FNT
906
First National Trust
Pennsylvania
$264K -$51.1K -3,846 -18%
NNP
907
Nachman Norwood & Parrott
South Carolina
$264K +$29.2K +2,200 +14%
LNWTC
908
Laird Norton Wetherby Trust Company
Washington
$263K +$984 +74 +0.4%
MOS
909
MGO One Seven
Ohio
$263K +$41.5K +3,123 +21%
SAMT
910
Select Asset Management & Trust
Pennsylvania
$262K – – –
NAS
911
Nicolet Advisory Services
Wisconsin
$261K -$16.8K -1,265 -7%
AIA
912
Angeles Investment Advisors
California
$261K +$233K +17,551 New
HW
913
Hamilton Wealth
California
$260K +$6.65K +500 +3%
KLCM
914
KG&L Capital Management
Louisiana
$259K -$26.6K -2,000 -10%
TWM
915
Titus Wealth Management
California
$259K – – –
PPW
916
Parcion Private Wealth
Washington
$257K +$12K +900 +5%
HWM
917
Hohimer Wealth Management
Washington
$257K +$26K +1,955 +13%
TA
918
TFG Advisers
Michigan
$256K +$3.99K +300 +2%
OPWM
919
Oxinas Partners Wealth Management
Indiana
$255K -$12.2K -920 -5%
MP
920
McDonald Partners
Ohio
$255K +$42.5K +3,200 +23%
AIS
921
AM Investment Strategies
Tennessee
$253K – – –
CIAS
922
Capital Investment Advisory Services
North Carolina
$252K -$12.6K -951 -5%
CAM
923
Claret Asset Management
Quebec, Canada
$251K – – –
MPW
924
MA Private Wealth
California
$251K – – –
SCM
925
Spreng Capital Management
Ohio
$251K +$13.3K +1,000 +6%
35 36
37
38 39