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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
926
Huntleigh Advisors
Missouri
$317K -$2.97K -220 -1%
RA
927
RFG Advisory
Alabama
$317K +$85K +6,303 +38%
BMC
928
Beaton Management Company
Massachusetts
$316K +$4.95K +367 +2%
EA
929
Emerald Advisors
Washington
$316K -$183K -13,559 -37%
SP
930
SmartHarvest Portfolios
Washington
$316K +$87.6K +6,492 +40%
LA
931
LexAurum Advisors
Kansas
$315K -$580 -43 -0.2%
PA
932
Pinnacle Associates
New York
$313K +$120K +8,924 +66%
AP
933
Appleton Partners
Massachusetts
$313K – – –
PWPS
934
Pinnacle Wealth Planning Services
Ohio
$312K +$1.96K +145 +0.6%
HNH
935
Hopwood Nicholas Hunter
$312K +$2.81K +208 +0.9%
LAM
936
L2 Asset Management
Massachusetts
$312K +$18.3K +1,360 +6%
TAM
937
Tocqueville Asset Management
New York
$311K – – –
VHAM
938
Van Hulzen Asset Management
California
$310K -$13.5K -1,000 -4%
PTC
939
Private Trust Company
Ohio
$310K -$49.9K -3,698 -14%
CCA
940
Childress Capital Advisors
Texas
$309K -$22.5K -1,668 -7%
MYAM
941
Meiji Yasuda Asset Management
Japan
$308K +$13.8K +1,025 +5%
SI
942
Saxon Interests
Texas
$308K +$3.79K +281 +1%
APP
943
Avantax Planning Partners
Iowa
$307K -$25.8K -1,915 -8%
PWG
944
Portside Wealth Group
Utah
$306K +$78K +5,780 +36%
WSC
945
Wellington Shields & Co
New York
$305K – – –
MWM
946
Maridea Wealth Management
New York
$304K +$295K +21,853 New
TIA
947
TCFG Investment Advisors
California
$297K -$7.76K -575 -3%
OFO
948
OneAscent Family Office
Alabama
$297K +$50.5K +3,746 +21%
FWM
949
Finer Wealth Management
Massachusetts
$297K +$103K +7,659 +56%
DE
950
Diversified Enterprises
Delaware
$296K +$1.77K +131 +0.6%
36 37
38
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