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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMT
1151
AAFMAA Wealth Management & Trust
North Carolina
$238K +$338K +1,600 New
RA
1152
RFG Advisory
Alabama
$237K -$4.01K -19 -1%
PWM
1153
Palumbo Wealth Management
New York
$237K +$26K +123 +8%
BEAM
1154
Baker Ellis Asset Management
Washington
$237K +$40.9K +194 +14%
AP
1155
Americana Partners
Texas
$236K -$52.8K -250 -14%
PT
1156
Plimoth Trust
Massachusetts
$236K +$7.39K +35 +2%
KLC
1157
Knowledge Leaders Capital
Colorado
$235K -$18.6K -88 -5%
NL
1158
NWAM LLC
Washington
$234K -$136K -645 -29%
YIA
1159
YHB Investment Advisors
Connecticut
$232K -$65.4K -310 -17%
CFG
1160
Citizens Financial Group
Rhode Island
$230K – – –
RIA
1161
Regal Investment Advisors
Michigan
$230K +$11.6K +55 +4%
JIP
1162
Jaffetilchin Investment Partners
Florida
$228K -$447K -2,120 -58%
CIC
1163
Crawford Investment Counsel
Georgia
$228K -$15.4K -73 -5%
GPA
1164
Guerra Pan Advisors
New Jersey
$228K – – –
EIP
1165
Easterly Investment Partners
Massachusetts
$226K -$4.72M -22,362 -94%
WSCM
1166
Wellington Shields Capital Management
New York
$226K – – –
SS
1167
Simplicity Solutions
Minnesota
$226K +$31K +147 +11%
ISWM
1168
Independent Solutions Wealth Management
New York
$224K – – –
MWM
1169
Madison Wealth Management
Ohio
$224K -$9.5K -45 -3%
LIM
1170
Loudon Investment Management
New Hampshire
$224K +$14.1K +67 +5%
GSB
1171
Greenfield Savings Bank
Massachusetts
$223K -$4.43K -21 -1%
SSWM
1172
Sheets Smith Wealth Management
North Carolina
$222K +$11.4K +54 +4%
DTC
1173
Davidson Trust Company
Washington
$221K – – –
CA
1174
Commerzbank Aktiengesellschaft
Germany
$221K +$313K +1,483 New
SFA
1175
Sequoia Financial Advisors
Ohio
$219K -$106K -500 -25%
45 46
47
48 49