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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1201
Arete Wealth Advisors
Illinois
$340K -$6.44K -25 -2%
FRA
1202
Frank Rimerman Advisors
California
$340K – – –
QPWM
1203
Quadrant Private Wealth Management
Pennsylvania
$339K -$124K -483 -29%
FCFC
1204
First Commonwealth Financial Corp
Pennsylvania
$339K -$3.35K -13 -1%
LBD
1205
Landsberg Bennett & Dubbaneh
Florida
$338K +$57.2K +222 +23%
LA
1206
LexAurum Advisors
Kansas
$334K +$18.5K +72 +7%
1SB
1207
1ST Source Bank
Indiana
$334K +$93.3K +362 +44%
NL
1208
NWAM LLC
Washington
$333K -$1.66M -6,430 -85%
IRAG
1209
Investment Research & Advisory Group
Georgia
$333K – – –
PAS
1210
Park Avenue Securities
New York
$333K +$302K +1,172 New
MSFS
1211
Main Street Financial Solutions
Pennsylvania
$331K -$4.38K -17 -1%
WC
1212
Westhampton Capital
North Carolina
$330K +$299K +1,162 New
PWPS
1213
Pinnacle Wealth Planning Services
Ohio
$329K +$108K +420 +57%
SFG
1214
SageGuard Financial Group
Tennessee
$328K +$8.5K +33 +3%
CT
1215
Coastline Trust
Rhode Island
$327K -$5.15K -20 -2%
WPW
1216
Waldron Private Wealth
Pennsylvania
$327K +$258 +1 +0.1%
NB
1217
NBT Bank
New York
$327K +$19.3K +75 +7%
HI
1218
Hendershot Investments
Virginia
$326K – – –
P
1219
&Partners
Tennessee
$325K +$295K +1,145 New
DCM
1220
Donaldson Capital Management
Indiana
$324K +$27K +105 +10%
PA
1221
PSI Advisors
Florida
$323K +$293K +1,138 New
SS
1222
Sunbelt Securities
Texas
$323K +$293K +1,138 New
FA
1223
Faithward Advisors
Pennsylvania
$322K +$5.15K +20 +2%
BST
1224
Bath Savings Trust
Maine
$322K +$12.4K +48 +4%
MWM
1225
Meridian Wealth Management
Kentucky
$322K +$12.4K +48 +4%
47 48
49
50 51