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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Avior Wealth Management
Nebraska
$315K -$570K -2,043 -65%
NCM
1277
Narwhal Capital Management
Georgia
$315K – – –
ALC
1278
Alexander Labrunerie & Co
Missouri
$315K – – –
AF
1279
Aldebaran Financial
$314K – – –
WBC
1280
Westpac Banking Corp
Australia
$313K -$848K -3,037 -73%
WMA
1281
West Michigan Advisors
Michigan
$312K +$39.1K +140 +15%
LOIP
1282
Live Oak Investment Partners
Texas
$311K – – –
PWPS
1283
Pinnacle Wealth Planning Services
Ohio
$311K +$78.5K +281 +34%
1WM
1284
1858 Wealth Management
Ohio
$310K +$308K +1,102 New
SI
1285
Stonekeep Investments
New Mexico
$309K – – –
QWP
1286
Quotient Wealth Partners
Texas
$309K +$38.2K +137 +14%
CSIC
1287
Clifford Swan Investment Counsel
California
$309K -$63.9K -229 -17%
SW
1288
SVB Wealth
Massachusetts
$308K +$306K +1,096 New
LF
1289
Lee Financial
Texas
$307K -$1.4K -5 -0.5%
HIIFS
1290
Harel Insurance Investments & Financial Services
Israel
$307K -$27.6K -99 -8%
GA
1291
Geller Advisors
New York
$306K – – –
BTD
1292
BankPlus Trust Department
Mississippi
$306K +$304K +1,088 New
GWA
1293
GGM Wealth Advisors
Maryland
$306K -$558 -2 -0.2%
GS
1294
GTS Securities
Florida
$305K -$301K -1,078 -50%
SS
1295
Sunbelt Securities
Texas
$305K +$1.12K +4 +0.4%
TFF
1296
The Family Firm
Maryland
$305K +$279 +1 +0.1%
NCTC
1297
New Covenant Trust Company
Indiana
$304K +$1.12K +4 +0.4%
ILI
1298
Invesco LLC (Illinois)
Illinois
$303K – – –
CWMGP
1299
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$301K +$12.3K +44 +4%
HA
1300
Harbor Advisors
Florida
$301K – – –
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