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Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
1351
United Asset Strategies
New York
$280K +$30.5K +122 +14%
GWM
1352
GSB Wealth Management
Connecticut
$278K – – –
GPA
1353
Garrison Point Advisors
California
$278K – – –
RBFC
1354
Roman Butler Fullerton & Co
Missouri
$277K -$14.5K -58 -5%
FTWA
1355
Fifth Third Wealth Advisors
Ohio
$277K +$239K +955 New
NCTC
1356
New Covenant Trust Company
Indiana
$276K +$238K +952 New
SP
1357
Saranac Partners
$272K – – –
TCWA
1358
Turtle Creek Wealth Advisors
Texas
$271K -$12.5K -50 -5%
NF
1359
NavPoint Financial
Minnesota
$271K +$1K +4 +0.4%
BFA
1360
Bill Few Associates
Pennsylvania
$271K – – –
OWA
1361
ORBA Wealth Advisors
Illinois
$270K – – –
EWA
1362
Encompass Wealth Advisors
Oregon
$268K – – –
BCG
1363
Breakwater Capital Group
New Jersey
$268K +$16.5K +66 +8%
GCA
1364
Gradient Capital Advisors
California
$268K – – –
BPC
1365
Banque Pictet & Cie
Switzerland
$265K +$229K +914 New
ITFISA
1366
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$264K -$9.01K -36 -4%
KCM
1367
KRS Capital Management
Michigan
$263K -$33.3K -133 -13%
EWM
1368
Executive Wealth Management
Michigan
$262K +$1.25K +5 +0.5%
SL
1369
Summitry LLC
California
$260K +$225K +899 New
FH
1370
FWG Holdings
Florida
$260K +$248K +993 New
HAFS
1371
Hapanowicz & Associates Financial Services
Pennsylvania
$260K +$4K +16 +2%
ORC
1372
O'Rourke & Company
Massachusetts
$260K -$24.3K -97 -10%
APW
1373
Aurora Private Wealth
New Jersey
$260K +$500 +2 +0.2%
CIG
1374
Cascade Investment Group
Colorado
$259K – – –
PWM
1375
Palumbo Wealth Management
New York
$258K -$9.26K -37 -4%
53 54
55
56 57