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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
901
Capital Bank & Trust
California
$364K -$44.5K -835 -8%
TAM
902
Tocqueville Asset Management
New York
$364K -$39.8K -746 -8%
JFGIW
903
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$361K +$111K +2,091 +30%
VDI
904
Vaughan David Investments
Illinois
$360K -$207K -3,886 -30%
PP
905
Prudential plc
United Kingdom
$359K -$776K -14,558 -62%
PGWM
906
Parisi Gray Wealth Management
New Jersey
$359K – – –
W
907
WealthOne
New York
$359K +$101K +1,896 +26%
RMAM
908
Raab & Moskowitz Asset Management
New Jersey
$358K -$30.4K -570 -6%
BWA
909
BDO Wealth Advisors
Florida
$358K +$293K +5,493 +154%
FSA
910
Franklin Street Advisors
North Carolina
$357K – – –
ACM
911
Allred Capital Management
Texas
$357K +$27.3K +512 +6%
CF
912
Centaurus Financial
California
$357K +$73.2K +1,373 +18%
AWE
913
Avidian Wealth Enterprises
Texas
$357K +$78.2K +1,466 +19%
MCIA
914
Mountain Capital Investment Advisors
Colorado
$356K +$533K +9,991 New
LC
915
Lincoln Capital
Nebraska
$354K -$693 -13 -0.1%
IFG
916
Investors Financial Group
Minnesota
$353K -$208K -3,899 -30%
MFG
917
Magnus Financial Group
New York
$353K -$149K -2,801 -24%
YWP
918
YorkBridge Wealth Partners
New York
$352K -$21.7K -407 -4%
PSC
919
Prentiss Smith & Co
Vermont
$352K -$6.4K -120 -1%
GSBTD
920
Glenview State Bank Trust Department
Illinois
$351K -$1.6K -30 -0.3%
VWA
921
V Wealth Advisors
Kansas
$351K +$66.1K +1,240 +16%
RP
922
Rowlandmiller & Partners
Georgia
$350K +$1.07K +20 +0.2%
RIA
923
Realta Investment Advisors
Delaware
$349K +$115K +2,158 +32%
GJIC
924
Gamble Jones Investment Counsel
California
$348K -$25.7K -482 -5%
HWA
925
HHM Wealth Advisors
Tennessee
$348K -$2.35K -44 -0.5%
35 36
37
38 39