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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1201
KCM Investment Advisors
California
$785K +$79.8K +447 +10%
AC
1202
AXQ Capital
New Jersey
$784K +$839K +4,703 New
TCM
1203
Telos Capital Management
California
$783K +$2.14K +12 +0.3%
RP
1204
Rowlandmiller & Partners
Georgia
$779K – – –
PTC
1205
Private Trust Company
Ohio
$776K -$166K -933 -17%
APW
1206
Aventura Private Wealth
Florida
$774K +$828K +4,638 New
TCOT
1207
Trust Company of Toledo
Ohio
$773K +$250K +1,399 +43%
DL
1208
DOHJ LLC
Washington
$771K -$8.74K -49 -1%
LWL
1209
Leo Wealth LLC
Texas
$771K +$46.2K +259 +6%
DI
1210
Diligent Investors
California
$769K +$193K +1,083 +31%
CCWM
1211
Cassaday & Co Wealth Management
Virginia
$768K -$22.1K -124 -3%
HCM
1212
Hengehold Capital Management
Ohio
$768K -$144K -808 -15%
SFFS
1213
Stonehage Fleming Financial Services
Jersey
$764K – – –
TFG
1214
Taylor Financial Group
Virginia
$763K +$5.17K +29 +0.6%
CIG
1215
Cullen Investment Group
Louisiana
$763K +$3.39K +19 +0.4%
LIA
1216
LBMC Investment Advisors
Tennessee
$762K – – –
HCA
1217
Heck Capital Advisors
Wisconsin
$761K +$724K +4,060 +812%
MCM
1218
M1 Capital Management
Michigan
$760K +$813K +4,555 New
SS
1219
Sunbelt Securities
Texas
$759K +$591K +3,312 +275%
CT
1220
Caldwell Trust
Florida
$758K – – –
SIM
1221
Sentry Investment Management
Wisconsin
$758K -$132K -740 -14%
DWT
1222
Dorsey & Whitney Trust
South Dakota
$757K +$75.5K +423 +10%
MSFS
1223
Main Street Financial Solutions
Pennsylvania
$756K +$475K +2,663 +142%
NCM
1224
Northside Capital Management
Oregon
$754K – – –
SAM
1225
Strategy Asset Managers
California
$752K -$3.75K -21 -0.5%
47 48
49
50 51