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Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1276
First National Trust
Pennsylvania
$680K +$29.8K +167 +4%
LAM
1277
L2 Asset Management
Massachusetts
$678K +$725K +4,063 New
LI
1278
LMCG Investments
Massachusetts
$678K -$4.1K -23 -0.6%
RPWA
1279
Regent Peak Wealth Advisors
Georgia
$677K +$2.68K +15 +0.4%
JSSH
1280
J. Safra Sarasin Holding
$677K -$83K -465 -10%
WAM
1281
Walker Asset Management
Missouri
$677K +$178 +1 +0%
BBWA
1282
Bell & Brown Wealth Advisors
California
$676K +$31.2K +175 +5%
LIA
1283
LifePlan Investment Advisors
North Carolina
$676K +$535 +3 +0.1%
FAIM
1284
Financial Advocates Investment Management
Washington
$675K +$58.7K +329 +9%
FNBOO
1285
First National Bank of Omaha
Nebraska
$675K -$8.92K -50 -1%
WFAG
1286
Wescott Financial Advisory Group
Pennsylvania
$674K +$19.3K +108 +3%
ALAM
1287
Asahi Life Asset Management
Japan
$674K -$41K -230 -5%
PAW
1288
Plan A Wealth
Nebraska
$671K +$718K +4,024 New
LCM
1289
Landscape Capital Management
New Jersey
$668K +$715K +4,007 New
NHC
1290
Nicholas Hoffman & Company
Georgia
$668K +$535 +3 +0.1%
SFG
1291
Snider Financial Group
Washington
$666K +$165K +926 +30%
LA
1292
LexAurum Advisors
Kansas
$666K +$218K +1,219 +44%
AMCA
1293
Arthur M. Cohen & Associates
Illinois
$661K +$37.5K +210 +6%
BCFD
1294
Boit C.F. David
$656K – – –
CSP
1295
Cary Street Partners
Virginia
$655K +$701K +3,928 New
BOPW
1296
Brandywine Oak Private Wealth
Pennsylvania
$655K +$5.35K +30 +0.8%
HIA
1297
HTG Investment Advisors
Connecticut
$652K – – –
SB
1298
Strategic Blueprint
Georgia
$648K +$91.4K +512 +15%
PWPS
1299
Pinnacle Wealth Planning Services
Ohio
$646K -$261K -1,463 -27%
NG
1300
Northstar Group
New York
$646K – – –
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