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Name Holding Trade Value Shares
Change 		Change in
Stake
PM
2926
Phraction Management
Connecticut
$575K – – –
1WM
2927
1858 Wealth Management
Ohio
$574K +$362 +1 +0.1%
TGAM
2928
TBH Global Asset Management
Tennessee
$573K -$44.5K -123 -7%
OFO
2929
OneAscent Family Office
Alabama
$573K -$432K -1,194 -43%
OIA
2930
Optimum Investment Advisors
Illinois
$572K -$3.98K -11 -0.7%
BI
2931
Bolthouse Investments
California
$571K +$234K +646 +71%
HFS
2932
Heritage Financial Services
Massachusetts
$569K +$42K +116 +8%
AEPWM
2933
Atlantic Edge Private Wealth Management
Florida
$569K -$32.2K -89 -5%
TPF
2934
Tribridge Partners Financial
Maryland
$569K +$561K +1,551 New
GG
2935
Gleason Group
Kentucky
$568K +$3.62K +10 +0.6%
ABLA
2936
Alan B. Lancz & Associates
Ohio
$568K +$18.1K +50 +3%
BHPW
2937
Beverly Hills Private Wealth
California
$568K -$33.3K -92 -6%
WPC
2938
White Pine Capital
Minnesota
$568K +$119K +329 +27%
VH
2939
Visionary Horizons
Tennessee
$566K -$16.3K -45 -3%
4A
2940
4Wealth Advisors
Illinois
$566K -$2.17K -6 -0.4%
SEM
2941
Suncoast Equity Management
Florida
$565K -$1.45K -4 -0.3%
DBG
2942
De Burlo Group
Massachusetts
$564K -$109K -300 -16%
UPS
2943
UHLMANN PRICE SECURITIES
Illinois
$563K +$1.09K +3 +0.2%
TCM
2944
Tributary Capital Management
Nebraska
$563K -$18.1K -50 -3%
NWA
2945
Navis Wealth Advisors
New York
$562K +$9.77K +27 +2%
CWA
2946
CJM Wealth Advisers
Virginia
$561K – – –
GIM
2947
Guardian Investment Management
California
$561K – – –
JFA
2948
JNBA Financial Advisors
Minnesota
$559K +$10.9K +30 +2%
PFW
2949
Petros Family Wealth
Minnesota
$558K -$89.7K -248 -14%
HA
2950
HC Advisors
Georgia
$558K -$66.9K -185 -11%
116 117
118
119 120