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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
Sugarloaf Wealth Management
Georgia
$5.5M -$169K -551 -3%
ECM
952
Estabrook Capital Management
New York
$5.49M -$119K -388 -2%
ECM
953
Exchange Capital Management
Michigan
$5.49M +$15.3K +50 +0.3%
MWA
954
Meridian Wealth Advisors
Texas
$5.47M +$280K +913 +5%
BAM
955
Belpointe Asset Management
Nevada
$5.45M -$834K -2,721 -12%
FC
956
Fusion Capital
South Carolina
$5.45M -$53K -173 -0.9%
DT
957
Diversified Trust
Tennessee
$5.45M -$504K -1,644 -8%
BMO
958
Beck Mack & Oliver
New York
$5.44M -$29.4K -96 -0.5%
BA
959
Bristlecone Advisors
Washington
$5.43M -$567K -1,850 -9%
JC
960
JBF Capital
Colorado
$5.43M – – –
BSA
961
Bull Street Advisors
Georgia
$5.43M -$9.2K -30 -0.2%
CCM
962
Carderock Capital Management
Maryland
$5.41M +$42K +137 +0.8%
IFG
963
Independent Financial Group
California
$5.41M +$254K +830 +5%
CAM
964
Carret Asset Management
New York
$5.4M -$115K -376 -2%
VHAM
965
Van Hulzen Asset Management
California
$5.38M +$4.34M +14,145 +344%
DA
966
Duality Advisers
Florida
$5.37M +$5.58M +18,185 New
WA
967
Waverly Advisors
Alabama
$5.36M -$36.2K -118 -0.6%
AWAG
968
ARS Wealth Advisors Group
Florida
$5.36M +$571K +1,862 +11%
CW
969
CreativeOne Wealth
Kansas
$5.36M -$514K -1,676 -8%
AP
970
Atwood & Palmer
Missouri
$5.35M -$50.6K -165 -0.9%
OCAM
971
Onex Canada Asset Management
Ontario, Canada
$5.34M -$2.92M -9,539 -35%
DE
972
Day & Ennis
Georgia
$5.3M +$7.05K +23 +0.1%
EH
973
Equitable Holdings
New York
$5.3M +$820K +2,674 +17%
ECML
974
Eagle Capital Management (Louisiana)
Louisiana
$5.29M -$126K -411 -2%
ESB
975
Essex Savings Bank
Connecticut
$5.28M +$35.6K +116 +0.7%
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