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Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1126
Harmony Asset Management
Arizona
$6.06M +$755K +2,071 +16%
CCB
1127
Country Club Bank
Missouri
$6.05M +$91.9K +252 +2%
DIM
1128
DLK Investment Management
California
$6.05M +$45.2K +124 +0.8%
FLI
1129
Family Legacy Inc
South Carolina
$6.04M +$81.7K +224 +2%
DIP
1130
DT Investment Partners
Pennsylvania
$6.03M +$112K +307 +2%
SIA
1131
SeaBridge Investment Advisors
New Jersey
$6M -$10.2K -28 -0.2%
FNA
1132
First National Advisers
Nebraska
$5.98M +$190K +520 +4%
CLA
1133
Carnegie Lake Advisors
New Jersey
$5.96M +$5.37M +14,710 New
AWM
1134
Avitas Wealth Management
California
$5.95M -$36.8K -101 -0.7%
FFM
1135
Forum Financial Management
Illinois
$5.95M +$175K +481 +3%
SCP
1136
Sandhill Capital Partners
New York
$5.94M +$151K +413 +3%
BAM
1137
Belpointe Asset Management
Nevada
$5.93M +$1.15M +3,158 +28%
JAM
1138
JCIC Asset Management
Ontario, Canada
$5.93M +$38.3K +105 +0.7%
JWM
1139
Jupiter Wealth Management
Colorado
$5.93M – – –
KWMG
1140
King Wealth Management Group
Florida
$5.92M -$581K -1,592 -10%
DIA
1141
Dean Investment Associates
Ohio
$5.91M -$154K -423 -3%
SWM
1142
Scissortail Wealth Management
Oklahoma
$5.91M -$5.05M -13,854 -97%
LM
1143
Lincluden Management
Ontario, Canada
$5.88M +$59.8K +164 +1%
SF
1144
Symphony Financial
Texas
$5.88M +$298K +817 +6%
RFA
1145
ROI Financial Advisors
Oregon
$5.88M +$133K +365 +3%
CNBT
1146
Canandaigua National Bank & Trust
New York
$5.86M -$12.4K -34 -0.2%
JFGIW
1147
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.86M +$521K +1,429 +11%
AAMA
1148
Advanced Asset Management Advisors
Ohio
$5.85M – – –
WCM
1149
Windward Capital Management
California
$5.85M +$269K +737 +5%
RF
1150
Robbins Farley
New Hampshire
$5.85M -$381K -1,045 -7%
44 45
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