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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Empirical Wealth Management
Washington
$992K -$205K -9,103 -16%
RA
802
RFG Advisory
Alabama
$992K -$491K -21,761 -31%
TCOV
803
Trust Company of Vermont
Vermont
$992K -$35.5K -1,574 -3%
MIC
804
Meridian Investment Counsel
California
$991K -$400K -17,740 -26%
ADL
805
Asset Dedication LLC
California
$990K -$786K -34,864 -41%
EHC
806
Everett Harris & Co
California
$989K -$235K -10,420 -17%
MVA
807
Mount Vernon Associates
Maryland
$986K +$19.2K +850 +2%
BAM
808
Belpointe Asset Management
Nevada
$982K +$2.71K +120 +0.3%
HBT
809
Hills Bank & Trust
Iowa
$973K -$46.1K -2,046 -4%
CCM
810
Chilton Capital Management
Texas
$969K -$224K -9,955 -17%
BAM
811
Boyar Asset Management
New York
$967K -$60.4K -2,680 -5%
BSC
812
Brown Shipley & Co
United Kingdom
$963K +$106K +4,688 +11%
GIA
813
Gladstone Institutional Advisory
Florida
$958K -$234K -10,398 -18%
AAIS
814
ABN AMRO Investment Solutions
$955K -$107K -4,766 -9%
FHA
815
First Horizon Advisors
Tennessee
$954K -$393K -17,427 -27%
AG
816
AlTi Global
New York
$951K -$137K -6,084 -11%
SPC
817
Sigma Planning Corp
Michigan
$951K -$103K -4,550 -9%
AIM
818
Athena Investment Management
California
$948K -$60.1K -2,664 -5%
TAM
819
Trust Asset Management
Texas
$945K – – –
AB
820
ANB Bank
Colorado
$943K +$1.06M +47,044 New
VVP
821
Venture Visionary Partners
Ohio
$942K -$509K -22,581 -32%
CG
822
Caprock Group
Idaho
$929K -$55.5K -2,460 -5%
MWM
823
Modera Wealth Management
New Jersey
$919K -$127K -5,620 -11%
FRM
824
Fox Run Management
Connecticut
$918K +$1.03M +45,766 New
MGIA
825
Moneta Group Investment Advisors
Missouri
$912K -$57.8K -2,566 -5%
31 32
33
34 35