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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1151
JGP Wealth Management
Oregon
$543K +$41.8K +1,674 +8%
FMB
1152
Field & Main Bank
Kentucky
$542K -$198K -7,925 -26%
EWA
1153
Etesian Wealth Advisors
Oregon
$540K -$511K -20,463 -47%
OCMI
1154
Oaktop Capital Management II
New Jersey
$540K – – –
PCM
1155
Poehling Capital Management
Wisconsin
$540K -$2.5K -100 -0.4%
TC
1156
Tairen Capital
Hong Kong
$538K +$624K +25,000 New
SDAM
1157
Shulman DeMeo Asset Management
New York
$538K +$724 +29 +0.1%
P
1158
Pitcairn
Pennsylvania
$538K -$332K -13,275 -37%
COCM
1159
Charter Oak Capital Management
New Hampshire
$538K +$5.02K +201 +0.9%
PCA
1160
Pallas Capital Advisors
Massachusetts
$537K +$74K +2,962 +14%
SIAP
1161
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$535K +$136K +5,461 +31%
RP
1162
Rice Partnership
Hawaii
$535K -$2.5K -100 -0.4%
FWP
1163
FAS Wealth Partners
Kansas
$534K -$19.8K -793 -3%
LSPW
1164
Lake Street Private Wealth
Illinois
$531K -$178K -7,124 -24%
JWBC
1165
J.W. Burns & Co
New York
$530K -$2.5K -100 -0.4%
GM
1166
GeoWealth Management
Illinois
$528K -$1.1K -44 -0.2%
NHC
1167
Nicholas Hoffman & Company
Georgia
$528K +$7.07K +283 +1%
HIP
1168
Harrell Investment Partners
Texas
$527K -$20.7K -830 -4%
LJHT
1169
Laurie J. Hall Trustee
$527K +$81.2K +3,250 +17%
CCG
1170
Coastwise Capital Group
California
$525K -$28.3K -1,133 -5%
FIB
1171
First Interstate Bank
Montana
$525K +$48K +1,922 +9%
WFM
1172
Wolff Financial Management
Michigan
$525K +$559K +22,394 New
VWA
1173
Visionary Wealth Advisors
Illinois
$525K -$4.02M -161,140 -88%
CHP
1174
Cable Hill Partners
Oregon
$525K +$45.9K +1,839 +9%
LC
1175
LCNB Corp
Ohio
$521K -$118K -4,730 -18%
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