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Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1376
Harvey Investment Company
Kentucky
$592K – – –
CCA
1377
Cobblestone Capital Advisors
New York
$591K -$16.3K -496 -3%
FCCM
1378
First City Capital Management
Georgia
$589K -$94.6K -2,888 -13%
BWA
1379
Bordeaux Wealth Advisors
California
$589K +$120K +3,652 +24%
HIM
1380
Herald Investment Management
United Kingdom
$588K – – –
ACL
1381
Applied Capital LLC
Florida
$586K +$26.2K +799 +4%
OBWG
1382
Onyx Bridge Wealth Group
New York
$584K +$618K +18,860 New
CAM
1383
Cypress Asset Management
Texas
$584K -$135K -4,125 -18%
NCM
1384
Northside Capital Management
Oregon
$584K +$7.9K +241 +1%
AWE
1385
Avidian Wealth Enterprises
Texas
$583K +$38.4K +1,173 +7%
I2I
1386
Insight 2811 Inc
Illinois
$582K +$21.4K +654 +4%
GWP
1387
Gateway Wealth Partners
Wisconsin
$581K +$381K +11,613 +163%
IFWM
1388
Institute for Wealth Management
Colorado
$580K +$186K +5,691 +44%
PP
1389
PDS Planning
Ohio
$580K -$101K -3,081 -14%
ANBT
1390
American National Bank & Trust
Texas
$579K +$96.7K +2,951 +19%
DWA
1391
Douglass Winthrop Advisors
New York
$579K -$107K -3,261 -15%
EFG
1392
Everhart Financial Group
Ohio
$579K -$81.5K -2,488 -12%
CCWM
1393
Cassaday & Co Wealth Management
Virginia
$578K -$28.5K -870 -4%
CA
1394
Capital Advantage
California
$577K -$123K -3,750 -18%
SFI
1395
SPC Financial Inc
Maryland
$575K +$90.5K +2,763 +17%
TFG
1396
Taylor Financial Group
Virginia
$574K -$46.8K -1,427 -7%
CIAS
1397
CFS Investment Advisory Services
New Jersey
$574K +$608K +18,562 New
SIA
1398
Soltis Investment Advisors
Utah
$574K -$183K -5,587 -23%
SP
1399
Symmetry Partners
Connecticut
$573K – – –
PFGIA
1400
Patriot Financial Group Insurance Agency
Massachusetts
$573K +$344K +10,508 +131%
54 55
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57 58