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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1401
Bell & Brown Wealth Advisors
California
$1.35M +$85.5K +1,758 +7%
BAM
1402
Belpointe Asset Management
Nevada
$1.35M +$303K +6,225 +28%
DRD
1403
Dennis R. Delaney
$1.35M +$77.9K +1,600 +6%
EM
1404
Excalibur Management
Massachusetts
$1.34M +$47.2K +970 +4%
FDS
1405
First Dallas Securities
Texas
$1.34M +$299K +6,151 +28%
BC
1406
Banced Corp
Illinois
$1.34M -$1.07K -22 -0.1%
AL
1407
Arnhold LLC
New York
$1.34M – – –
CBA
1408
Coastal Bridge Advisors
Connecticut
$1.33M +$1.17K +24 +0.1%
CG
1409
Colony Group
Massachusetts
$1.33M -$27.1K -556 -2%
PG
1410
Proffitt & Goodson
Tennessee
$1.33M -$95.9K -1,970 -7%
EWM
1411
Evermay Wealth Management
Virginia
$1.32M -$55.3K -1,136 -4%
CIC
1412
Crawford Investment Counsel
Georgia
$1.32M +$10.9K +224 +0.8%
RSVP
1413
Ramsay Stattman Vela & Price
Colorado
$1.32M -$1.61K -33 -0.1%
PFS
1414
Physicians Financial Services
North Carolina
$1.31M -$9.68K -199 -0.7%
LFGH
1415
Lee Financial Group Hawaii
Hawaii
$1.31M -$94.1K -1,933 -7%
ARMT
1416
Amica Retiree Medical Trust
Rhode Island
$1.31M – – –
SBWM
1417
Sunflower Bank Wealth Management
Arizona
$1.31M -$100K -2,065 -7%
CC
1418
Cornerstone Capital
California
$1.3M – – –
PAM
1419
PVG Asset Management
Colorado
$1.3M -$37.8K -777 -3%
TPWA
1420
TRUE Private Wealth Advisors
Oregon
$1.29M -$648K -13,322 -33%
NL
1421
NVWM LLC
Pennsylvania
$1.29M +$403K +8,278 +43%
CWM
1422
Chesapeake Wealth Management
Virginia
$1.29M -$55.7K -1,145 -4%
APG
1423
Abacus Planning Group
South Carolina
$1.29M -$70.6K -1,450 -5%
MWM
1424
Marietta Wealth Management
Georgia
$1.29M -$27.3K -561 -2%
TWA
1425
TCI Wealth Advisors
Arizona
$1.28M -$14.7K -303 -1%
55 56
57
58 59