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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1826
Montecito Bank & Trust
California
$306K -$82K -2,503 -20%
AAP
1827
Arax Advisory Partners
Colorado
$306K +$131K +3,998 +68%
TWM
1828
Trueblood Wealth Management
Ohio
$306K +$98 +3 +0%
MFWP
1829
Mosaic Family Wealth Partners
Missouri
$306K +$4.82K +147 +2%
CT
1830
Coastline Trust
Rhode Island
$305K -$17.4K -530 -5%
RIG
1831
Renaissance Investment Group
Massachusetts
$304K -$84.2K -2,570 -23%
EA
1832
Everpar Advisors
Oklahoma
$304K +$14.3K +435 +5%
SCP
1833
Sivia Capital Partners
California
$304K +$10.9K +332 +3%
CC
1834
Corton Capital
Ontario, Canada
$304K -$1.14M -34,776 -78%
RCA
1835
Ranch Capital Advisors
Florida
$304K -$2K -61 -0.6%
GAM
1836
Griffin Asset Management
New York
$302K -$74.1K -2,262 -19%
GSEP
1837
Golden State Equity Partners
California
$302K +$320K +9,753 New
OWA
1838
Octavia Wealth Advisors
Ohio
$302K +$55.4K +1,691 +21%
LCM
1839
Landscape Capital Management
New Jersey
$302K +$319K +9,745 New
EWM
1840
Evermay Wealth Management
Virginia
$302K -$3.28K -100 -1%
FWP
1841
Falcon Wealth Planning
California
$301K +$51.2K +1,563 +19%
LCM
1842
Liberty Capital Management
Michigan
$301K -$155K -4,738 -33%
DPIM
1843
Duff & Phelps Investment Management
Illinois
$300K -$1.28M -38,967 -80%
GWM
1844
Gray Wealth Management
Maine
$299K -$107K -3,261 -25%
ALAM
1845
Asahi Life Asset Management
Japan
$299K -$328K -10,008 -51%
RAM
1846
Redmond Asset Management
Virginia
$297K -$7.28K -222 -2%
GF
1847
Gimbal Financial
Indiana
$297K -$1.38K -42 -0.5%
SL
1848
Stevard LLC
Illinois
$296K +$49.2K +1,500 +19%
GWANC
1849
Guardian Wealth Advisors (North Carolina)
North Carolina
$296K -$17.1K -522 -5%
SSWM
1850
Strait & Sound Wealth Management
California
$296K -$37.4K -1,141 -11%
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