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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1251
Sage Mountain Advisors
Georgia
$2.08M +$333K +4,839 +18%
KFC
1252
Klingenstein Fields & Co
New York
$2.08M -$16.9K -245 -0.8%
PIM
1253
Penobscot Investment Management
Massachusetts
$2.06M -$58.7K -853 -3%
FCP
1254
Fidelis Capital Partners
Florida
$2.05M +$107K +1,549 +5%
PCG
1255
PFC Capital Group
California
$2.05M -$2.27K -33 -0.1%
CCP
1256
Clarkston Capital Partners
Michigan
$2.05M – – –
EM
1257
Excalibur Management
Massachusetts
$2.05M +$9.57K +139 +0.5%
CFG
1258
Chapman Financial Group
Hawaii
$2.05M +$111K +1,609 +6%
AWE
1259
Avidian Wealth Enterprises
Texas
$2.03M +$41.6K +605 +2%
AF
1260
Atala Financial
California
$2.03M – – –
CMI
1261
Clare Market Investments
Texas
$2.03M +$66.9K +972 +3%
HCM
1262
Howard Capital Management
Georgia
$2.03M +$66.5K +966 +3%
WIC
1263
Wilkins Investment Counsel
Massachusetts
$2.03M – – –
GA
1264
Guerra Advisors
Florida
$2.02M +$732K +10,640 +54%
EB
1265
Exchange Bank
California
$2.02M -$2.96K -43 -0.1%
DJSG
1266
D.J. St. Germain
Massachusetts
$2.02M +$139K +2,017 +7%
CTC
1267
Cetera Trust Company
Minnesota
$2.01M – – –
WAS
1268
Winch Advisory Services
Wisconsin
$2.01M +$33.9K +493 +2%
LWP
1269
LMG Wealth Partners
Louisiana
$2.01M +$44.7K +650 +2%
FRA
1270
Frank Rimerman Advisors
California
$2M -$1.08M -15,681 -34%
NGA
1271
Naples Global Advisors
Florida
$1.99M +$160K +2,330 +8%
ACMA
1272
Arbor Capital Management (Alaska)
Alaska
$1.99M +$82.5K +1,199 +4%
KFBMI
1273
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.99M – – –
DCM
1274
Davis Capital Management
Florida
$1.98M +$2.06M +29,928 New
LF
1275
Lee Financial
Texas
$1.98M +$102K +1,484 +5%
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