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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1276
Stillwater Wealth Management Group
Florida
$2.19M +$248K +3,716 +14%
OPTFSNA
1277
Old Point Trust & Financial Services N A
Virginia
$2.19M -$615K -9,206 -23%
AWE
1278
Avidian Wealth Enterprises
Texas
$2.19M -$251K -3,755 -11%
EB
1279
Exchange Bank
California
$2.18M -$25K -374 -1%
ATC
1280
Adirondack Trust Company
New York
$2.18M -$41K -614 -2%
WAS
1281
Winch Advisory Services
Wisconsin
$2.18M -$534 -8 -0%
RWP
1282
Ridgecrest Wealth Partners
California
$2.18M +$43.4K +650 +2%
CTC
1283
Cetera Trust Company
Minnesota
$2.16M – – –
OFS
1284
OneAscent Financial Services
Alabama
$2.16M +$1.2M +17,971 +147%
CFM
1285
Catalyst Funds Management
Australia
$2.15M -$969K -14,505 -33%
KFBMI
1286
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.15M – – –
MM
1287
Meridian Management
Arkansas
$2.14M -$20.2K -302 -1%
SIM
1288
Stratos Investment Management
Ohio
$2.14M +$393K +5,886 +24%
TCM
1289
Tang Capital Management
California
$2.13M +$671K +10,048 +51%
OWP
1290
Obermeyer Wealth Partners
Colorado
$2.13M -$156K -2,333 -7%
IB
1291
Intrust Bank
Kansas
$2.13M +$36K +539 +2%
GWP
1292
Gen-Wealth Partners
Michigan
$2.1M +$70.3K +1,053 +4%
TF
1293
Tompkins Financial
New York
$2.1M – – –
MAWAG
1294
Mid-American Wealth Advisory Group
Missouri
$2.1M -$251K -3,756 -11%
FCP
1295
Fidelis Capital Partners
Florida
$2.08M +$1.34K +20 +0.1%
HWMO
1296
Heritage Wealth Management (Ohio)
Ohio
$2.08M -$26.7K -400 -1%
WT
1297
Washington Trust
Rhode Island
$2.07M -$8.41K -126 -0.4%
SWM
1298
Silverlake Wealth Management
Vermont
$2.07M -$10.9K -163 -0.6%
LRPA
1299
L. Roy Papp & Associates
Arizona
$2.07M +$6.88K +103 +0.4%
DCM
1300
Davis Capital Management
Florida
$2.07M +$60.3K +903 +3%
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