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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1551
Clear Harbor Asset Management
Connecticut
$508K -$4.68K -100 -0.9%
MFW
1552
Meristem Family Wealth
Minnesota
$508K -$3.04K -65 -0.6%
MIC
1553
Means Investment Company
Maine
$506K -$12.1K -259 -2%
BWM
1554
Buckley Wealth Management
Nevada
$506K – – –
HFM
1555
Hartford Financial Management
Connecticut
$506K – – –
EWA
1556
ERTS Wealth Advisors
Michigan
$506K +$54.3K +1,160 +12%
CBB
1557
Citizens Business Bank
California
$502K +$5.19K +111 +1%
SA
1558
SL Advisors
New Jersey
$501K -$20.1K -429 -4%
BT
1559
Brandywine Trust
Delaware
$501K – – –
BCA
1560
Bay Colony Advisors
Massachusetts
$501K +$421 +9 +0.1%
MMG
1561
Monetary Management Group
Missouri
$501K +$17.5K +375 +4%
DIS
1562
Diversified Investment Strategies
Louisiana
$499K -$232K -4,966 -32%
SIM
1563
SSI Investment Management
California
$498K -$3.13K -67 -0.6%
BIAS
1564
Beacon Investment Advisory Services
New Jersey
$497K -$46.9K -1,003 -9%
AF
1565
Advisornet Financial
Minnesota
$497K -$31K -663 -6%
AWE
1566
Avidian Wealth Enterprises
Texas
$497K +$224K +4,798 +83%
FSC
1567
Full Sail Capital
Oklahoma
$495K +$197K +4,207 +66%
GVAG
1568
Great Valley Advisor Group
Delaware
$494K +$53.7K +1,149 +12%
SRC
1569
Shufro Rose & Co
New York
$493K – – –
GLLW
1570
Graves Light Lenhart Wealth
Virginia
$492K +$32.5K +695 +7%
RTS
1571
Round Table Services
New Jersey
$487K -$259K -5,537 -35%
DSI
1572
Daiwa SB Investments
Japan
$487K -$96.8K -2,070 -17%
HPWM
1573
Highland Private Wealth Management
Washington
$487K +$28.8K +615 +6%
HAIM
1574
Hunter Associates Investment Management
Pennsylvania
$487K +$51.4K +1,100 +12%
PWP
1575
Principle Wealth Partners
Connecticut
$486K +$485K +10,375 New
61 62
63
64 65