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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1876
Beacon Financial Advisory
Ohio
$359K +$350K +7,285 New
LC
1877
Landaas & Company
Wisconsin
$358K -$6.73K -140 -2%
WR
1878
Watson Rebecca
$358K +$13K +270 +4%
BFPW
1879
BOK Financial Private Wealth
Colorado
$357K -$85.8K -1,783 -20%
GC
1880
Gilbert & Cook
Iowa
$357K +$26K +540 +8%
AMCA
1881
Arthur M. Cohen & Associates
Illinois
$356K – – –
BHTS
1882
Bar Harbor Trust Services
Maine
$356K – – –
DIS
1883
Diversified Investment Strategies
Louisiana
$354K +$8.42K +175 +2%
SB
1884
Sunflower Bank
Texas
$353K -$9.86K -205 -3%
ITIM
1885
Indiana Trust & Investment Management
Indiana
$353K -$6.83K -142 -2%
XSC
1886
X-Square Capital
Puerto Rico
$353K +$96.2K +2,000 +39%
EAM
1887
Erste Asset Management
Austria
$349K +$87.6K +1,821 +35%
HPIA
1888
Hamilton Point Investment Advisors
North Carolina
$349K -$24K -500 -7%
PVWM
1889
Point View Wealth Management
New Jersey
$348K +$11.1K +231 +3%
SFG
1890
SevenBridge Financial Group
Pennsylvania
$347K – – –
OL
1891
Optas LLC
Texas
$347K +$338K +7,038 New
PWM
1892
Paulson Wealth Management
Illinois
$346K -$17.1K -355 -5%
PWM
1893
Provident Wealth Management
Tennessee
$346K – – –
SAM
1894
SignalPoint Asset Management
Missouri
$345K +$17.3K +359 +5%
MFW
1895
Mosaic Family Wealth
Missouri
$344K -$8.8K -183 -3%
BOS
1896
Bank of Stockton
California
$344K +$3.61K +75 +1%
TAM
1897
Townsend Asset Management
North Carolina
$344K +$10.4K +217 +3%
MW
1898
Marcum Wealth
Ohio
$343K -$5.19K -108 -2%
CWM
1899
Cabot Wealth Management
Massachusetts
$343K +$4.71K +98 +1%
SAG
1900
Spotlight Asset Group
Illinois
$343K +$13.3K +277 +4%
74 75
76
77 78