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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1901
WNY Asset Management
New York
$591K +$134K +2,230 +27%
EFSCE
1902
Enterprise Financial Services Corp (EFSC)
Missouri
$591K -$26.3K -439 -4%
BSI
1903
Bennett Selby Investments
Maine
$587K -$11.7K -195 -2%
CCWM
1904
Cassaday & Co Wealth Management
Virginia
$587K +$85.9K +1,433 +16%
RSWM
1905
Robertson Stephens Wealth Management
California
$586K +$600 +10 +0.1%
GFP
1906
Gryphon Financial Partners
Ohio
$585K -$150K -2,499 -19%
DWM
1907
Drive Wealth Management
Utah
$585K +$40.6K +677 +7%
CIA
1908
Cape Investment Advisory
Georgia
$585K +$45K +750 +8%
WAS
1909
Wealth Advisory Solutions
Indiana
$585K -$19K -316 -3%
KBC
1910
Key Bridge Compliance
$585K +$627K +10,447 New
GSB
1911
Greenfield Savings Bank
Massachusetts
$585K +$12.8K +213 +2%
FCM
1912
Fourpath Capital Management
Oklahoma
$583K -$1.2K -20 -0.2%
GIA
1913
GHP Investment Advisors
Colorado
$583K -$56.7K -945 -8%
IWP
1914
Icon Wealth Partners
Texas
$583K -$7.08K -118 -1%
HFM
1915
Hartford Financial Management
Connecticut
$582K +$480 +8 +0.1%
LNWTC
1916
Laird Norton Wetherby Trust Company
Washington
$582K +$1.74K +29 +0.3%
NP
1917
Ninepoint Partners
Ontario, Canada
$582K – – –
SW
1918
Solidarity Wealth
Utah
$581K -$34.7K -579 -5%
KOC
1919
Koss-Olinger Consulting
Florida
$581K +$5.7K +95 +0.9%
AP
1920
Advisors Preferred
Maryland
$579K +$138K +2,295 +28%
GC
1921
Guidance Capital
Kentucky
$578K +$38.5K +642 +6%
CIA
1922
Compass Ion Advisors
Pennsylvania
$577K +$618K +10,311 New
AIM
1923
Aspen Investment Management
Michigan
$577K – – –
KWMG
1924
King Wealth Management Group
Florida
$577K +$61.9K +1,032 +11%
MIC
1925
Meridian Investment Counsel
California
$576K – – –
75 76
77
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