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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2226
Family Management
New York
$408K -$27.9K -449 -6%
GTAM
2227
Global Trust Asset Management
Florida
$407K -$12.4K -200 -3%
TIA
2228
Tiemann Investment Advisors
California
$407K – – –
OAM
2229
Oak Asset Management
California
$405K – – –
AAS
2230
Annex Advisory Services
Wisconsin
$405K +$373 +6 +0.1%
WAAG
2231
Wealth Alliance Advisory Group
Kansas
$404K -$49.8K -800 -11%
WF
2232
Warner Financial
Maryland
$404K -$168K -2,702 -29%
CA
2233
Crumly & Associates
Illinois
$403K +$80.4K +1,292 +24%
DA
2234
Dillon & Associates
Michigan
$403K – – –
WAG
2235
Wallace Advisory Group
California
$402K – – –
SAM
2236
SignalPoint Asset Management
Missouri
$401K -$7.46K -120 -2%
BWA
2237
Beam Wealth Advisors
Louisiana
$401K +$93.8K +1,508 +29%
AWP
2238
Ascent Wealth Partners
New York
$401K – – –
BDA
2239
Borer Denton & Associates
Pennsylvania
$401K -$12.4K -200 -3%
EWM
2240
Endurance Wealth Management
Rhode Island
$399K – – –
SSWG
2241
Seven Springs Wealth Group
Tennessee
$398K – – –
CHP
2242
Cable Hill Partners
Oregon
$397K -$3.92K -63 -1%
PJSIMP
2243
P.J. Schmidt Investment Management (PJS)
Wisconsin
$397K -$3.11K -50 -0.8%
SRC
2244
Shufro Rose & Co
New York
$395K – – –
MA
2245
Mezzasalma Advisors
New Jersey
$395K – – –
PWMG
2246
Provence Wealth Management Group
California
$395K -$145K -2,326 -26%
B
2247
Barings
North Carolina
$395K +$60.1K +966 +17%
WP
2248
WealthPLAN Partners
Nebraska
$394K -$54.7K -880 -12%
CNB
2249
Camden National Bank
Maine
$393K -$23.6K -379 -5%
GIP
2250
Granite Investment Partners
California
$393K – – –
88 89
90
91 92