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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
976
CX Institutional
Indiana
$996K -$3.55K -9 -0.4%
FFC
977
First Financial Corp
Indiana
$996K -$20.9K -53 -2%
BAM
978
Belpointe Asset Management
Nevada
$995K +$140K +354 +17%
WPC
979
Wedmont Private Capital
Pennsylvania
$992K +$136K +346 +17%
APIM
980
Agate Pass Investment Management
Washington
$989K +$950K +2,409 New
EWA
981
EP Wealth Advisors
California
$988K -$10.3K -26 -1%
WAAG
982
Wealth Alliance Advisory Group
Kansas
$985K +$108K +274 +13%
PNAA
983
Pictet North America Advisors
Switzerland
$984K +$8.28K +21 +0.9%
CCA
984
Conestoga Capital Advisors
Pennsylvania
$980K – – –
MMPW
985
Mitchell McLeod Pugh & Williams
Alabama
$978K -$394 -1 -0%
PCP
986
Proficio Capital Partners
Massachusetts
$968K +$20.5K +52 +2%
SB
987
Strategic Blueprint
Georgia
$962K +$20.1K +51 +2%
ADL
988
Asset Dedication LLC
California
$959K +$33.1K +84 +4%
CA
989
Continuum Advisory
Idaho
$957K +$8.68K +22 +1%
MFG
990
Monte Financial Group
Connecticut
$955K -$8.28K -21 -0.9%
AC
991
Avestar Capital
New York
$953K +$113K +286 +14%
CA
992
Claro Advisors
Massachusetts
$951K +$9.86K +25 +1%
RWB
993
RMR Wealth Builders
New Jersey
$951K +$144K +366 +19%
APSI
994
Asset Planning Services Inc
Louisiana
$949K +$911K +2,310 New
MCM
995
Monarch Capital Management
Indiana
$947K – – –
MAM
996
Martingale Asset Management
Massachusetts
$947K +$909K +2,306 New
HW
997
Hancock Whitney
Mississippi
$944K -$79.7K -202 -8%
HCA
998
Harbour Capital Advisors
Virginia
$940K – – –
SC
999
SouthState Corp
Florida
$938K – – –
LRPA
1000
L. Roy Papp & Associates
Arizona
$932K -$10.6K -27 -1%
38 39
40
41 42