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Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1126
Stokes Family Office
Louisiana
$350K -$28.5K -85 -8%
EHC
1127
Everett Harris & Co
California
$350K – – –
RTC
1128
Riverview Trust Company
Washington
$350K – – –
SSG
1129
Summit Securities Group
New York
$344K -$1.02M -3,050 -76%
PCH
1130
PGIM Custom Harvest
New Jersey
$343K -$158K -472 -33%
CAM
1131
Cozad Asset Management
Illinois
$342K +$10K +30 +3%
CWM
1132
Cahaba Wealth Management
Georgia
$340K +$1.34K +4 +0.4%
OQS
1133
Occudo Quantitative Strategies
Florida
$339K +$319K +954 New
AWM
1134
Atticus Wealth Management
Florida
$339K -$29.5K -88 -8%
GPI
1135
General Partner Inc
Pennsylvania
$338K – – –
NB
1136
Nicolet Bankshares
Wisconsin
$338K – – –
JE
1137
JMAC Enterprises
Pennsylvania
$338K +$318K +951 New
TTWM
1138
TCV Trust & Wealth Management
Virginia
$335K -$87.1K -260 -22%
TWA
1139
Tandem Wealth Advisors
Arizona
$335K -$5.02K -15 -2%
OFG
1140
Oxford Financial Group
Indiana
$335K +$1K +3 +0.3%
HT
1141
Heritage Trust
Oklahoma
$333K -$67.3K -201 -18%
MWM
1142
Meridian Wealth Management
Kentucky
$331K -$2.68K -8 -0.8%
FG
1143
Fiduciary Group
Georgia
$330K +$5.02K +15 +2%
PEA
1144
Park Edge Advisors
Ohio
$329K +$3.68K +11 +1%
CL
1145
Choreo LLC
Illinois
$329K +$310K +926 New
DSC
1146
Duncker Streett & Co
Missouri
$328K -$50.2K -150 -14%
SAM
1147
Strategy Asset Managers
California
$328K -$23.4K -70 -7%
RC
1148
Roundview Capital
New Jersey
$328K +$40.2K +120 +15%
CF
1149
Corrigan Financial
Rhode Island
$327K -$34.2K -102 -10%
EA
1150
Eclectic Associates
California
$326K +$8.71K +26 +3%
44 45
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