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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
1151
FullCircle Wealth
Texas
$928K +$8.67K +19 +1%
CIS
1152
Custom Index Systems
New York
$925K +$35.1K +77 +4%
APIM
1153
Agate Pass Investment Management
Washington
$919K +$4.56K +10 +0.5%
SLWA
1154
San Luis Wealth Advisors
California
$917K -$81.2K -178 -8%
MPWT
1155
MassMutual Private Wealth & Trust
Connecticut
$916K +$74.4K +163 +9%
MLA
1156
My Legacy Advisors
Oregon
$907K +$91.7K +201 +12%
FMTC
1157
Farmers & Merchants Trust Company
California
$907K +$641K +1,405 +266%
SOS
1158
Silver Oak Securities
Tennessee
$906K +$263K +577 +43%
RE
1159
Rydar Equities
Texas
$906K +$881K +1,931 New
FAFN
1160
First Affirmative Financial Network
Colorado
$905K +$94.9K +208 +12%
TIA
1161
Trust Investment Advisors
Indiana
$900K -$56.1K -123 -6%
TPW
1162
Transatlantique Private Wealth
New York
$899K +$648K +1,420 +286%
PP
1163
Patron Partners
Texas
$898K +$34.2K +75 +4%
CCIA
1164
Campbell & Co Investment Adviser
Maryland
$890K -$1.05M -2,301 -55%
IF
1165
IRON Financial
Illinois
$890K +$913 +2 +0.1%
GIC
1166
Generali Investments CEE
Czech Republic
$888K +$79K +173 +10%
DTC
1167
Davidson Trust Company
Washington
$887K -$22.4K -49 -3%
SIA
1168
Soltis Investment Advisors
Utah
$886K +$516K +1,130 +149%
FB
1169
Fulton Bank
Pennsylvania
$883K +$106K +232 +14%
PC
1170
Promus Capital
Illinois
$883K +$161K +352 +23%
BMC
1171
Beaton Management Company
Massachusetts
$883K – – –
HFM
1172
Hartford Funds Management
Pennsylvania
$882K -$913 -2 -0.1%
ECM
1173
Exchange Capital Management
Michigan
$880K -$7.3K -16 -0.8%
HIC
1174
Holderness Investments Company
North Carolina
$877K -$5.48K -12 -0.6%
PCA
1175
Purkiss Capital Advisors
Connecticut
$870K +$172K +377 +26%
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