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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1326
AXS Investments
New York
$425K +$19.9K +46 +5%
TTWM
1327
TCV Trust & Wealth Management
Virginia
$424K – – –
OA
1328
Oxbow Advisors
Texas
$423K – – –
IAIM
1329
International Assets Investment Management
Florida
$421K -$41.1K -95 -9%
HNB
1330
Hilltop National Bank
Wyoming
$421K +$392K +906 New
NL
1331
NWAM LLC
Washington
$421K +$10.4K +24 +3%
CFO
1332
CVA Family Office
Colorado
$419K +$866 +2 +0.2%
EGM
1333
Engineers Gate Manager
New York
$416K +$388K +897 New
APWM
1334
Argonautica Private Wealth Management
Massachusetts
$416K -$45.9K -106 -11%
KA
1335
Klingman & Associates
New York
$414K +$5.63K +13 +1%
FG
1336
Fiduciary Group
Georgia
$412K – – –
SFG
1337
SevenBridge Financial Group
Pennsylvania
$410K +$150K +346 +56%
HFBOT
1338
Home Federal Bank of Tennessee
Tennessee
$409K – – –
OWP
1339
Obermeyer Wealth Partners
Colorado
$406K +$2.6K +6 +0.7%
LWL
1340
Leo Wealth LLC
Texas
$404K -$9.53K -22 -2%
CDH
1341
Charles D. Hyman
$404K – – –
MTIC
1342
Missouri Trust & Investment Company
Missouri
$402K – – –
OFS
1343
OneAscent Financial Services
Alabama
$401K +$21.2K +49 +6%
SPW
1344
Sonoma Private Wealth
California
$401K -$4.33K -10 -1%
HCA
1345
Hyperion Capital Advisors
New York
$401K – – –
HPM
1346
Hoxton Planning & Management
West Virginia
$400K +$4.76K +11 +1%
SHGA
1347
Sand Hill Global Advisors
California
$399K -$4.33K -10 -1%
TRIA
1348
Trail Ridge Investment Advisors
Colorado
$399K – – –
CCWM
1349
Cassaday & Co Wealth Management
Virginia
$399K +$25.1K +58 +7%
BFO
1350
Boston Family Office
Massachusetts
$397K – – –
52 53
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55 56