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Name Holding Trade Value Shares
Change 		Change in
Stake
BST
1401
Bath Savings Trust
Maine
$220K – – –
OPPS
1402
Obsidian Personal Planning Solutions
Maryland
$220K – – –
ZCM
1403
Ziegler Capital Management
Illinois
$219K +$224K +589 New
AC
1404
Asio Capital
Kentucky
$218K – – –
CSPAM
1405
Cary Street Partners Asset Management
Virginia
$218K – – –
CL
1406
CIM LLC
New York
$217K +$13.7K +36 +7%
FMTC
1407
Farmers & Merchants Trust Company
California
$216K – – –
OP
1408
ORG Partners
Indiana
$215K -$906K -2,381 -80%
BAM
1409
BOS Asset Management
Illinois
$215K – – –
PK
1410
Pflug Koory
Nebraska
$214K – – –
PA
1411
Prossimo Advisors
California
$214K +$14.5K +38 +7%
BAM
1412
Blueshift Asset Management
New Jersey
$214K -$161K -424 -42%
EFG
1413
Everhart Financial Group
Ohio
$213K +$218K +573 New
MA
1414
MONECO Advisors
Connecticut
$213K +$7.99K +21 +4%
WTA
1415
Washington Trust Advisors
Massachusetts
$213K -$7.23K -19 -3%
TWM
1416
Tradition Wealth Management
Minnesota
$213K – – –
DOA
1417
D'Orazio & Associates
Virginia
$212K +$217K +570 New
FHA
1418
Flagship Harbor Advisors
Massachusetts
$211K +$8.75K +23 +4%
CCIA
1419
Cherry Creek Investment Advisors
Colorado
$211K +$216K +567 New
FAM
1420
Family Asset Management
South Carolina
$210K -$10.7K -28 -5%
SAI
1421
Systematic Alpha Investments
New Jersey
$210K – – –
SWA
1422
SFMG Wealth Advisors
Texas
$210K +$5.33K +14 +3%
NAS
1423
Nicolet Advisory Services
Wisconsin
$210K +$211K +554 New
BBW
1424
Blue Barn Wealth
Utah
$210K -$2.28K -6 -1%
LAM
1425
Lakewood Asset Management
Illinois
$209K – – –
55 56
57
58 59