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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1101
Solstein Capital
California
$889K +$132K +775 +18%
CA
1102
Clearstead Advisors
Ohio
$888K -$13.7K -80 -2%
WCAMG
1103
Woodard & Company Asset Management Group
North Carolina
$888K +$90.6K +530 +12%
NWP
1104
Northstar Wealth Partners
Connecticut
$888K +$176K +1,028 +25%
SWP
1105
Strategic Wealth Partners
Ohio
$879K -$122K -716 -12%
B
1106
Brightworth
Georgia
$879K -$49.7K -291 -5%
TC
1107
Toews Corporation
New Jersey
$876K +$855K +5,000 New
IA
1108
IFG Advisory
Georgia
$873K -$56.1K -328 -6%
WJA
1109
Williams Jones & Associates
New York
$871K -$11.6K -68 -1%
EFS
1110
Essex Financial Services
Connecticut
$867K -$1.71K -10 -0.2%
ACH
1111
ArrowMark Colorado Holdings
Colorado
$865K – – –
TIA
1112
Trust Investment Advisors
Indiana
$857K -$51.3K -300 -6%
SC
1113
Savant Capital
Illinois
$853K -$10.3K -60 -1%
PCM
1114
Poehling Capital Management
Wisconsin
$848K – – –
RWA
1115
Ropes Wealth Advisors
Massachusetts
$843K +$231K +1,350 +39%
MWAC
1116
Mariner Wealth Advisors (Cincinnati)
Ohio
$841K +$52K +304 +7%
FMLI
1117
Fukoku Mutual Life Insurance
Japan
$841K +$137K +800 +20%
RG
1118
Rikoon Group
New Mexico
$841K +$241K +1,408 +40%
FMWA
1119
Forvis Mazars Wealth Advisors
Missouri
$820K -$53.7K -314 -6%
PWPS
1120
Pinnacle Wealth Planning Services
Ohio
$819K +$545K +3,191 +215%
ZB
1121
Zions Bancorporation
Utah
$818K -$36.9K -216 -4%
ACM
1122
Azimuth Capital Management
Michigan
$812K -$17.1K -100 -2%
CAAS
1123
Capital Asset Advisory Services
Michigan
$812K -$10.3K -60 -1%
BCM
1124
BlueCrest Capital Management
Jersey
$810K +$790K +4,622 New
FMII
1125
Farmers & Merchants Investments Inc
Nebraska
$798K +$855 +5 +0.1%
43 44
45
46 47