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Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
3076
Beck Mack & Oliver
New York
$1.21M +$1.36M +2,103 New
WA
3077
Wealthstar Advisors
Texas
$1.21M +$141K +218 +12%
MLA
3078
My Legacy Advisors
Oregon
$1.21M +$43.2K +67 +3%
USB
3079
Union Savings Bank
Connecticut
$1.21M -$43.9K -68 -3%
EWA
3080
Encompass Wealth Advisors
Oregon
$1.21M -$68.4K -106 -5%
TWPM
3081
Total Wealth Planning & Management
Florida
$1.2M -$91K -141 -6%
LCM
3082
Liberty Capital Management
Michigan
$1.2M +$150K +232 +13%
ABTD
3083
Arvest Bank Trust Division
Oklahoma
$1.2M +$151K +234 +13%
GCM
3084
Gator Capital Management
Florida
$1.2M – – –
SN
3085
Sittner & Nelson
Oregon
$1.2M – – –
LI
3086
LifeWealth Investments
Florida
$1.2M +$326K +506 +32%
CQWA
3087
Chokshi & Queen Wealth Advisors
California
$1.2M -$871K -1,350 -39%
MSA
3088
Marino Stram & Associates
Massachusetts
$1.2M +$645 +1 +0%
MPCL
3089
My Personal CFO LLC
Washington
$1.19M -$401K -622 -23%
LWP
3090
LeClair Wealth Partners
Ohio
$1.19M – – –
FFA
3091
Frazier Financial Advisors
Ohio
$1.19M +$228K +354 +21%
VDI
3092
Vaughan David Investments
Illinois
$1.19M +$1.29K +2 +0.1%
BCP
3093
Berkeley Capital Partners
Georgia
$1.19M +$36.8K +57 +3%
BWMG
3094
Barnes Wealth Management Group
California
$1.19M -$27.1K -42 -2%
OTL
3095
Oak Thistle LLC
New York
$1.19M +$268K +415 +25%
TC
3096
Truvestments Capital
Florida
$1.19M +$293K +454 +28%
PCS
3097
Private Client Services
Kentucky
$1.19M +$2.58K +4 +0.2%
MTWM
3098
Masso Torrence Wealth Management
New Jersey
$1.19M +$297K +460 +29%
ANBT
3099
American National Bank & Trust
Texas
$1.19M +$183K +283 +16%
GA
3100
Goldstein Advisors
Wisconsin
$1.18M +$187K +290 +16%
122 123
124
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