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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1901
Eudaimonia Partners
Tennessee
$787K +$742K +3,833 New
OWA
1902
One Wealth Advisors
California
$768K -$14.5K -75 -2%
CCG
1903
Cypress Capital Group
Florida
$767K -$20.1K -104 -3%
RFM
1904
Royal Fund Management
Florida
$766K -$9.1K -47 -1%
PSC
1905
Prentiss Smith & Co
Vermont
$766K – – –
BHBT
1906
Burke & Herbert Bank & Trust
Virginia
$766K +$10.7K +55 +1%
SIM
1907
Sonora Investment Management
Arizona
$766K +$255K +1,318 +55%
LDB
1908
Lee, Danner & Bass
Tennessee
$761K -$5.04K -26 -0.7%
AI
1909
Accredited Investors
Minnesota
$760K -$48.4K -250 -6%
MBT
1910
Montecito Bank & Trust
California
$760K +$43.6K +225 +6%
JJ
1911
JDC-JSC
New York
$759K +$717K +3,700 New
BW
1912
Bison Wealth
Georgia
$758K -$48K -248 -6%
JWM
1913
Jupiter Wealth Management
Colorado
$758K +$387K +2,000 +137%
TCM
1914
Tuttle Capital Management
Connecticut
$757K +$714K +3,687 New
OFG
1915
OmniStar Financial Group
North Carolina
$753K -$7.55K -39 -1%
CA
1916
Continuum Advisory
Idaho
$749K -$20.9K -108 -3%
PBO
1917
Peoples Bank (Ohio)
Ohio
$749K +$11.6K +60 +2%
CF
1918
Copperwynd Financial
Arizona
$747K +$83.3K +430 +13%
TL
1919
TrueWealth LLC
Georgia
$745K -$63.1K -326 -8%
AO
1920
Allen Operations
New York
$744K – – –
IIC
1921
Integrated Investment Consultants
Michigan
$741K +$332K +1,714 +90%
WTFG
1922
Wells Trecaso Financial Group
Ohio
$739K -$4.46K -23 -0.6%
JA
1923
JOYN Advisors
Georgia
$739K +$16.1K +83 +2%
CIC
1924
Chilton Investment Company
Connecticut
$738K +$21.5K +111 +3%
CAM
1925
Concorde Asset Management
Michigan
$738K +$77.7K +401 +13%
75 76
77
78 79