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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
2351
Okabena Investment Services
Minnesota
$779K -$63K -209 -7%
LD
2352
Lipe & Dalton
New York
$779K – – –
RG
2353
Richelieu Gestion
France
$779K +$176K +585 +29%
PPW
2354
Parcion Private Wealth
Washington
$779K +$62.1K +206 +9%
PWA
2355
Physician Wealth Advisors
Utah
$776K – – –
CCFM
2356
Clear Creek Financial Management
Washington
$774K +$263K +872 +51%
ML
2357
McAdam LLC
Pennsylvania
$773K +$129K +427 +20%
DCM
2358
Dudley Capital Management
Virginia
$770K +$80.4K +267 +12%
BCG
2359
Breakwater Capital Group
New Jersey
$770K +$23.2K +77 +3%
LFA
2360
LGT Financial Advisors
Texas
$770K – – –
LRIA
2361
Leonard Rickey Investment Advisors
Washington
$767K -$46.1K -153 -6%
TA
2362
TruWealth Advisors
Louisiana
$766K -$4.82K -16 -0.6%
TW
2363
Towerpoint Wealth
California
$764K -$360K -1,196 -32%
NSB
2364
Norway Savings Bank
Maine
$764K +$64.8K +215 +9%
WSC
2365
Wellington Shields & Co
New York
$763K -$105K -350 -12%
VEA
2366
Virtus ETF Advisers
New York
$762K -$329K -1,091 -30%
FSC
2367
Full Sail Capital
Oklahoma
$762K +$6.63K +22 +0.9%
TWM
2368
Triton Wealth Management
Arizona
$761K – – –
HWP
2369
Heritage Wealth Partners
Ohio
$761K +$303K +1,007 +66%
GA
2370
Greytown Advisors
Florida
$760K +$60.6K +201 +9%
PIA
2371
Panoramic Investment Advisors
Colorado
$760K +$762K +2,530 New
WF
2372
Wayfinding Financial
Washington
$759K -$34.3K -114 -4%
CAM
2373
Chesapeake Asset Management
New York
$756K +$28.6K +95 +4%
SIC
2374
Samalin Investment Counsel
New York
$756K -$51.8K -172 -6%
CA
2375
Crane Advisory
California
$755K -$30.1K -100 -4%
93 94
95
96 97