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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2726
Brookmont Capital Management
Texas
$5.59M -$236K -729 -4%
LCM
2727
Lattice Capital Management
Washington
$5.58M +$5.38M +16,594 New
AHIA
2728
Andrew Hill Investment Advisors
Florida
$5.58M +$5.38M +16,580 New
CPSC
2729
Carl P. Sherr & Co
Massachusetts
$5.57M +$314K +969 +6%
CIA
2730
Citadel Investment Advisory
Ohio
$5.54M -$1.62K -5 -0%
PWA
2731
Phoenix Wealth Advisors
North Carolina
$5.54M +$234K +723 +5%
ANB
2732
Amarillo National Bank
Texas
$5.54M +$57.4K +177 +1%
BLC
2733
Brown, Lisle/Cummings
Rhode Island
$5.53M +$5.33M +16,448 New
GWM
2734
GDS Wealth Management
Texas
$5.53M +$5.33M +16,434 New
CBFP
2735
Cedar Brook Financial Partners
Ohio
$5.52M +$302K +931 +6%
WAAG
2736
Wealth Alliance Advisory Group
Kansas
$5.52M +$382K +1,179 +8%
IC
2737
Iconiq Capital
California
$5.52M +$1.45M +4,469 +37%
SJL
2738
Shayne & Jacobs LLC
Tennessee
$5.51M – – –
CIP
2739
Capital Insight Partners
Arizona
$5.5M +$7.46K +23 +0.1%
KWA
2740
KCS Wealth Advisory
California
$5.5M +$167K +514 +3%
THWM
2741
Taylor Hoffman Wealth Management
Virginia
$5.5M -$202K -624 -4%
MA
2742
MONECO Advisors
Connecticut
$5.5M +$159K +491 +3%
NCM
2743
New Capital Management
Texas
$5.49M -$227K -701 -4%
SW
2744
SkyOak Wealth
Michigan
$5.49M -$41.8K -129 -0.8%
MPPW
2745
Mitchell & Pahl Private Wealth
Oklahoma
$5.48M -$43.8K -135 -0.8%
BCM
2746
Bienville Capital Management
New York
$5.46M -$324 -1 -0%
BSI
2747
Bennett Selby Investments
Maine
$5.46M +$44.1K +136 +0.8%
DFG
2748
Delphi Financial Group
Delaware
$5.45M – – –
PP
2749
Patron Partners
Texas
$5.45M -$4.86K -15 -0.1%
LA
2750
Legacy Advisors
Pennsylvania
$5.44M -$79.1K -244 -1%
108 109
110
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