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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1651
Rockline Wealth Management
New York
$27.8M +$606K +1,210 +2%
CT
1652
Clearstead Trust
Maine
$27.8M +$624K +1,246 +2%
KP
1653
Keel Point
Alabama
$27.8M -$161K -322 -0.6%
DIP
1654
DT Investment Partners
Pennsylvania
$27.8M +$496K +989 +2%
FHA
1655
Flagship Harbor Advisors
Massachusetts
$27.6M -$6.69M -13,347 -19%
NHT
1656
New Hampshire Trust
New Hampshire
$27.5M -$814K -1,624 -3%
OAM
1657
Occidental Asset Management
California
$27.5M +$208K +415 +0.7%
CVM
1658
Cheviot Value Management
California
$27.5M -$443K -885 -2%
PCMC
1659
Paragon Capital Management (Colorado)
Colorado
$27.5M -$5.98M -11,938 -17%
AMCA
1660
Arthur M. Cohen & Associates
Illinois
$27.4M -$317K -633 -1%
XL
1661
XN LP
New York
$27.4M +$28.4M +56,689 New
CAG
1662
Csenge Advisory Group
Florida
$27.4M +$739K +1,475 +3%
AAM
1663
Augustine Asset Management
Florida
$27.4M -$54.6K -109 -0.2%
BEAM
1664
Baker Ellis Asset Management
Washington
$27.3M +$41.1K +82 +0.1%
HTIM
1665
Harbour Trust & Investment Management
Indiana
$27.3M +$1.86M +3,710 +7%
WETS
1666
Wealth Enhancement Trust Services
South Dakota
$27.2M +$28.2M +56,211 New
SIG
1667
Sargent Investment Group
Maryland
$27.1M +$156K +311 +0.6%
PBC
1668
Pavion Blue Capital
California
$27.1M -$126K -251 -0.4%
RZH
1669
Relyea Zuckerberg Hanson
Connecticut
$27.1M -$80.7K -161 -0.3%
SWM
1670
Sendero Wealth Management
Texas
$27.1M -$149K -298 -0.5%
BWP
1671
Balboa Wealth Partners
Arizona
$27.1M -$52.6K -105 -0.2%
SWA
1672
Stratos Wealth Advisors
Ohio
$27.1M +$88.7K +177 +0.3%
GEA
1673
Glen Eagle Advisors
New Jersey
$27.1M -$545K -1,087 -2%
WBC
1674
West Branch Capital
Massachusetts
$27.1M +$176K +351 +0.6%
IUC
1675
Ivory Union Consulting
$27.1M +$28.1M +56,000 New
65 66
67
68 69