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Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
1351
Lombard Odier Asset Management (Switzerland)
Switzerland
$245K -$285K -12,820 -55%
EPA
1352
Element Pointe Advisors
Florida
$245K +$231K +10,400 New
GEA
1353
Glen Eagle Advisors
New Jersey
$245K -$11.3K -510 -5%
SOS
1354
Silver Oak Securities
Tennessee
$244K -$85.3K -3,840 -37%
SA
1355
Syntax Advisors
New York
$244K -$44.4K -2,000 -16%
VCG
1356
Vantage Consulting Group
Virginia
$244K -$44.4K -2,000 -16%
AFS
1357
Annapolis Financial Services
Maryland
$244K +$4.22K +190 +2%
HT
1358
HighTower Trust
Texas
$244K +$231K +10,380 New
CT
1359
Coastline Trust
Rhode Island
$243K -$593K -26,700 -72%
SPIO
1360
Seven Post Investment Office
California
$243K +$229K +10,310 New
HCM
1361
Howland Capital Management
Massachusetts
$243K +$230K +10,340 New
SWIM
1362
Smallwood Wealth Investment Management
New Jersey
$243K +$230K +10,340 New
VCM
1363
Virtue Capital Management
Tennessee
$242K -$54.4K -2,450 -19%
CAM
1364
Columbia Asset Management
Michigan
$242K -$46.2K -2,080 -17%
MSFS
1365
Main Street Financial Solutions
Pennsylvania
$242K +$228K +10,280 New
ESB
1366
Essex Savings Bank
Connecticut
$242K +$229K +10,300 New
FHA
1367
First Horizon Advisors
Tennessee
$241K -$83.1K -3,740 -27%
NFG
1368
Nadler Financial Group
Illinois
$241K +$227K +10,220 New
FPGK
1369
Financial Partners Group (Kansas)
Kansas
$240K +$226K +10,190 New
HIC
1370
Holderness Investments Company
North Carolina
$240K +$227K +10,210 New
IAMOG
1371
Investors Asset Management of Georgia
Georgia
$239K – – –
CA
1372
Clearstead Advisors
Ohio
$239K +$9.11K +410 +4%
BO
1373
BRR OpCo
Ohio
$239K +$225K +10,150 New
MTC
1374
McDaniel Terry & Co
Texas
$239K +$226K +10,170 New
BFA
1375
Bragg Financial Advisors
North Carolina
$237K -$113K -5,070 -34%
53 54
55
56 57