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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1451
Cambridge Trust
Massachusetts
$232K -$69.7K -1,400 -23%
OAM
1452
Oak Asset Management
California
$229K +$995 +20 +0.4%
AIS
1453
AM Investment Strategies
Tennessee
$228K +$227K +4,560 New
CANY
1454
Caxton Associates (New York)
New York
$227K -$4.37M -87,780 -95%
RGC
1455
Roberts, Glore & Co
Illinois
$227K -$10.9K -220 -5%
BBA
1456
Braun-Bostich & Associates
Pennsylvania
$226K – – –
AWE
1457
Avidian Wealth Enterprises
Texas
$225K -$140K -2,810 -38%
MF
1458
Manchester Financial
California
$225K – – –
SIA
1459
Soltis Investment Advisors
Utah
$225K +$223K +4,490 New
DI
1460
Diligent Investors
California
$223K -$4.98K -100 -2%
PFO
1461
Pathstone Family Office
New Jersey
$222K -$10.5K -210 -5%
SB
1462
Simmons Bank
Arkansas
$222K – – –
HFP
1463
Holistic Financial Partners
Indiana
$222K +$219K +4,400 New
CWM
1464
Connecticut Wealth Management
Connecticut
$222K +$221K +4,440 New
BWM
1465
BerganKDV Wealth Management
Minnesota
$221K – – –
CPSAC
1466
Chas P. Smith & Associates (CPS)
Florida
$221K – – –
FP
1467
Foundry Partners
Minnesota
$221K – – –
CPW
1468
Catalyst Private Wealth
California
$221K +$219K +4,410 New
HC
1469
Hendley & Co
Ohio
$220K +$219K +4,400 New
CFA
1470
Capstone Financial Advisors
Illinois
$219K -$275K -5,520 -56%
MCM
1471
McRae Capital Management
New Jersey
$218K +$217K +4,350 New
LCM
1472
LVM Capital Management
Michigan
$218K +$217K +4,360 New
MCM
1473
Monument Capital Management
Virginia
$217K +$216K +4,330 New
FNT
1474
First Nebraska Trust
Nebraska
$217K +$216K +4,330 New
IA
1475
Independence Advisors
Pennsylvania
$216K +$215K +4,310 New
57 58
59
60 61