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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2176
WealthPLAN Partners
Nebraska
$492K -$21.4K -260 -4%
FFB
2177
First Financial Bankshares
Texas
$492K +$13.2K +160 +3%
FMB
2178
Field & Main Bank
Kentucky
$492K +$21.4K +260 +5%
BMC
2179
Benin Management Corp
Connecticut
$491K – – –
BA
2180
Birinyi Associates
Connecticut
$490K -$3.06M -37,210 -87%
SFS
2181
Summit Financial Strategies
Ohio
$490K -$2.47K -30 -0.5%
LA
2182
LM Advisors
California
$490K -$617K -7,500 -58%
WA
2183
WPG Advisers
Maryland
$488K +$451K +5,480 New
BCG
2184
Breakwater Capital Group
New Jersey
$488K +$31.3K +380 +7%
CG
2185
Clarus Group
Texas
$488K – – –
EPIMS
2186
Evelyn Partners Investment Management Services
$488K +$450K +5,470 New
ADIM
2187
Alpha DNA Investment Management
Maryland
$487K +$449K +5,460 New
LMKC
2188
L.M. Kohn & Company
Ohio
$486K +$449K +5,450 New
RWA
2189
Rooted Wealth Advisors
Illinois
$485K -$10.7K -130 -2%
LF
2190
Lee Financial
Texas
$485K +$46.9K +570 +12%
PSA
2191
Plum Street Advisors
Louisiana
$485K +$23.9K +290 +6%
FDCP
2192
Foster Dykema Cabot & Partners
Massachusetts
$481K -$82.3K -1,000 -16%
PPC
2193
Park Place Capital
Alabama
$481K -$77.4K -940 -15%
NB
2194
Nicolet Bankshares
Wisconsin
$481K – – –
SI
2195
Sava Infond
Slovenia
$481K +$444K +5,400 New
MCM
2196
Manchester Capital Management
Vermont
$481K – – –
WWC
2197
Waypoint Wealth Counsel
Georgia
$480K +$14.8K +180 +3%
SWP
2198
Summit Wealth Partners
Florida
$478K – – –
TAIM
2199
Te Ahumairangi Investment Management
New Zealand
$477K -$230K -2,800 -34%
4WM
2200
44 Wealth Management
Oregon
$477K +$4.94K +60 +1%
86 87
88
89 90