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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
2351
Sutton Place Investors
New York
$650K -$3.66K -30 -0.6%
HTWM
2352
Hartmann Taylor Wealth Management
Texas
$650K +$9.76K +80 +1%
BST
2353
Bath Savings Trust
Maine
$649K +$7.32K +60 +1%
LW
2354
Linscomb Wealth
Texas
$649K +$14.6K +120 +2%
HDA
2355
Harold Davidson & Associates
California
$649K +$95.2K +780 +17%
XF
2356
XML Financial
Maryland
$649K +$144K +1,180 +28%
JWA
2357
JFS Wealth Advisors
Pennsylvania
$648K – – –
RCA
2358
Roberts Capital Advisors
Colorado
$645K -$2.56M -20,980 -80%
PA
2359
Perennial Advisors
New York
$644K – – –
ISFAN
2360
Investor's Fiduciary Advisor Network
Washington
$643K -$58.6K -480 -8%
MLFP
2361
MPS Loria Financial Planners
Illinois
$643K – – –
IIC
2362
Integrated Investment Consultants
Michigan
$643K -$19.5K -160 -3%
SWP
2363
Summit Wealth Partners
Florida
$643K – – –
VR
2364
Valued Retirements
Texas
$641K – – –
SG
2365
Sienna Gestion
France
$638K – – –
MCM
2366
MV Capital Management
Maryland
$637K – – –
FCM
2367
Fourpath Capital Management
Oklahoma
$635K -$30.5K -250 -5%
AM
2368
Atwater Malick
Pennsylvania
$635K +$647K +5,300 New
BFWA
2369
Benchmark Financial Wealth Advisors
Florida
$635K +$41.5K +340 +7%
TA
2370
TruWealth Advisors
Louisiana
$634K -$20.7K -170 -3%
4WM
2371
44 Wealth Management
Oregon
$634K -$3.66K -30 -0.6%
BFPW
2372
BOK Financial Private Wealth
Colorado
$634K +$173K +1,420 +37%
BOM
2373
Bank of Marin
California
$634K +$3.66K +30 +0.6%
AWM
2374
Activest Wealth Management
Florida
$634K +$115K +940 +22%
GA
2375
Goldstein Advisors
Wisconsin
$632K +$20.7K +170 +3%
93 94
95
96 97