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Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
1051
St Louis Trust
Missouri
$963K +$115K +1,557 +11%
MCP
1052
Martin Capital Partners
Oregon
$961K -$47.4K -644 -4%
BC
1053
Broadwater Capital
Massachusetts
$961K – – –
NFG
1054
Nations Financial Group
Iowa
$958K -$395K -5,360 -26%
ANTB
1055
AMG National Trust Bank
Colorado
$955K -$35.2K -478 -3%
CA
1056
Claro Advisors
Massachusetts
$954K +$39.7K +539 +4%
TCWA
1057
Turtle Creek Wealth Advisors
Texas
$954K +$1.11M +15,027 New
LFA
1058
Legacy Financial Advisors
Kentucky
$953K +$53.7K +729 +5%
MFS
1059
Monetta Financial Services
Illinois
$952K +$1.1M +15,000 New
SL
1060
Siren LLC
Connecticut
$952K +$1.1M +15,000 New
PTC
1061
Private Trust Company
Ohio
$952K +$340K +4,618 +44%
GFA
1062
Gifford Fong Associates
California
$952K – – –
KJWM
1063
Kiley Juergens Wealth Management
Washington
$948K -$663 -9 -0.1%
TF
1064
Trek Financial
Arizona
$941K +$188K +2,557 +21%
RCM
1065
Riverpark Capital Management
New York
$938K +$133K +1,803 +14%
CCG
1066
Ceeto Capital Group
Florida
$936K +$103K +1,400 +11%
S
1067
SignatureFD
Georgia
$935K -$75K -1,019 -6%
PAA
1068
Peregrine Asset Advisers
Oregon
$934K +$13.3K +181 +1%
DJSG
1069
D.J. St. Germain
Massachusetts
$931K -$8.76K -119 -0.8%
KC
1070
Knuff & Co
California
$921K -$473K -6,425 -31%
APIM
1071
Agate Pass Investment Management
Washington
$920K -$6.77K -92 -0.6%
CFO
1072
Callan Family Office
Pennsylvania
$918K -$791K -10,747 -43%
PWG
1073
Portside Wealth Group
Utah
$917K +$85K +1,154 +9%
EPIMS
1074
Evelyn Partners Investment Management Services
$916K -$97.1K -1,319 -8%
DSC
1075
Duncker Streett & Co
Missouri
$916K -$56.4K -766 -5%
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