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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1376
BOK Financial Private Wealth
Colorado
$574K -$8.63K -110 -2%
TPI
1377
Trust Point Inc
Wisconsin
$572K +$15.2K +194 +3%
LIA
1378
LS Investment Advisors
Michigan
$566K – – –
WPP
1379
Whalerock Point Partners
Rhode Island
$566K – – –
FMWA
1380
Forvis Mazars Wealth Advisors
Missouri
$564K +$52.1K +664 +12%
AWM
1381
Axxcess Wealth Management
California
$562K +$12.8K +163 +3%
SAM
1382
S.A. Mason
Michigan
$558K -$11.2K -143 -2%
BWG
1383
Beta Wealth Group
California
$557K +$31.5K +402 +7%
IIM
1384
Ipswich Investment Management
Massachusetts
$557K -$177K -2,257 -26%
FCAS
1385
First Command Advisory Services
Texas
$556K -$10.8K -138 -2%
PWP
1386
Principle Wealth Partners
Connecticut
$556K -$53.7K -685 -10%
OPW
1387
Osprey Private Wealth
New York
$554K +$492K +6,270 New
RS
1388
Rakuten Securities
Japan
$552K +$97.2K +1,240 +25%
JE
1389
JMAC Enterprises
Pennsylvania
$551K +$10K +128 +2%
WA
1390
Wealth Alliance
New York
$550K +$176K +2,249 +57%
AWM
1391
Avitas Wealth Management
California
$550K +$45.5K +580 +10%
FCP
1392
Fidelis Capital Partners
Florida
$548K -$75.1K -957 -12%
ACM
1393
Argent Capital Management
Missouri
$548K – – –
WP
1394
Waycross Partners
Kentucky
$548K – – –
ST
1395
Spinnaker Trust
Maine
$546K -$93.7K -1,195 -16%
ME
1396
McIlrath & Eck
Washington
$545K +$4.71K +60 +1%
PFBT
1397
Parkside Financial Bank & Trust
Missouri
$545K -$104K -1,326 -18%
SVWAG
1398
Sound View Wealth Advisors Group
Georgia
$544K +$48.4K +617 +11%
ACI
1399
Alpha Cubed Investments
California
$544K -$47.5K -606 -9%
NL
1400
NWAM LLC
Washington
$543K -$5.33K -68 -1%
54 55
56
57 58