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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1426
Caldwell Trust
Florida
$371K +$145K +1,948 +58%
GPI
1427
General Partner Inc
Pennsylvania
$368K – – –
HNW
1428
High Note Wealth
Minnesota
$367K +$298 +4 +0.1%
CIAM
1429
Caitong International Asset Management
Hong Kong
$365K -$730K -9,792 -65%
BTWM
1430
Baker Tilly Wealth Management
Wisconsin
$365K +$3.35K +45 +0.9%
BPWM
1431
BCS Private Wealth Management
New Jersey
$365K – – –
KP
1432
Keel Point
Alabama
$364K -$3.06K -41 -0.8%
KIC
1433
Kensington Investment Counsel
California
$363K – – –
NL
1434
NKCFO LLC
Illinois
$361K +$68.2K +915 +21%
PAG
1435
Powers Advisory Group
Illinois
$361K +$9.09K +122 +2%
FMWA
1436
Forvis Mazars Wealth Advisors
Missouri
$360K -$328K -4,395 -46%
FWA
1437
FSM Wealth Advisors
Ohio
$357K +$29.6K +397 +8%
OMC
1438
Oasis Management Company
Cayman Islands
$357K +$381K +5,118 New
AF
1439
Advisornet Financial
Minnesota
$357K +$275K +3,684 +257%
SAM
1440
Smithbridge Asset Management
Pennsylvania
$357K -$41.5K -557 -10%
ISFAN
1441
Investor's Fiduciary Advisor Network
Washington
$356K – – –
MFS
1442
Miller Financial Services
Michigan
$356K -$23.8K -320 -6%
SG
1443
StoneX Group
New York
$355K +$745 +10 +0.2%
TWP
1444
Triad Wealth Partners
Kansas
$355K +$379K +5,089 New
SSG
1445
Summit Securities Group
New York
$354K +$85.6K +1,149 +29%
IIC
1446
Ironwood Investment Counsel
Arizona
$353K -$23.7K -318 -6%
WIM
1447
Westside Investment Management
California
$353K +$20.9K +281 +6%
DT
1448
Diversified Trust
Tennessee
$353K +$54K +725 +17%
G
1449
Gainplan
Michigan
$351K +$375K +5,035 New
CWM
1450
Copia Wealth Management
Oregon
$351K +$27.4K +367 +8%
56 57
58
59 60