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Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1476
Fidelis Capital Partners
Florida
$300K -$65.8K -1,010 -18%
JRPCML
1477
J. R. Prunier Capital Management LLC
Massachusetts
$300K +$307K +4,704 New
AFO
1478
Arrowroot Family Office
California
$298K +$2.48K +38 +0.8%
BWM
1479
BCGM Wealth Management
Indiana
$298K +$97.8K +1,500 +47%
HL
1480
HeadInvest LLC
Maine
$298K +$19.9K +305 +7%
AA
1481
Alta Advisers
United Kingdom
$297K -$84.7K -1,300 -22%
CNFG
1482
Creegan & Nassoura Financial Group
New Hampshire
$296K – – –
JEST
1483
JTC Employer Solutions Trustee
Jersey
$296K – – –
RAM
1484
Redmond Asset Management
Virginia
$296K -$3.26K -50 -1%
AW
1485
Ankerstar Wealth
Texas
$296K +$300K +4,610 New
BC
1486
Barrett & Company
Rhode Island
$295K +$2.02K +31 +0.7%
MCM
1487
Massar Capital Management
Connecticut
$295K +$302K +4,632 New
SFS
1488
Summit Financial Strategies
Ohio
$295K +$23.1K +355 +8%
TPI
1489
Trust Point Inc
Wisconsin
$294K -$54.1K -830 -15%
QI
1490
Qtron Investments
Massachusetts
$294K – – –
PWP
1491
Principle Wealth Partners
Connecticut
$294K +$456 +7 +0.2%
MCM
1492
Monarch Capital Management
Indiana
$293K – – –
BFA
1493
Beacon Financial Advisory
Ohio
$292K -$225K -3,458 -43%
AWM
1494
Axxcess Wealth Management
California
$292K -$22.6K -346 -7%
WP
1495
Westmount Partners
California
$292K -$31.7K -487 -10%
SOS
1496
Silver Oak Securities
Tennessee
$292K +$66.2K +1,016 +27%
UAML
1497
US Asset Management LLC
Pennsylvania
$291K -$2.22K -34 -0.7%
PCP
1498
Panoramic Capital Partners
Oregon
$291K -$456 -7 -0.2%
SIG
1499
Sargent Investment Group
Maryland
$289K +$295K +4,531 New
TPCW
1500
TD Private Client Wealth
New York
$287K -$15.6K -239 -5%
58 59
60
61 62