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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1551
MBL Wealth
North Carolina
$286K +$242K +4,031 New
BWM
1552
BigSur Wealth Management
Florida
$286K – – –
BTD
1553
BankPlus Trust Department
Mississippi
$286K +$211K +3,518 +699%
FFWM
1554
Future Financial Wealth Management
Ohio
$285K +$60 +1 +0%
KA
1555
KDT Advisors
New York
$285K -$15K -250 -6%
DAM
1556
Doheny Asset Management
California
$283K – – –
DMBA
1557
Deseret Mutual Benefit Administrators
Utah
$282K – – –
PFM
1558
Patton Fund Management
Texas
$282K +$238K +3,970 New
PWW
1559
Pettyjohn Wood & White
Virginia
$282K -$5.22K -87 -2%
QL
1560
Quarry LP
New York
$282K -$180K -3,000 -43%
PWMAG
1561
Pinnacle Wealth Management Advisory Group
New Jersey
$280K +$29.7K +494 +14%
EWA
1562
EverSource Wealth Advisors
Alabama
$279K -$12.4K -207 -5%
MCCP
1563
Mission Creek Capital Partners
California
$279K -$161K -2,674 -41%
HA
1564
Hamel Associates
New Jersey
$279K -$3.7M -61,613 -94%
SSG
1565
Summit Securities Group
New York
$279K +$235K +3,923 New
SOS
1566
Silver Oak Securities
Tennessee
$278K +$49.8K +829 +27%
NS
1567
NBC Securities
Alabama
$278K -$226K -3,758 -49%
ATC
1568
Adirondack Trust Company
New York
$278K – – –
CAM
1569
Carret Asset Management
New York
$277K +$30K +500 +15%
EC
1570
EntryPoint Capital
New York
$277K -$9K -150 -4%
FRM
1571
Fox Run Management
Connecticut
$276K +$233K +3,885 New
BCG
1572
Breakwater Capital Group
New Jersey
$275K +$10.6K +177 +5%
BHB
1573
Bank Hapoalim BM
Israel
$275K +$232K +3,867 New
HI
1574
Harbour Investments
Wisconsin
$273K -$960 -16 -0.4%
EWA
1575
Etesian Wealth Advisors
Oregon
$273K -$161K -2,674 -41%
61 62
63
64 65