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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1576
Abacus Wealth Partners
California
$594K +$577K +4,693 New
PSB
1577
Piscataqua Savings Bank
New Hampshire
$592K +$4.92K +40 +0.8%
WPA
1578
West Paces Advisors
Georgia
$590K +$2.71K +22 +0.5%
BC
1579
Barrett & Company
Rhode Island
$590K – – –
LB
1580
Legacy Bridge
Iowa
$590K – – –
MIM
1581
Miller Investment Management
Pennsylvania
$585K – – –
FPAS
1582
Focus Partners Advisor Solutions
Missouri
$585K +$37.1K +302 +7%
BIAS
1583
Beacon Investment Advisory Services
New Jersey
$584K -$7.38K -60 -1%
NGA
1584
Naples Global Advisors
Florida
$583K +$24.6K +200 +4%
FG
1585
Foster Group
Iowa
$583K +$62.2K +506 +12%
AP
1586
Appleton Partners
Massachusetts
$581K -$17.2K -140 -3%
BO
1587
Bank OZK
Arkansas
$580K -$6.64K -54 -1%
SP
1588
Saranac Partners
$579K +$581K +4,723 New
TFO
1589
Tarbox Family Office
California
$579K – – –
WP
1590
Waycross Partners
Kentucky
$576K – – –
TGAM
1591
TBH Global Asset Management
Tennessee
$576K +$13.8K +112 +2%
FANJ
1592
Financial Architects (New Jersey)
New Jersey
$575K -$40.8K -332 -7%
DSN
1593
D. Scott Neal
Kentucky
$575K – – –
SFS
1594
Strategic Financial Services
New York
$572K – – –
JDR
1595
Jay D. Rosenbaum
$572K +$113K +918 +25%
FA
1596
Fountainhead AM
New Jersey
$569K +$52.9K +430 +10%
JEST
1597
JTC Employer Solutions Trustee
Jersey
$569K – – –
IAIM
1598
International Assets Investment Management
Florida
$567K -$11.4M -93,011 -95%
AWA
1599
Aaron Wealth Advisors
Illinois
$564K +$75.8K +617 +15%
FMN
1600
Financial Management Network
California
$564K -$12.7K -103 -2%
62 63
64
65 66