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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1651
Commerzbank Aktiengesellschaft
Germany
$471K – – –
OCM
1652
Orion Capital Management
California
$471K – – –
DAM
1653
Doheny Asset Management
California
$470K +$404K +4,014 New
AC
1654
Apella Capital
Connecticut
$469K -$39.7K -394 -9%
BSA
1655
Bull Street Advisors
Georgia
$469K -$25.2K -250 -6%
BHIC
1656
Bassett Hargrove Investment Counsel
Delaware
$469K – – –
QC
1657
Quent Capital
New York
$468K +$52.1K +517 +15%
MCM
1658
Monarch Capital Management
Indiana
$468K – – –
WFO
1659
Wealthgate Family Office
Colorado
$468K – – –
BCM
1660
Brasada Capital Management
Texas
$468K +$403K +4,000 New
CF
1661
Copperwynd Financial
Arizona
$467K -$42.9K -426 -10%
FFN
1662
Focus Financial Network
Minnesota
$467K +$402K +3,990 New
FW
1663
FirstPurpose Wealth
Utah
$466K +$19.8K +197 +5%
AWA
1664
Aaron Wealth Advisors
Illinois
$466K +$109K +1,087 +38%
SAMC
1665
Spectrum Asset Management (California)
California
$466K -$47.3K -470 -11%
PWW
1666
Pettyjohn Wood & White
Virginia
$464K +$30.2K +300 +8%
BIP
1667
Blueprint Investment Partners
North Carolina
$464K +$399K +3,964 New
WMA
1668
Wealth Management Associates
New Jersey
$463K -$114K -1,128 -22%
CWM
1669
Centric Wealth Management
Illinois
$461K +$101 +1 +0%
DPI
1670
Diversified Portfolios Inc
Michigan
$460K -$15.6K -155 -4%
DWM
1671
Drive Wealth Management
Utah
$459K -$274K -2,722 -41%
FCP
1672
Fidelis Capital Partners
Florida
$459K +$370K +3,677 New
OWM
1673
Opes Wealth Management
California
$458K – – –
EIA
1674
Edgemoor Investment Advisors
Maryland
$458K +$90.6K +900 +30%
EWA
1675
EverSource Wealth Advisors
Alabama
$458K -$12K -119 -3%
65 66
67
68 69