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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1101
Evergreen Capital Management
Washington
$279K +$46K +380 +20%
MTC
1102
McDaniel Terry & Co
Texas
$277K -$76.9K -635 -22%
RWM
1103
RKL Wealth Management
Pennsylvania
$277K +$605 +5 +0.2%
BB
1104
Busey Bank
Illinois
$277K +$269K +2,225 New
HPWM
1105
Highland Private Wealth Management
Washington
$276K +$35.7K +295 +15%
CHA
1106
Cooper/Haims Advisors
New York
$270K -$60.5K -500 -19%
KP
1107
Keel Point
Alabama
$270K -$2.42K -20 -0.9%
JF
1108
Jump Financial
Illinois
$270K +$263K +2,175 New
KA
1109
Kozak & Associates
Colorado
$269K +$239K +1,970 New
HHGA
1110
Halbert Hargrove Global Advisors
California
$268K +$9.69K +80 +4%
VFA
1111
Valeo Financial Advisors
Indiana
$266K +$259K +2,135 New
VNA
1112
Valley National Advisers
Pennsylvania
$264K +$605 +5 +0.2%
GA
1113
Geller Advisors
New York
$264K +$6.05K +50 +2%
PB
1114
Pinnacle Bancorp
Nebraska
$264K +$12.1K +100 +5%
NL
1115
NWAM LLC
Washington
$258K +$10.9K +90 +5%
BRA
1116
Bender Robert & Associates
California
$252K +$245K +2,025 New
BFWA
1117
Benchmark Financial Wealth Advisors
Florida
$250K -$3.63K -30 -1%
EWM
1118
Empirical Wealth Management
Washington
$250K +$21.8K +180 +10%
NFSG
1119
Newbridge Financial Services Group
Florida
$250K +$61.2K +505 +34%
SG
1120
StoneX Group
New York
$250K +$243K +2,010 New
HIIFS
1121
Harel Insurance Investments & Financial Services
Israel
$249K -$1.3M -10,755 -84%
AIS
1122
American Investment Services
Massachusetts
$249K -$605 -5 -0.2%
PCWA
1123
Pacific Capital Wealth Advisors
California
$249K – – –
AWAG
1124
ARS Wealth Advisors Group
Florida
$249K +$242K +2,000 New
ISL
1125
Ingalls & Snyder LLC
New York
$248K +$2.42K +20 +1%
43 44
45
46 47