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Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
1701
Element Pointe Advisors
Florida
$11.4M -$468K -3,965 -4%
CWM
1702
Circle Wealth Management
New Jersey
$11.3M +$1.21M +10,245 +12%
NMM
1703
Naples Money Management
Florida
$11.3M -$1.38M -11,720 -11%
CRC
1704
Curi RMB Capital
Illinois
$11.3M +$414K +3,505 +4%
MWM
1705
MinichMacGregor Wealth Management
New York
$11.2M +$526K +4,455 +5%
SIM
1706
Seaview Investment Managers
Florida
$11.2M -$422K -3,571 -4%
GWMIA
1707
Global Wealth Management Investment Advisory
Florida
$11.1M -$311K -2,629 -3%
WIM
1708
WealthPlan Investment Management
Nebraska
$11.1M +$5.34M +45,231 +98%
LJHT
1709
Laurie J. Hall Trustee
$11.1M -$2.63M -22,306 -20%
BC
1710
Barrett & Company
Rhode Island
$11.1M -$2.24M -18,936 -17%
SAM
1711
S.A. Mason
Michigan
$11.1M +$216K +1,830 +2%
IC
1712
Inscription Capital
Texas
$11M +$557K +4,719 +5%
CNC
1713
Citizens & Northern Corp
Pennsylvania
$11M +$528K +4,466 +5%
XWM
1714
Xcel Wealth Management
Florida
$11M -$62.5K -529 -0.6%
HCM
1715
Hollencrest Capital Management
California
$11M -$1.45M -12,264 -12%
VWA
1716
Visionary Wealth Advisors
Illinois
$11M +$1.08M +9,143 +11%
DVF
1717
Discovery Value Fund
Singapore
$11M +$10.7M +90,257 New
ATC
1718
Adirondack Trust Company
New York
$11M -$360K -3,049 -3%
GBT
1719
Grove Bank & Trust
Florida
$10.9M -$2.55M -21,562 -19%
BFA
1720
Bragg Financial Advisors
North Carolina
$10.9M +$2.37M +20,028 +29%
MBTD
1721
Mechanics Bank - Trust Department
California
$10.9M +$479K +4,055 +5%
NAS
1722
Nicolet Advisory Services
Wisconsin
$10.9M +$557K +4,715 +6%
ML
1723
McAdam LLC
Pennsylvania
$10.9M +$563K +4,769 +6%
JSW
1724
Journey Strategic Wealth
New Jersey
$10.8M +$1.82M +15,431 +21%
CHC
1725
City Holding Co
West Virginia
$10.8M +$460K +3,896 +5%
67 68
69
70 71