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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2076
WP Advisors
California
$2.81M +$213K +4,590 +9%
FWTB
2077
First Western Trust Bank
Colorado
$2.81M +$4.63K +100 +0.2%
FNBTCON
2078
First National Bank & Trust Co of Newtown
Pennsylvania
$2.8M – – –
DA
2079
Doliver Advisors
Texas
$2.8M -$74.1K -1,600 -3%
CC
2080
Cannell & Co
New York
$2.8M +$2.62M +56,580 New
FH
2081
FWG Holdings
Florida
$2.8M -$112K -2,420 -4%
WP
2082
Westmount Partners
California
$2.8M +$278K +6,000 +12%
JSW
2083
Journey Strategic Wealth
New Jersey
$2.8M -$416K -8,980 -14%
BCM
2084
Brasada Capital Management
Texas
$2.8M +$378K +8,150 +17%
SAM
2085
Summit Asset Management
Tennessee
$2.79M +$66.7K +1,440 +3%
CA
2086
Callahan Advisors
Texas
$2.79M +$1.76M +37,940 +206%
CWA
2087
Clarity Wealth Advisors
California
$2.79M -$15.3K -330 -0.6%
C
2088
Covestor
United Kingdom
$2.78M +$731K +15,770 +39%
CF
2089
Copperwynd Financial
Arizona
$2.78M -$112K -2,410 -4%
PAM
2090
Paradigm Asset Management
New York
$2.77M -$46.3K -1,000 -2%
NHC
2091
Nicholas Hoffman & Company
Georgia
$2.77M +$142K +3,070 +6%
ANBT
2092
American National Bank & Trust
Texas
$2.75M +$7.42K +160 +0.3%
OFS
2093
OneAscent Financial Services
Alabama
$2.75M +$609K +13,150 +31%
WWP
2094
WR Wealth Planners
Missouri
$2.75M +$156K +3,370 +6%
VFA
2095
Voya Financial Advisors
Connecticut
$2.74M -$89.4K -1,930 -3%
PP
2096
Patron Partners
Texas
$2.74M +$81.1K +1,750 +3%
CBFP
2097
Cedar Brook Financial Partners
Ohio
$2.73M +$76K +1,640 +3%
PCA
2098
Pallas Capital Advisors
Massachusetts
$2.73M -$887K -19,150 -26%
GC
2099
Grimes & Company
Massachusetts
$2.73M +$105K +2,270 +4%
SIC
2100
SJS Investment Consulting
Ohio
$2.72M +$120K +2,580 +5%
82 83
84
85 86