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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
601
Hilltop National Bank
Wyoming
$1.12M +$1.02M +14,032 New
SACTSONJ
602
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M – – –
KLWA
603
Kelly Lawrence W & Associates
California
$1.12M -$190K -2,600 -16%
GT
604
Glenview Trust
Kentucky
$1.12M -$803 -11 -0.1%
RMSCM
605
R.M. Sincerbeaux Capital Management
New York
$1.12M – – –
BAM
606
Belpointe Asset Management
Nevada
$1.12M +$12.8K +175 +1%
AO
607
Advisor OS
Illinois
$1.11M +$19.7K +270 +2%
LF
608
Lee Financial
Texas
$1.1M – – –
CIG
609
Cullen Investment Group
Louisiana
$1.1M – – –
BG
610
Bahl & Gaynor
Ohio
$1.1M +$63.9K +875 +7%
RDWM
611
Red Door Wealth Management
Tennessee
$1.1M -$90.6K -1,241 -8%
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$1.09M -$17.6K -241 -2%
LAS
613
Lloyd Advisory Services
Georgia
$1.08M +$987K +13,520 New
JIC
614
Johnson Investment Counsel
Ohio
$1.08M -$21.8K -299 -2%
LFAS
615
Level Four Advisory Services
Texas
$1.08M +$130K +1,780 +13%
OPA
616
Old Port Advisors
Maine
$1.07M +$1.82K +25 +0.2%
CWM
617
Congress Wealth Management
Massachusetts
$1.07M -$201K -2,747 -17%
WAAG
618
Wealth Alliance Advisory Group
Kansas
$1.06M +$73.8K +1,011 +8%
SMH
619
Sanders Morris Harris
Texas
$1.05M +$685K +9,379 +253%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$1.05M -$4.38K -60 -0.5%
DTL
621
Dynamic Technology Lab
Singapore
$1.05M +$952K +13,047 New
FFM
622
Forum Financial Management
Illinois
$1.04M +$45.9K +629 +5%
TNA
623
True North Advisors
Texas
$1.04M +$258K +3,528 +37%
BSW
624
Buckingham Strategic Wealth
Missouri
$1.04M -$1.69M -23,167 -64%
LFGH
625
Lee Financial Group Hawaii
Hawaii
$1.03M +$27.4K +375 +3%
23 24
25
26 27