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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
651
CPWM LLC
Washington
$390K -$56.4K -882 -14%
AWM
652
Apollon Wealth Management
South Carolina
$390K +$122K +1,913 +53%
JCM
653
J2 Capital Management
Michigan
$384K +$6.21K +97 +2%
WT
654
Whittier Trust
California
$384K +$78.1K +1,220 +29%
BC
655
Burney Company
Virginia
$379K -$6.53K -102 -2%
IA
656
Insight Advisors
Pennsylvania
$378K +$342K +5,347 New
RJT
657
Raymond James Trust
Florida
$377K +$21.2K +331 +7%
LW
658
Linscomb Wealth
Texas
$376K -$12.3K -192 -3%
CG
659
Caprock Group
Idaho
$375K +$32.7K +511 +11%
SAM
660
Strategy Asset Managers
California
$375K +$340K +5,305 New
DA
661
DSC Advisors
Illinois
$374K +$339K +5,290 New
ICG
662
InterOcean Capital Group
Tennessee
$371K – – –
NF
663
NTB Financial
Colorado
$371K – – –
FPAS
664
Focus Partners Advisor Solutions
Missouri
$370K +$335K +5,239 New
SWM
665
Scissortail Wealth Management
Oklahoma
$369K +$191K +2,987 +108%
SRC
666
Stone Run Capital
New York
$368K -$6.4K -100 -2%
MYAM
667
Meiji Yasuda Asset Management
Japan
$365K -$59.2K -925 -15%
NWM
668
NEIRG Wealth Management
Massachusetts
$365K +$331K +5,173 New
KPWS
669
Kestra Private Wealth Services
Texas
$362K -$1.92K -30 -0.6%
EFS
670
Essex Financial Services
Connecticut
$361K +$256 +4 +0.1%
CT
671
Clearstead Trust
Maine
$358K – – –
CNC
672
Canandaigua National Corp
New York
$357K -$49.5K -774 -13%
HWM
673
HB Wealth Management
Georgia
$356K +$36.2K +565 +13%
OCM
674
One Capital Management
California
$353K -$2.56K -40 -0.8%
SGCA
675
Steel Grove Capital Advisors
Tennessee
$349K -$184K -2,873 -37%
25 26
27
28 29