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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1101
Fiduciary Financial Group
California
$371K +$338K +4,102 New
WIA
1102
Westview Investment Advisors
Vermont
$371K +$16.5K +200 +5%
CBT
1103
CoreFirst Bank & Trust
Kansas
$369K +$31.5K +382 +10%
WA
1104
Wealth Alliance
New York
$369K -$2.31K -28 -0.7%
CCAL
1105
City Center Advisors LLC
Michigan
$369K -$16.1K -195 -5%
CT
1106
Caldwell Trust
Florida
$368K – – –
TCP
1107
TMB Capital Partners
Arkansas
$366K +$3.46K +42 +1%
MPWT
1108
MassMutual Private Wealth & Trust
Connecticut
$365K +$24.9K +303 +8%
AI
1109
Accredited Investors
Minnesota
$364K -$13.9K -169 -4%
AHC
1110
Adell Harriman & Carpenter
Texas
$359K – – –
FNT
1111
First National Trust
Pennsylvania
$359K -$659 -8 -0.2%
BAM
1112
BOS Asset Management
Illinois
$358K -$19.7K -239 -6%
QWP
1113
Quotient Wealth Partners
Texas
$357K +$32.9K +399 +11%
VWM
1114
Vigilare Wealth Management
Arizona
$357K +$325K +3,948 New
HNWAG
1115
High Net Worth Advisory Group
Florida
$357K – – –
KFA
1116
Krane Funds Advisors
New York
$357K +$332K +4,029 New
PIM
1117
Plato Investment Management
Australia
$356K -$543K -6,595 -63%
PCM
1118
Parsons Capital Management
Rhode Island
$355K +$4.61K +56 +1%
OC
1119
Optima Capital
Oregon
$353K -$32.2K -391 -9%
RYIA
1120
Roehl & Yi Investment Advisors
Oregon
$352K +$321K +3,898 New
IC
1121
Inscription Capital
Texas
$352K +$47.4K +576 +17%
PWP
1122
Phillips Wealth Planners
Mississippi
$351K +$329K +3,999 New
BHPW
1123
Beverly Hills Private Wealth
California
$351K +$43.4K +527 +16%
S
1124
Sunpointe
Missouri
$351K +$8.4K +102 +3%
IFWM
1125
Institute for Wealth Management
Colorado
$351K +$1.15K +14 +0.4%
43 44
45
46 47