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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1251
Calton & Associates
Florida
$387K +$48.8K +713 +16%
FA
1252
Faithward Advisors
Pennsylvania
$386K – – –
EFS
1253
Essex Financial Services
Connecticut
$384K +$34.9K +510 +11%
BTWM
1254
Baker Tilly Wealth Management
Wisconsin
$383K -$9.86K -144 -3%
RWB
1255
RMR Wealth Builders
New Jersey
$381K -$12.6K -184 -3%
PFW
1256
Petros Family Wealth
Minnesota
$380K +$27.3K +399 +8%
BFIM
1257
Beese Fulmer Investment Management
Ohio
$379K +$6.51K +95 +2%
QFA
1258
Quattro Financial Advisors
Texas
$372K – – –
MS
1259
Maven Securities
Jersey
$368K -$1.29M -18,817 -79%
TPWA
1260
TRUE Private Wealth Advisors
Oregon
$367K +$1.85K +27 +0.5%
BPCE
1261
Bank Pictet & Cie (Europe)
Germany
$363K +$334K +4,883 New
BB
1262
Busey Bank
Illinois
$362K -$73.9K -1,079 -18%
SWM
1263
Seed Wealth Management
Illinois
$362K – – –
GCA
1264
Gallagher Capital Advisors
Texas
$361K +$94.4K +1,378 +30%
SP
1265
Successful Portfolios
Florida
$361K -$479 -7 -0.1%
ATS
1266
Ashton Thomas Securities
New York
$360K +$2.81K +41 +0.9%
PPW
1267
Parcion Private Wealth
Washington
$359K -$239K -3,497 -42%
BDFN
1268
Bond & Devick Financial Network
Minnesota
$358K +$685 +10 +0.2%
SAM
1269
Sompo Asset Management
Japan
$357K – – –
AF
1270
Advisornet Financial
Minnesota
$357K +$21.3K +311 +7%
JCM
1271
Jacobi Capital Management
Pennsylvania
$355K -$1.03K -15 -0.3%
IRC
1272
Investors Research Corp
Georgia
$354K – – –
MM
1273
MQS Management
New York
$354K +$327K +4,768 New
PIM
1274
Penobscot Investment Management
Massachusetts
$353K -$479 -7 -0.1%
KFP
1275
KMG Fiduciary Partners
Ohio
$352K -$59.9K -874 -16%
49 50
51
52 53