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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1426
Williams Jones Wealth Management
New York
$250K +$18.5K +270 +9%
CH
1427
Cromwell Holdings
Wyoming
$250K -$2.4K -35 -1%
FAM
1428
Fred Alger Management
New York
$248K -$26.2K -382 -10%
UAG
1429
United Advisor Group
Ohio
$246K -$19K -277 -8%
CIC
1430
Chase Investment Counsel
Virginia
$245K – – –
PHAM
1431
Palisades Hudson Asset Management
Florida
$245K – – –
WA
1432
Westfuller Advisors
New York
$244K +$225K +3,285 New
AI
1433
Accredited Investors
Minnesota
$244K -$69.2K -1,011 -24%
SWA
1434
SFMG Wealth Advisors
Texas
$244K +$1.92K +28 +0.9%
OC
1435
Oarsman Capital
Wisconsin
$243K -$6.64K -97 -3%
PFP
1436
Paragon Financial Partners
California
$243K +$548 +8 +0.2%
SWM
1437
SeaCrest Wealth Management
New York
$242K -$261K -3,807 -54%
MSE
1438
MUFG Securities EMEA
United Kingdom
$242K -$658K -9,602 -75%
AWE
1439
Avidian Wealth Enterprises
Texas
$242K +$223K +3,254 New
YLHM
1440
Yelin Lapidot Holdings Management
Israel
$242K – – –
UPS
1441
UHLMANN PRICE SECURITIES
Illinois
$240K – – –
AG
1442
AIA Group
Hong Kong
$240K -$1.65M -24,100 -88%
NCM
1443
NCM Capital Management
New Jersey
$240K -$7.88K -115 -3%
WA1
1444
Wimmer Associates 1
California
$239K – – –
NFP
1445
Narus Financial Partners
Utah
$239K -$20.8K -303 -9%
BWM
1446
BankPlus Wealth Management
Mississippi
$239K +$6.3K +92 +3%
ADMI
1447
Albert D. Mason Inc
Massachusetts
$238K -$2.33K -34 -1%
FCM
1448
Fourpath Capital Management
Oklahoma
$238K – – –
OFO
1449
OneAscent Family Office
Alabama
$238K -$3.97K -58 -2%
FCA
1450
FLC Capital Advisors
California
$238K +$205 +3 +0.1%
56 57
58
59 60