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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1451
Iconiq Capital
California
$320K +$315K +3,748 New
CTC
1452
Central Trust Company
Missouri
$320K -$20.7K -246 -6%
SIG
1453
Sky Investment Group
Connecticut
$320K -$24.8K -295 -7%
CF
1454
Convergence Financial
Missouri
$318K -$43.5K -517 -12%
ACP
1455
Argyle Capital Partners
California
$318K +$313K +3,722 New
RIG
1456
Renaissance Investment Group
Massachusetts
$318K -$144K -1,707 -31%
CT
1457
Chicago Trust
Illinois
$315K +$38K +452 +14%
PTP
1458
Platform Technology Partners
New York
$315K -$33.4K -397 -10%
MCWA
1459
Meadow Creek Wealth Advisors
Georgia
$315K +$45K +535 +17%
DWM
1460
Drive Wealth Management
Utah
$315K -$50.3K -598 -14%
RFN
1461
RDA Financial Network
Iowa
$314K +$67.3K +800 +28%
MIM
1462
Morningstar Investment Management
Illinois
$313K – – –
RPC
1463
Rossmore Private Capital
Connecticut
$312K – – –
FSA
1464
Financial Sense Advisors
California
$311K +$20.3K +241 +7%
CFP
1465
Catalyst Financial Partners
Massachusetts
$309K +$25.2K +300 +9%
HTIM
1466
Harbour Trust & Investment Management
Indiana
$308K +$2.1K +25 +0.7%
CWM
1467
Chemistry Wealth Management
New York
$307K +$4.37K +52 +1%
LWL
1468
Leo Wealth LLC
Texas
$307K +$336 +4 +0.1%
CWG
1469
Cornerstone Wealth Group
North Carolina
$307K +$8.32K +99 +3%
SB
1470
Strategic Blueprint
Georgia
$306K +$27.2K +323 +10%
HPC
1471
HM Payson & Co
Maine
$306K -$138K -1,647 -31%
MMPW
1472
Mitchell McLeod Pugh & Williams
Alabama
$306K – – –
CC
1473
Courier Capital
New York
$305K – – –
BC
1474
Barrett & Company
Rhode Island
$305K +$22.3K +265 +8%
6F
1475
626 Financial
Michigan
$304K – – –
57 58
59
60 61