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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1451
Redwood Financial Network
Ohio
$237K +$1.03K +15 +0.5%
SIM
1452
Sentry Investment Management
Wisconsin
$236K – – –
WFI
1453
West Family Investments
California
$235K +$217K +3,167 New
CT
1454
Colonial Trust
South Carolina
$235K +$6.92K +101 +3%
ICM
1455
IMS Capital Management
Oregon
$235K -$9.04K -132 -4%
FIB
1456
First Interstate Bank
Montana
$235K -$10.3K -150 -5%
SWA
1457
Sax Wealth Advisors
New Jersey
$233K -$191K -2,796 -47%
MW
1458
Marks Wealth
Maryland
$233K – – –
CPA
1459
Capital Performance Advisors
California
$233K +$215K +3,136 New
SW
1460
SteelPeak Wealth
California
$232K -$72.3K -1,056 -25%
BFO
1461
Boston Family Office
Massachusetts
$231K – – –
IC
1462
Iconiq Capital
California
$231K -$27.5K -401 -11%
CPBTD
1463
Central Pacific Bank - Trust Division
Hawaii
$230K – – –
TAM
1464
Trillium Asset Management
Massachusetts
$230K -$19.6K -286 -8%
6F
1465
626 Financial
Michigan
$230K -$7.67K -112 -3%
SAG
1466
SageView Advisory Group
California
$230K -$15.8K -230 -7%
NI
1467
Natural Investments
California
$229K +$211K +3,083 New
ASBI
1468
American State Bank (Iowa)
Iowa
$229K – – –
PTP
1469
Platform Technology Partners
New York
$229K – – –
ACM
1470
AUA Capital Management
Pennsylvania
$228K – – –
PSP
1471
Principal Street Partners
Tennessee
$228K +$210K +3,066 New
PHIC
1472
Pine Haven Investment Counsel
Massachusetts
$227K -$35.5K -518 -14%
WC
1473
Waterloo Capital
Texas
$227K +$209K +3,048 New
VWA
1474
Visionary Wealth Advisors
Illinois
$226K +$208K +3,044 New
PW
1475
Pandora Wealth
Illinois
$226K – – –
57 58
59
60 61