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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1676
Farmers & Merchants Trust Company
California
$236K -$30.4K -351 -9%
MIP
1677
Marietta Investment Partners
Wisconsin
$234K -$91K -1,049 -24%
OHWP
1678
Oak Harbor Wealth Partners
North Carolina
$234K -$15.3K -176 -5%
PAIM
1679
Punch & Associates Investment Management
Minnesota
$234K – – –
DJSG
1680
D.J. St. Germain
Massachusetts
$234K +$4.16K +48 +1%
EFS
1681
Essex Financial Services
Connecticut
$232K +$53.6K +618 +23%
MG
1682
Mather Group
Illinois
$231K -$75.9K -875 -21%
ARC
1683
Advisor Resource Council
Texas
$230K +$286K +3,291 New
PA
1684
PFG Advisors
Arizona
$229K -$112K -1,292 -28%
MFG
1685
Magnus Financial Group
New York
$229K -$18.9K -218 -6%
PHAM
1686
Palisades Hudson Asset Management
Florida
$229K -$2.52K -29 -0.9%
PAM
1687
Private Asset Management
California
$229K +$3.04K +35 +1%
NWM
1688
NEIRG Wealth Management
Massachusetts
$227K -$2.04M -23,560 -88%
CB
1689
Cadence Bank
Mississippi
$227K – – –
FWP
1690
Falcon Wealth Planning
California
$226K -$781 -9 -0.3%
APW
1691
Austin Private Wealth
Texas
$225K -$29.1K -335 -9%
SQA
1692
Simon Quick Advisors
New Jersey
$225K +$169K +1,949 +474%
F4L
1693
Fortune 45 LLC
Louisiana
$224K -$8.76K -101 -3%
NICM
1694
Neo Ivy Capital Management
New York
$224K +$279K +3,219 New
VWA
1695
Visionary Wealth Advisors
Illinois
$223K -$142K -1,640 -34%
FW
1696
FirstPurpose Wealth
Utah
$223K +$25.1K +289 +10%
CCM
1697
CTC Capital Management
Illinois
$223K +$278K +3,200 New
ALAM
1698
Asahi Life Asset Management
Japan
$222K +$276K +3,180 New
B
1699
Barings
North Carolina
$221K -$16K -185 -6%
MKA
1700
M. Kulyk & Associates
Georgia
$221K +$59.4K +685 +28%
66 67
68
69 70