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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1176
Principle Wealth Partners
Connecticut
$817K +$24.2K +315 +3%
FIM
1177
Freedom Investment Management
Connecticut
$817K +$170K +2,212 +26%
SJIM
1178
St. Johns Investment Management
Florida
$814K -$95K -1,237 -10%
JAFL
1179
Jay A. Fishman Ltd
Michigan
$813K -$732K -9,530 -47%
FSCM
1180
Front Street Capital Management
Montana
$810K +$10.3K +134 +1%
VCAM
1181
Van Cleef Asset Management
Ohio
$809K – – –
WSTAM
1182
Wilbanks Smith & Thomas Asset Management
Virginia
$808K -$488K -6,354 -38%
LWAM
1183
Legacy Wealth Asset Management
Minnesota
$808K +$21.4K +279 +3%
BIA
1184
Bigelow Investment Advisors
Maine
$808K +$72.7K +946 +10%
CAM
1185
Cypress Asset Management
Texas
$806K -$658K -8,571 -45%
RSWM
1186
Robertson Stephens Wealth Management
California
$806K -$97.5K -1,269 -11%
NL
1187
Navalign LLC
California
$806K -$64.2K -836 -7%
SFG
1188
SevenBridge Financial Group
Pennsylvania
$801K +$283K +3,682 +54%
AMC
1189
Asset Management Corp
Illinois
$800K -$51.2K -667 -6%
FMTC
1190
Farmers & Merchants Trust Company
California
$800K -$13.5K -176 -2%
PBC
1191
Pavion Blue Capital
California
$800K +$12.3K +160 +2%
PHS
1192
Pekin Hardy Strauss
Illinois
$795K -$249K -3,243 -24%
CA
1193
Clearstead Advisors
Ohio
$794K -$126K -1,639 -14%
VWA
1194
V Wealth Advisors
Kansas
$793K -$101K -1,312 -11%
CPIA
1195
Cornell Pochily Investment Advisors
New York
$793K +$54.5K +709 +7%
CCG
1196
Coastwise Capital Group
California
$790K +$202K +2,630 +34%
KNW
1197
Kesler Norman & Wride
Utah
$789K +$38.9K +506 +5%
DAS
1198
Dynamic Advisor Solutions
Arizona
$788K -$28.9K -376 -4%
CWP
1199
Capital Wealth Planning
Florida
$788K +$399K +5,191 +101%
CCM
1200
Chiron Capital Management
Florida
$788K +$567K +7,380 +251%
46 47
48
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